Strong Box Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Strong Box Wealth, LLC

$277 Million
Q4 2025

A detailed history of Strong Box Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Strong Box Wealth, LLC holds 103,916 shares of JMST stock, worth $5.29 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

103,916

Previous 94,907 9.49%

Holding current value

$5.29 Million

Previous $4.84 Million 9.23%

% of portfolio

1.91%

Previous 1.77%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$50.85 - $51.0 $458,107 - $459,459	9,009 Added 9.49%	103,916 $5.29 Million
Q3 2025 Oct 07, 2025	BUY	$50.81 - $51.07 $340,630 - $342,373	6,704 Added 7.6%	94,907 $4.84 Million
Q2 2025 Jul 09, 2025	BUY	$50.52 - $50.92 $639,330 - $644,392	12,655 Added 16.75%	88,203 $4.49 Million
Q1 2025 May 13, 2025	BUY	$50.72 - $50.92 $498,324 - $500,289	9,825 Added 14.95%	75,548 $3.84 Million
Q4 2024 Jan 14, 2025	BUY	$50.67 - $50.9 $867,622 - $871,560	17,123 Added 35.23%	65,723 $3.33 Million

Q3 2024 Nov 12, 2024	BUY	$50.61 - $50.96 $724,229 - $729,237	14,310 Added 41.73%	48,600 $2.48 Million
Q2 2024 Aug 12, 2024	BUY	$50.57 - $50.75 $166,628 - $167,221	3,295 Added 10.63%	34,290 $1.74 Million
Q1 2024 May 14, 2024	BUY	$50.62 - $50.84 $337,635 - $339,102	6,670 Added 27.42%	30,995 $1.57 Million
Q4 2023 Jan 08, 2024	BUY	$50.29 - $50.88 $98,065 - $99,216	1,950 Added 8.72%	24,325 $1.23 Million
Q3 2023 Oct 10, 2023	SELL	$50.45 - $50.66 $100,900 - $101,320	-2,000 Reduced 8.21%	22,375 $1.13 Million
Q2 2023 Jul 24, 2023	SELL	$50.49 - $50.76 $100,980 - $101,520	-2,000 Reduced 7.58%	24,375 $1.23 Million
Q1 2023 Apr 21, 2023	BUY	$50.47 - $50.79 $26,244 - $26,410	520 Added 2.01%	26,375 $1.34 Million
Q4 2022 Jan 18, 2023	BUY	$50.24 - $50.61 $43,457 - $43,777	865 Added 3.46%	25,855 $0
Q3 2022 Oct 14, 2022	BUY	$50.25 - $50.72 $719,580 - $726,310	14,320 Added 134.21%	24,990 $1.26 Million
Q2 2022 Jul 15, 2022	SELL	$50.42 - $50.72 $224,369 - $225,704	-4,450 Reduced 29.43%	10,670 $540,000
Q1 2022 Apr 14, 2022	SELL	$50.56 - $51.05 $505,600 - $510,500	-10,000 Reduced 39.81%	15,120 $766,000
Q4 2021 Jan 14, 2022	BUY	$50.99 - $51.08 $158,069 - $158,348	3,100 Added 14.08%	25,120 $1.28 Million
Q3 2021 Nov 12, 2021	BUY	$51.03 - $51.1 $548,317 - $549,069	10,745 Added 95.3%	22,020 $1.13 Million
Q2 2021 Aug 10, 2021	SELL	$51.02 - $51.09 $98,213 - $98,348	-1,925 Reduced 14.58%	11,275 $576,000
Q4 2020 Feb 02, 2021	BUY	$50.98 - $51.08 $672,936 - $674,256	13,200 New	13,200 $674,000

Others Institutions Holding JMST

# of Institutions

560

Shares Held

61.8M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Strong Box Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History