Olio Financial Planning Jp Morgan Ultra Short Mun Inco Transaction History

Olio Financial Planning

  • $340 Million
  • Q3 2025

A detailed history of Olio Financial Planning transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Olio Financial Planning holds 16,863 shares of JMST stock, worth $858,663. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,863
Previous 14,997 12.44%
Holding current value
$858,663
Previous $763,000 12.71%
% of portfolio
0.25%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$50.81 - $51.07 $94,811 - $95,296
1,866 Added 12.44%
16,863 $860,000
Q2 2025

Jul 09, 2025
BUY
$50.52 - $50.92 $473,220 - $476,967
9,367 Added 166.38%
14,997 $763,000
Q1 2025

Apr 11, 2025
SELL
$50.72 - $50.92 $5,731 - $5,753
-113 Reduced 1.97%
5,630 $286,000
Q4 2024

Jan 21, 2025
SELL
$50.67 - $50.9 $16,518 - $16,593
-326 Reduced 5.37%
5,743 $291,000
Q4 2023

Jan 10, 2024
SELL
$50.29 - $50.88 $301 - $305
-6 Reduced 0.1%
6,069 $307,000
Q3 2023

Oct 19, 2023
BUY
$50.45 - $50.66 $26,183 - $26,292
519 Added 9.34%
6,075 $306,000
Q2 2023

Jul 13, 2023
SELL
$50.49 - $50.76 $60,941 - $61,267
-1,207 Reduced 17.85%
5,556 $281,000
Q1 2023

Apr 11, 2023
SELL
$50.47 - $50.79 $9,185 - $9,243
-182 Reduced 2.62%
6,763 $343,000
Q4 2022

Jan 13, 2023
BUY
$50.24 - $50.61 $129,116 - $130,067
2,570 Added 58.74%
6,945 $0
Q3 2022

Oct 18, 2022
BUY
$50.25 - $50.72 $219,843 - $221,900
4,375 New
4,375 $220,000

Others Institutions Holding JMST

# of Institutions
550
Shares Held
60.6M
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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