Lineweaver Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Lineweaver Wealth Advisors, LLC

  • $631 Million
  • Q4 2025

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 19,595 shares of JMST stock, worth $997,777. This represents 0.16% of its overall portfolio holdings.

Number of Shares
19,595
Previous 21,292 7.97%
Holding current value
$997,777
Previous $1.09 Million 8.2%
% of portfolio
0.16%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$50.85 - $51.0 $86,292 - $86,547
-1,697 Reduced 7.97%
19,595 $997,000
Q3 2025

Oct 10, 2025
BUY
$50.81 - $51.07 $119,809 - $120,423
2,358 Added 12.45%
21,292 $1.09 Million
Q2 2025

Jul 09, 2025
BUY
$50.52 - $50.92 $66,433 - $66,959
1,315 Added 7.46%
18,934 $964,000
Q1 2025

May 02, 2025
BUY
$50.72 - $50.92 $109,960 - $110,394
2,168 Added 14.03%
17,619 $895,000
Q4 2024

Feb 04, 2025
BUY
$50.67 - $50.9 $87,861 - $88,260
1,734 Added 12.64%
15,451 $783,000
Q3 2024

Oct 24, 2024
BUY
$50.61 - $50.96 $34,769 - $35,009
687 Added 5.27%
13,717 $698,000
Q2 2024

Aug 01, 2024
BUY
$50.57 - $50.75 $88,446 - $88,761
1,749 Added 15.5%
13,030 $661,000
Q1 2024

Apr 30, 2024
BUY
$50.62 - $50.84 $121,032 - $121,558
2,391 Added 26.9%
11,281 $572,000
Q4 2023

Jan 19, 2024
BUY
$50.29 - $50.88 $447,078 - $452,323
8,890 New
8,890 $451,000

Others Institutions Holding JMST

# of Institutions
564
Shares Held
62.6M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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