Wmg Financial Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wmg Financial Advisors, LLC

$273 Million
Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,000 shares of JMST stock, worth $254,600. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,000

Previous 9,000 44.44%

Holding current value

$254,600

Previous $458,000 44.32%

% of portfolio

0.09%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$50.81 - $51.07 $203,240 - $204,280	-4,000 Reduced 44.44%	5,000 $255,000
Q2 2025 Jul 24, 2025	BUY	$50.52 - $50.92 $202,080 - $203,680	4,000 Added 80.0%	9,000 $458,000
Q1 2025 May 06, 2025	BUY	$50.72 - $50.92 $253,600 - $254,600	5,000 New	5,000 $254,000
Q1 2023 Apr 18, 2023	SELL	$50.47 - $50.79 $35,985 - $36,213	-713 Reduced 13.08%	4,740 $240,000
Q4 2022 Feb 10, 2023	BUY	$50.24 - $50.61 $150 - $151	3 Added 0.06%	5,453 $275,000

Q3 2022 Oct 18, 2022	BUY	$50.25 - $50.72 $100 - $101	2 Added 0.04%	5,450 $274,000
Q2 2022 Aug 08, 2022	BUY	$50.42 - $50.72 $50 - $50	1 Added 0.02%	5,448 $275,000
Q1 2022 Apr 18, 2022	BUY	$50.56 - $51.05 $15,218 - $15,366	301 Added 5.85%	5,447 $276,000
Q4 2021 Feb 14, 2022	BUY	$50.99 - $51.08 $262,394 - $262,857	5,146 New	5,146 $263,000

Others Institutions Holding JMST

# of Institutions

556

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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Wmg Financial Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History