Acima Private Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Acima Private Wealth, LLC

$272 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 28, 2024	SELL	$50.29 - $50.88 $945,653 - $956,747	-18,804 Closed	0 $0
Q1 2023 Feb 28, 2024	SELL	$50.47 - $50.79 $46,735 - $47,031	-926 Reduced 4.69%	18,804 $955 Million
Q4 2022 Feb 28, 2024	SELL	$50.24 - $50.61 $9,595 - $9,666	-191 Reduced 0.96%	19,730 $997 Million
Q2 2022 Feb 28, 2024	SELL	$50.42 - $50.72 $416,267 - $418,744	-8,256 Reduced 29.3%	19,921 $1.01 Billion
Q1 2022 May 02, 2022	SELL	$50.56 - $51.05 $797,331 - $805,058	-15,770 Reduced 35.88%	28,177 $1.43 Million
Q4 2021 Mar 10, 2022	BUY	$50.99 - $51.08 $145,270 - $145,526	2,849 Added 6.93%	43,947 $2.24 Million
Q3 2021 Nov 09, 2021	BUY	$51.03 - $51.1 $512,443 - $513,146	10,042 Added 32.34%	41,098 $2.1 Million
Q2 2021 Aug 13, 2021	SELL	$51.02 - $51.09 $6,173 - $6,181	-121 Reduced 0.39%	31,056 $1.59 Million
Q1 2021 May 14, 2021	BUY	$51.0 - $51.08 $106,335 - $106,501	2,085 Added 7.17%	31,177 $1.59 Million
Q4 2020 May 14, 2021	BUY	$50.98 - $51.08 $1.37 Million - $1.38 Million	26,956 Added 1261.99%	29,092 $1.49 Million
Q3 2020 May 14, 2021	BUY	$50.93 - $51.06 $58,416 - $58,565	1,147 Added 115.98%	2,136 $109,000
Q2 2020 May 14, 2021	BUY	$50.01 - $50.99 $49,459 - $50,429	989 New	989 $50,000

Others Institutions Holding JMST

# of Institutions

447

Shares Held

40.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.01M
Shares

$152 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.76M
Shares

$89.1 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.4 Million
0.09% of portfolio
Fiduciary Trust CO Boston, MA

1.23M
Shares

$62.4 Million
0.96% of portfolio
Resonant Capital Advisors, LLC

1.15M
Shares

$58.3 Million
4.37% of portfolio

About JP MORGAN ULTRA SHORT MUN INCO

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