Forza Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Forza Wealth Management, LLC

$261 Billion
Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Forza Wealth Management, LLC holds 111,200 shares of JMST stock, worth $5.66 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

111,200

Previous 101,200 9.88%

Holding current value

$5.66 Million

Previous $5.15 Billion 10.14%

% of portfolio

2.17%

Previous 2.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$50.81 - $51.07 $508,100 - $510,700	10,000 Added 9.88%	111,200 $5.68 Billion
Q2 2025 Jul 18, 2025	BUY	$50.52 - $50.92 $530,460 - $534,660	10,500 Added 11.58%	101,200 $5.15 Billion
Q1 2025 Apr 30, 2025	BUY	$50.72 - $50.92 $3.01 Million - $3.02 Million	59,400 Added 189.78%	90,700 $4.61 Billion
Q4 2024 Jan 13, 2025	BUY	$50.67 - $50.9 $830,988 - $834,760	16,400 Added 110.07%	31,300 $1.59 Billion
Q4 2023 Jan 24, 2024	BUY	$50.29 - $50.88 $256,479 - $259,488	5,100 Added 52.04%	14,900 $756 Million

Q4 2022 Feb 06, 2023	BUY	$50.24 - $50.61 $492,352 - $495,978	9,800 New	9,800 $495 Million

Others Institutions Holding JMST

# of Institutions

551

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Forza Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History