Gerber Kawasaki Wealth & Investment Management Jp Morgan Ultra Short Mun Inco Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$50.99 - $51.08 $203 - $204	-4 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$51.03 - $51.1 $327,000 - $327,448	-6,408 Reduced 99.94%	4 $4,000
Q2 2021 Aug 11, 2021	BUY	$51.02 - $51.09 $327,140 - $327,589	6,412 New	6,412 $327,000

Others Institutions Holding JMST

# of Institutions

450

Shares Held

40.7M

Call Options Held

Put Options Held

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

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About JP MORGAN ULTRA SHORT MUN INCO

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