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

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

1.74M
Shares

$88.5 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
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.