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

Acima Private Wealth, LLC

$298 Billion
Q3 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

463

Shares Held

41.3M

Call Options Held

0

Put Options Held

0

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acima Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acima Private Wealth, LLC with notifications on news.