Arete Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$50.49 - $50.76 $1.85 Million - $1.86 Million	36,557 New	36,557 $1.85 Million
Q3 2022 Nov 07, 2022	BUY	$50.25 - $50.72 $2.87 Million - $2.9 Million	57,096 Added 47.43%	177,483 $8.93 Million
Q2 2022 Aug 15, 2022	SELL	$50.42 - $50.72 $1.91 Million - $1.92 Million	-37,926 Reduced 23.96%	120,387 $6.1 Million
Q1 2022 May 06, 2022	BUY	$50.56 - $51.05 $570,872 - $576,405	11,291 Added 7.68%	158,313 $8.02 Million
Q4 2021 Feb 07, 2022	BUY	$50.99 - $51.08 $2.94 Million - $2.95 Million	57,688 Added 64.58%	147,022 $7.51 Million
Q3 2021 Nov 15, 2021	SELL	$51.03 - $51.1 $344,095 - $344,567	-6,743 Reduced 7.02%	89,334 $4.56 Million
Q2 2021 Aug 09, 2021	BUY	$51.02 - $51.09 $862,084 - $863,267	16,897 Added 21.34%	96,077 $4.91 Million
Q1 2021 May 10, 2021	BUY	$51.0 - $51.08 $31,671 - $31,720	621 Added 0.79%	79,180 $4.04 Million
Q4 2020 Feb 08, 2021	BUY	$50.98 - $51.08 $4 Million - $4.01 Million	78,559 New	78,559 $4.01 Million

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

0

Put Options Held

0

About JP MORGAN ULTRA SHORT MUN INCO

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