Herold Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Herold Advisors, Inc.

$411 Million
Q3 2025

A detailed history of Herold Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Herold Advisors, Inc. holds 5,800 shares of JMST stock, worth $295,336. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,800

Previous 5,800 -0.0%

Holding current value

$295,336

Previous $295,000 0.34%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$50.52 - $50.92 $25,260 - $25,460	500 Added 9.43%	5,800 $295,000
Q1 2025 May 13, 2025	BUY	$50.72 - $50.92 $25,360 - $25,460	500 Added 10.42%	5,300 $269,000
Q4 2024 Feb 14, 2025	BUY	$50.67 - $50.9 $243,216 - $244,320	4,800 New	4,800 $243,000
Q2 2022 Jul 15, 2022	SELL	$50.42 - $50.72 $65,546 - $65,936	-1,300 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$50.56 - $51.05 $65,728 - $66,365	1,300 New	1,300 $65,000

Q4 2021 Jan 20, 2022	SELL	$50.99 - $51.08 $168,267 - $168,564	-3,300 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$51.03 - $51.1 $168,399 - $168,630	3,300 New	3,300 $168,000

Others Institutions Holding JMST

# of Institutions

557

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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Herold Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History