Ownership history in Jupiter Wealth Management LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Jupiter Wealth Management LLC reported a position in JPMorgan Ultra SHRT Muncipl Incm ETF (JMST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 90,000 | +10,000 | +12.5% | 2.05% | $4.6M | $50.73 |
| 2025 Q3 | UNCHANGED | 80,000 | — | 0% | 1.93% | $4.1M | $50.38 |
| 2025 Q2 | UNCHANGED | 80,000 | — | 0% | 2.06% | $4.1M | $49.91 |
| 2025 Q1 | UNCHANGED | 80,000 | — | 0% | 2.46% | $4.1M | $49.46 |
| 2024 Q4 | UNCHANGED | 80,000 | — | 0% | 2.03% | $4.1M | $49.08 |
| 2024 Q3 | UNCHANGED | 80,000 | — | 0% | 2.09% | $4.1M | $48.79 |
| 2024 Q2 | UNCHANGED | 80,000 | — | 0% | 2.16% | $4.1M | $48.20 |
| 2024 Q1 | UNCHANGED | 80,000 | — | 0% | 2.14% | $4.1M | $47.78 |
| 2023 Q4 | UNCHANGED | 80,000 | — | 0% | 2.39% | $4.1M | $47.51 |
| 2023 Q3 | INITIATED | 80,000 | — | — | 2.62% | $4.0M | — |
As of 2025 Q4 — sorted by position size