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

Peterson Wealth Advisors, LLC

$603 Million
Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 25,381 shares of JMST stock, worth $1.29 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

25,381

Previous 27,966 9.24%

Holding current value

$1.29 Million

Previous $1.43 Million 9.46%

% of portfolio

0.21%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$50.85 - $51.0 $131,447 - $131,835	-2,585 Reduced 9.24%	25,381 $1.29 Million
Q3 2025 Oct 09, 2025	SELL	$50.81 - $51.07 $2,540 - $2,553	-50 Reduced 0.18%	27,966 $1.43 Million
Q2 2025 Jul 07, 2025	BUY	$50.52 - $50.92 $833,428 - $840,027	16,497 Added 143.22%	28,016 $1.43 Million
Q1 2025 Apr 30, 2025	BUY	$50.72 - $50.92 $30,279 - $30,399	597 Added 5.47%	11,519 $585,000
Q4 2024 Jan 17, 2025	SELL	$50.67 - $50.9 $102,708 - $103,174	-2,027 Reduced 15.65%	10,922 $553,000

Q3 2024 Oct 24, 2024	BUY	$50.61 - $50.96 $246,420 - $248,124	4,869 Added 60.26%	12,949 $659,000
Q2 2024 Jul 18, 2024	BUY	$50.57 - $50.75 $408,605 - $410,060	8,080 New	8,080 $409,000

Others Institutions Holding JMST

# of Institutions

557

Shares Held

60.8M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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