Bank Of Montreal Jp Morgan Ultra Short Mun Inco Transaction History

Bank Of Montreal

$202 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$50.62 - $50.84 $455 - $457	-9 Reduced 0.91%	980 $49,000
Q4 2023 Feb 08, 2024	BUY	$50.29 - $50.88 $49,736 - $50,320	989 New	989 $50,000

Others Institutions Holding JMST

# of Institutions

488

Shares Held

51M

Call Options Held

6.5K

Put Options Held

0

Castlekeep Investment Advisors LLC Westport, CT

5.54M
Shares

$282 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

2.93M
Shares

$149 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

2.4M
Shares

$122 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

2.33M
Shares

$118 Million
0.05% of portfolio
Resonant Capital Advisors, LLC

1.17M
Shares

$59.6 Million
4.4% of portfolio

About JP MORGAN ULTRA SHORT MUN INCO

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