Appleton Partners Inc Jp Morgan Ultra Short Mun Inco Transaction History

Appleton Partners Inc

$1.3 Billion
Q2 2024

A detailed history of Appleton Partners Inc transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Appleton Partners Inc holds 161,743 shares of JMST stock, worth $8.22 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

161,743

Previous 181,911 11.09%

Holding current value

$8.22 Million

Previous $9.23 Million 11.07%

% of portfolio

0.63%

Previous 0.72%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	SELL	$50.57 - $50.75 $1.02 Million - $1.02 Million	-20,168 Reduced 11.09%	161,743 $8.21 Million
Q1 2024 Apr 01, 2024	SELL	$50.62 - $50.84 $17,970 - $18,048	-355 Reduced 0.19%	181,911 $9.23 Million
Q4 2023 Jan 02, 2024	SELL	$50.29 - $50.88 $684,245 - $692,273	-13,606 Reduced 6.95%	182,266 $9.25 Million
Q3 2023 Oct 03, 2023	SELL	$50.45 - $50.66 $2.3 Million - $2.31 Million	-45,515 Reduced 18.86%	195,872 $9.88 Million
Q2 2023 Jul 10, 2023	SELL	$50.49 - $50.76 $612,898 - $616,175	-12,139 Reduced 4.79%	241,387 $12.2 Million

Q1 2023 Apr 10, 2023	BUY	$50.47 - $50.79 $34,067 - $34,283	675 Added 0.27%	253,526 $12.9 Million
Q4 2022 Jan 19, 2023	SELL	$50.3 - $50.61 $755,807 - $760,465	-15,026 Reduced 5.61%	252,851 $12.8 Million
Q3 2022 Oct 27, 2022	BUY	$50.33 - $50.72 $1.39 Million - $1.4 Million	27,673 Added 11.52%	267,877 $13.5 Million
Q2 2022 Jul 08, 2022	BUY	$50.42 - $50.72 $1.03 Million - $1.03 Million	20,339 Added 9.25%	240,204 $12.2 Million
Q1 2022 Apr 05, 2022	SELL	$50.56 - $51.05 $1.59 Million - $1.6 Million	-31,409 Reduced 12.5%	219,865 $11.1 Million
Q4 2021 Feb 03, 2022	BUY	$50.99 - $51.08 $854,643 - $856,151	16,761 Added 7.15%	251,274 $12.8 Million
Q3 2021 Oct 14, 2021	BUY	$51.03 - $51.1 $3.66 Million - $3.66 Million	71,687 Added 44.03%	234,513 $12 Million
Q2 2021 Jul 07, 2021	BUY	$51.02 - $51.09 $4.3 Million - $4.3 Million	84,191 Added 107.07%	162,826 $8.31 Million
Q1 2021 Apr 19, 2021	BUY	$51.0 - $51.08 $4.01 Million - $4.02 Million	78,635 New	78,635 $4.01 Million

Others Institutions Holding JMST

# of Institutions

425

Shares Held

36M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Appleton Partners Inc Jp Morgan Ultra Short Mun Inco Transaction History