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

Three Bridge Wealth Advisors, LLC

$384 Million
Q3 2025

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 64,097 shares of JMST stock, worth $3.26 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

64,097

Previous 68,698 6.7%

Holding current value

$3.26 Million

Previous $3.5 Million 6.49%

% of portfolio

0.85%

Previous 0.93%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$50.81 - $51.07 $233,776 - $234,973	-4,601 Reduced 6.7%	64,097 $3.27 Million
Q2 2025 Jul 22, 2025	SELL	$50.52 - $50.92 $23,390 - $23,575	-463 Reduced 0.67%	68,698 $3.5 Million
Q1 2025 May 06, 2025	BUY	$50.72 - $50.92 $3,448 - $3,462	68 Added 0.1%	69,161 $3.52 Million
Q4 2024 Jan 29, 2025	BUY	$50.67 - $50.9 $3,800 - $3,817	75 Added 0.11%	69,093 $3.5 Million
Q3 2024 Nov 13, 2024	SELL	$50.61 - $50.96 $1.52 Million - $1.53 Million	-30,099 Reduced 30.37%	69,018 $3.52 Million

Q2 2024 Aug 14, 2024	SELL	$50.57 - $50.75 $476,116 - $477,811	-9,415 Reduced 8.67%	99,117 $5.03 Million
Q1 2024 May 14, 2024	SELL	$50.62 - $50.84 $752,111 - $755,380	-14,858 Reduced 12.04%	108,532 $5.51 Million
Q4 2023 Feb 08, 2024	BUY	$50.29 - $50.88 $389,797 - $394,370	7,751 Added 6.7%	123,390 $6.26 Million
Q3 2023 Nov 13, 2023	SELL	$50.45 - $50.66 $1.42 Million - $1.43 Million	-28,148 Reduced 19.58%	115,639 $5.83 Million
Q2 2023 Jul 28, 2023	SELL	$50.49 - $50.76 $179,340 - $180,299	-3,552 Reduced 2.41%	143,787 $7.28 Million
Q1 2023 May 11, 2023	BUY	$50.47 - $50.79 $796,113 - $801,161	15,774 Added 11.99%	147,339 $7.48 Million
Q4 2022 Feb 14, 2023	BUY	$50.24 - $50.61 $5.28 Million - $5.32 Million	105,030 Added 395.82%	131,565 $6.65 Million
Q3 2022 Nov 10, 2022	SELL	$50.25 - $50.72 $175,875 - $177,520	-3,500 Reduced 10.75%	29,060 $1.46 Million
Q2 2022 Nov 10, 2022	BUY	$50.42 - $50.72 $1.64 Million - $1.65 Million	32,560 New	32,560 $1.65 Million
Q1 2022 Feb 14, 2023	SELL	$50.56 - $51.05 $127,664 - $128,901	-2,525 Reduced 8.69%	26,535 $1.34 Million

Others Institutions Holding JMST

# of Institutions

551

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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