Klingman & Associates, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Klingman & Associates, LLC

$1.97 Billion
Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Klingman & Associates, LLC holds 34,421 shares of JMST stock, worth $1.75 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

34,421

Previous 24,877 38.36%

Holding current value

$1.75 Million

Previous $1.27 Million 38.7%

% of portfolio

0.09%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$50.81 - $51.07 $484,930 - $487,412	9,544 Added 38.36%	34,421 $1.76 Million
Q2 2025 Jul 30, 2025	SELL	$50.52 - $50.92 $370,008 - $372,938	-7,324 Reduced 22.74%	24,877 $1.27 Million
Q1 2025 May 12, 2025	BUY	$50.72 - $50.92 $608,640 - $611,040	12,000 Added 59.4%	32,201 $1.64 Million
Q4 2024 Jan 31, 2025	SELL	$50.67 - $50.9 $735,829 - $739,169	-14,522 Reduced 41.82%	20,201 $1.02 Million
Q3 2024 Nov 01, 2024	SELL	$50.61 - $50.96 $171,770 - $172,958	-3,394 Reduced 8.9%	34,723 $1.77 Million

Q2 2024 Jul 30, 2024	SELL	$50.57 - $50.75 $575,436 - $577,484	-11,379 Reduced 22.99%	38,117 $1.93 Million
Q1 2024 May 01, 2024	SELL	$50.62 - $50.84 $1.38 Million - $1.38 Million	-27,208 Reduced 35.47%	49,496 $2.51 Million
Q4 2023 Jan 29, 2024	SELL	$50.29 - $50.88 $1.4 Million - $1.42 Million	-27,883 Reduced 26.66%	76,704 $3.89 Million
Q3 2023 Oct 30, 2023	SELL	$50.45 - $50.66 $5.3 Million - $5.32 Million	-105,018 Reduced 50.1%	104,587 $5.28 Million
Q2 2023 Jul 31, 2023	SELL	$50.49 - $50.76 $3.94 Million - $3.96 Million	-78,008 Reduced 27.12%	209,605 $10.6 Million
Q1 2023 May 03, 2023	SELL	$50.47 - $50.79 $20.4 Million - $20.5 Million	-403,755 Reduced 58.4%	287,613 $14.6 Million
Q4 2022 Feb 03, 2023	BUY	$50.24 - $50.61 $5.36 Million - $5.4 Million	106,695 Added 18.25%	691,368 $34.9 Million
Q3 2022 Oct 28, 2022	BUY	$50.25 - $50.72 $4.76 Million - $4.81 Million	94,825 Added 19.36%	584,673 $29.4 Million
Q2 2022 Jul 27, 2022	SELL	$50.42 - $50.72 $2.17 Million - $2.18 Million	-43,030 Reduced 8.08%	489,848 $24.8 Million
Q1 2022 May 06, 2022	SELL	$50.56 - $51.05 $492,656 - $497,431	-9,744 Reduced 1.8%	532,878 $27 Million
Q4 2021 Jan 31, 2022	BUY	$50.99 - $51.08 $2.93 Million - $2.94 Million	57,535 Added 11.86%	542,622 $27.7 Million
Q3 2021 Nov 01, 2021	BUY	$51.03 - $51.1 $6.25 Million - $6.26 Million	122,435 Added 33.76%	485,087 $24.8 Million
Q2 2021 Jul 27, 2021	BUY	$51.02 - $51.09 $3.36 Million - $3.37 Million	65,925 Added 22.22%	362,652 $18.5 Million
Q1 2021 Apr 29, 2021	BUY	$51.0 - $51.08 $2.44 Million - $2.44 Million	47,762 Added 19.18%	296,727 $15.1 Million
Q4 2020 Feb 09, 2021	BUY	$50.98 - $51.08 $7.64 Million - $7.66 Million	149,940 Added 151.42%	248,965 $12.7 Million
Q3 2020 Nov 03, 2020	BUY	$50.93 - $51.06 $4.19 Million - $4.2 Million	82,300 Added 492.08%	99,025 $5.05 Million
Q2 2020 Aug 04, 2020	BUY	$50.01 - $50.99 $836,417 - $852,807	16,725 New	16,725 $853,000
Q3 2019 Oct 22, 2019	SELL	$50.42 - $50.59 $781,510 - $784,145	-15,500 Closed	0 $0
Q2 2019 Sep 27, 2019	BUY	$50.32 - $50.5 $779,960 - $782,750	15,500 New	15,500 $782,000

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

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Klingman & Associates, LLC Jp Morgan Ultra Short Mun Inco Transaction History