Clarkston Capital Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Clarkston Capital Partners, LLC

$5.41 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$50.47 - $50.79 $176,645 - $177,765	-3,500 Reduced 39.28%	5,411 $274,000
Q4 2022 Feb 13, 2023	SELL	$50.24 - $50.61 $166,796 - $168,025	-3,320 Reduced 27.14%	8,911 $450,000
Q3 2022 Nov 16, 2022	SELL	$50.25 - $50.72 $751,689 - $758,720	-14,959 Reduced 55.02%	12,231 $615,000
Q2 2022 Aug 10, 2022	SELL	$50.42 - $50.72 $643,611 - $647,440	-12,765 Reduced 31.95%	27,190 $1.38 Million
Q1 2022 May 09, 2022	SELL	$50.56 - $51.05 $2.6 Million - $2.63 Million	-51,455 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$50.99 - $51.08 $394,407 - $395,103	-7,735 Reduced 13.07%	51,455 $2.63 Million
Q3 2021 Nov 10, 2021	BUY	$51.03 - $51.1 $1.49 Million - $1.49 Million	29,190 Added 97.3%	59,190 $3.02 Million
Q2 2021 Aug 16, 2021	BUY	$51.02 - $51.09 $1.53 Million - $1.53 Million	30,000 New	30,000 $1.53 Million

Others Institutions Holding JMST

# of Institutions

447

Shares Held

40.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.01M
Shares

$152 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.76M
Shares

$89.1 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.4 Million
0.09% of portfolio
Fiduciary Trust CO Boston, MA

1.23M
Shares

$62.4 Million
0.96% of portfolio
Resonant Capital Advisors, LLC

1.15M
Shares

$58.3 Million
4.37% of portfolio

About JP MORGAN ULTRA SHORT MUN INCO

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