Schwallier Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 6,483 shares of JMST stock, worth $330,114. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,483
Previous 4,264 52.04%
Holding current value
$330,114
Previous $217 Million 52.38%
% of portfolio
0.21%
Previous 0.13%

Shares

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

Nov 14, 2025
BUY
$50.81 - $51.07 $112,747 - $113,324
2,219 Added 52.04%
6,483 $331 Million
Q2 2025

Aug 14, 2025
BUY
$50.52 - $50.92 $215,417 - $217,122
4,264 New
4,264 $217 Million

Others Institutions Holding JMST

# of Institutions
551
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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