U.S. Capital Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 74,294 shares of JMST stock, worth $3.78 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
74,294
Previous 25,329 193.32%
Holding current value
$3.78 Million
Previous $1.29 Million 194.1%
% of portfolio
0.11%
Previous 0.04%

Shares

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

Oct 09, 2025
BUY
$50.81 - $51.07 $2.49 Million - $2.5 Million
48,965 Added 193.32%
74,294 $3.79 Million
Q2 2025

Jul 14, 2025
BUY
$50.52 - $50.92 $1.28 Million - $1.29 Million
25,329 New
25,329 $1.29 Million
Q2 2024

Jul 11, 2024
SELL
$50.57 - $50.75 $12,844 - $12,890
-254 Reduced 2.41%
10,284 $521,000
Q1 2024

May 10, 2024
SELL
$50.62 - $50.84 $48,898 - $49,111
-966 Reduced 8.4%
10,538 $534,000
Q4 2023

Feb 06, 2024
BUY
$50.29 - $50.88 $35,203 - $35,616
700 Added 6.48%
11,504 $583,000
Q3 2023

Oct 19, 2023
BUY
$50.45 - $50.66 $99,840 - $100,256
1,979 Added 22.42%
10,804 $545,000
Q4 2022

Feb 03, 2023
SELL
$50.24 - $50.61 $19,895 - $20,041
-396 Reduced 4.29%
8,825 $445,000
Q2 2022

Aug 12, 2022
SELL
$50.42 - $50.72 $49,613 - $49,908
-984 Reduced 9.64%
9,221 $467,000
Q1 2022

May 12, 2022
BUY
$50.56 - $51.05 $247,541 - $249,940
4,896 Added 92.22%
10,205 $517,000
Q4 2021

Jan 21, 2022
BUY
$50.99 - $51.08 $270,705 - $271,183
5,309 New
5,309 $271,000

Others Institutions Holding JMST

# of Institutions
555
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
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