Cx Institutional Jp Morgan Ultra Short Mun Inco Transaction History

Cx Institutional

$2.24 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	$50.25 - $50.72 $1.58 Million - $1.59 Million	-31,402 Reduced 40.11%	46,884 $2.36 Million
Q2 2022 Aug 02, 2022	SELL	$50.42 - $50.72 $2.71 Million - $2.73 Million	-53,783 Reduced 40.72%	78,286 $3.97 Million
Q1 2022 May 09, 2022	SELL	$50.56 - $51.05 $49,245 - $49,722	-974 Reduced 0.73%	132,069 $6.69 Million
Q4 2021 Jan 18, 2022	BUY	$50.99 - $51.08 $2.9 Million - $2.9 Million	56,803 Added 74.51%	133,043 $6.79 Million
Q2 2021 Aug 04, 2021	SELL	$51.02 - $51.09 $805,707 - $806,813	-15,792 Reduced 17.16%	76,240 $3.89 Million
Q4 2020 Jan 12, 2021	BUY	$50.98 - $51.08 $1.2 Million - $1.2 Million	23,443 Added 34.18%	92,032 $4.7 Million
Q3 2020 Oct 13, 2020	BUY	$50.93 - $51.06 $3.49 Million - $3.5 Million	68,589 New	68,589 $3.5 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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