Epg Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Epg Wealth Management LLC

$363 Billion
Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,757 shares of JMST stock, worth $89,466. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,757

Previous 1,746 0.63%

Holding current value

$89,466

Previous $88.9 Million 0.9%

% of portfolio

0.02%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$50.81 - $51.07 $558 - $561	11 Added 0.63%	1,757 $89.7 Million
Q2 2025 Aug 05, 2025	BUY	$50.52 - $50.92 $656 - $661	13 Added 0.75%	1,746 $88.9 Million
Q1 2025 May 13, 2025	BUY	$50.72 - $50.92 $608 - $611	12 Added 0.7%	1,733 $88.1 Million
Q4 2024 Feb 14, 2025	BUY	$50.67 - $50.9 $658 - $661	13 Added 0.76%	1,721 $87.3 Million
Q3 2024 Nov 13, 2024	BUY	$50.61 - $50.96 $86,441 - $87,039	1,708 New	1,708 $87 Million

Q2 2024 Aug 13, 2024	SELL	$50.57 - $50.75 $85,008 - $85,310	-1,681 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$50.62 - $50.84 $202 - $203	4 Added 0.24%	1,681 $85,000
Q4 2023 Feb 14, 2024	BUY	$50.29 - $50.88 $1,106 - $1,119	22 Added 1.33%	1,677 $85,000
Q3 2023 Nov 13, 2023	SELL	$50.45 - $50.66 $24,518 - $24,620	-486 Reduced 22.7%	1,655 $83,000
Q2 2023 Aug 15, 2023	BUY	$50.49 - $50.76 $706 - $710	14 Added 0.66%	2,141 $108,000
Q1 2023 May 15, 2023	BUY	$50.47 - $50.79 $6,157 - $6,196	122 Added 6.08%	2,127 $108,000
Q4 2022 Feb 14, 2023	BUY	$50.24 - $50.61 $452 - $455	9 Added 0.45%	2,005 $101,000
Q3 2022 Nov 15, 2022	BUY	$50.25 - $50.72 $100,299 - $101,237	1,996 New	1,996 $100,000
Q2 2022 Aug 15, 2022	SELL	$50.42 - $50.72 $227,242 - $228,595	-4,507 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$50.56 - $51.05 $49,801 - $50,284	985 Added 27.97%	4,507 $228,000
Q4 2021 Feb 14, 2022	SELL	$50.99 - $51.08 $25,393 - $25,437	-498 Reduced 12.39%	3,522 $180,000
Q3 2021 Nov 15, 2021	BUY	$51.03 - $51.1 $102 - $102	2 Added 0.05%	4,020 $205,000
Q2 2021 Aug 09, 2021	BUY	$51.02 - $51.09 $204,998 - $205,279	4,018 New	4,018 $205,000
Q4 2020 Jan 29, 2021	SELL	$50.98 - $51.08 $204,225 - $204,626	-4,006 Closed	0 $0
Q3 2020 Nov 02, 2020	BUY	$50.93 - $51.06 $204,025 - $204,546	4,006 New	4,006 $204,000

Others Institutions Holding JMST

# of Institutions

556

Shares Held

60.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Epg Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History