Wealth Enhancement Advisory Services, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wealth Enhancement Advisory Services, LLC

$65.4 Billion
Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,268,731 shares of JMST stock, worth $64.6 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,268,731

Previous 1,070,471 18.52%

Holding current value

$64.6 Million

Previous $54.6 Million 18.24%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$50.85 - $51.0 $10.1 Million - $10.1 Million	198,260 Added 18.52%	1,268,731 $64.6 Million
Q3 2025 Oct 29, 2025	BUY	$50.81 - $51.07 $14.6 Million - $14.7 Million	287,650 Added 36.75%	1,070,471 $54.6 Million
Q2 2025 Jul 10, 2025	BUY	$50.52 - $50.92 $24.2 Million - $24.4 Million	479,460 Added 158.05%	782,821 $39.9 Million
Q1 2025 Apr 16, 2025	SELL	$50.72 - $50.92 $682,488 - $685,179	-13,456 Reduced 4.25%	303,361 $15.4 Million
Q4 2024 Mar 17, 2025	BUY	$50.67 - $50.9 $4.19 Million - $4.21 Million	82,674 Added 35.31%	316,817 $16.1 Million

Q4 2024 Jan 10, 2025	BUY	$50.67 - $50.9 $6.75 Million - $6.78 Million	133,215 Added 131.99%	234,143 $11.9 Million
Q3 2024 Oct 23, 2024	BUY	$50.61 - $50.96 $41,095 - $41,379	812 Added 0.81%	100,928 $5.14 Million
Q2 2024 Jul 16, 2024	BUY	$50.57 - $50.75 $1.03 Million - $1.03 Million	20,274 Added 25.39%	100,116 $5.08 Million
Q1 2024 Apr 15, 2024	SELL	$50.62 - $50.84 $1.4 Million - $1.41 Million	-27,661 Reduced 25.73%	79,842 $4.05 Million
Q4 2023 Jan 30, 2024	BUY	$50.29 - $50.88 $210,865 - $213,339	4,193 Added 4.06%	107,503 $5.45 Million
Q3 2023 Nov 13, 2023	BUY	$50.45 - $50.66 $5.21 Million - $5.23 Million	103,310 New	103,310 $5.21 Million
Q1 2023 Apr 25, 2023	BUY	$50.47 - $50.79 $861,371 - $866,832	17,067 New	17,067 $866,000
Q1 2022 Apr 18, 2022	SELL	$50.56 - $51.05 $455,040 - $459,450	-9,000 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$51.02 - $51.09 $459,180 - $459,810	9,000 New	9,000 $460,000

Others Institutions Holding JMST

# of Institutions

556

Shares Held

60.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Wealth Enhancement Advisory Services, LLC Jp Morgan Ultra Short Mun Inco Transaction History