Blue Barn Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Blue Barn Wealth, LLC

$186 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$50.99 - $51.08 $438,564 - $439,339	-8,601 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$51.03 - $51.1 $438,909 - $439,511	8,601 New	8,601 $439,000

Others Institutions Holding JMST

# of Institutions

450

Shares Held

40.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.01M
Shares

$153 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$97.7 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.92M
Shares

$97.3 Million
0.09% of portfolio
Fiduciary Trust CO Boston, MA

1.23M
Shares

$62.5 Million
0.96% of portfolio
Resonant Capital Advisors, LLC

1.15M
Shares

$58.4 Million
4.37% of portfolio

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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