Tradition Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025

A detailed history of Tradition Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 12,072 shares of JMST stock, worth $614,706. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,072
Previous 15,244 20.81%
Holding current value
$614,706
Previous $776,000 20.62%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 13, 2025
SELL
$50.81 - $51.07 $161,169 - $161,994
-3,172 Reduced 20.81%
12,072 $616,000
Q2 2025

Aug 12, 2025
BUY
$50.52 - $50.92 $61,735 - $62,224
1,222 Added 8.71%
15,244 $776,000
Q1 2025

May 14, 2025
SELL
$50.72 - $50.92 $355,040 - $356,440
-7,000 Reduced 33.3%
14,022 $713,000
Q4 2024

Feb 13, 2025
SELL
$50.67 - $50.9 $188,897 - $189,755
-3,728 Reduced 15.06%
21,022 $1.07 Million
Q3 2024

Nov 14, 2024
SELL
$50.61 - $50.96 $177,135 - $178,360
-3,500 Reduced 12.39%
24,750 $1.26 Million
Q2 2024

Aug 12, 2024
SELL
$50.57 - $50.75 $101,140 - $101,500
-2,000 Reduced 6.61%
28,250 $1.43 Million
Q1 2024

May 13, 2024
SELL
$50.62 - $50.84 $561,882 - $564,324
-11,100 Reduced 26.84%
30,250 $1.53 Million
Q4 2023

Feb 12, 2024
BUY
$50.29 - $50.88 $787,038 - $796,272
15,650 Added 60.89%
41,350 $2.1 Million
Q3 2023

Nov 13, 2023
SELL
$50.45 - $50.66 $151,350 - $151,980
-3,000 Reduced 10.45%
25,700 $1.3 Million
Q2 2023

Aug 14, 2023
SELL
$50.49 - $50.76 $126,225 - $126,900
-2,500 Reduced 8.01%
28,700 $1.45 Million
Q1 2023

May 11, 2023
BUY
$50.47 - $50.79 $1.57 Million - $1.58 Million
31,200 New
31,200 $1.59 Million

Others Institutions Holding JMST

# of Institutions
556
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
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email