Dakota Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

A detailed history of Dakota Wealth Management transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Dakota Wealth Management holds 12,245 shares of JMST stock, worth $623,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,245

Previous 13,815 11.36%

Holding current value

$623,515

Previous $705,000 11.63%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$50.85 - $51.0 $79,834 - $80,070	-1,570 Reduced 11.36%	12,245 $623,000
Q3 2025 Nov 10, 2025	BUY	$50.81 - $51.07 $10,162 - $10,214	200 Added 1.47%	13,815 $705,000
Q4 2024 Jan 17, 2025	BUY	$50.67 - $50.9 $76,765 - $77,113	1,515 Added 12.52%	13,615 $690,000
Q1 2024 Apr 24, 2024	BUY	$50.62 - $50.84 $759 - $762	15 Added 0.12%	12,100 $613,000
Q4 2023 Jan 30, 2024	BUY	$50.29 - $50.88 $30,676 - $31,036	610 Added 5.32%	12,085 $613,000

Q2 2023 Jul 31, 2023	BUY	$50.49 - $50.76 $26,254 - $26,395	520 Added 4.75%	11,475 $581,000
Q1 2023 Apr 14, 2023	BUY	$50.47 - $50.79 $25,235 - $25,395	500 Added 4.78%	10,955 $556,000
Q2 2022 Aug 05, 2022	BUY	$50.42 - $50.72 $51,428 - $51,734	1,020 Added 10.81%	10,455 $530,000
Q1 2022 May 13, 2022	BUY	$50.56 - $51.05 $477,033 - $481,656	9,435 New	9,435 $478,000

Others Institutions Holding JMST

# of Institutions

556

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Dakota Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History