Gradient Investments LLC Jp Morgan Ultra Short Mun Inco Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$50.47 - $50.79 $807 - $812	16 Added 1.38%	1,175 $59,000
Q4 2022 Jan 10, 2023	SELL	$50.24 - $50.61 $25,622 - $25,811	-510 Reduced 30.56%	1,159 $0
Q3 2022 Oct 14, 2022	SELL	$50.25 - $50.72 $1,909 - $1,927	-38 Reduced 2.23%	1,669 $84,000
Q2 2022 Jul 11, 2022	SELL	$50.42 - $50.72 $48,705 - $48,995	-966 Reduced 36.14%	1,707 $86,000
Q1 2022 May 26, 2022	SELL	$50.56 - $51.05 $960 - $969	-19 Reduced 0.71%	2,673 $135,000
Q4 2021 Jan 12, 2022	SELL	$50.99 - $51.08 $121,458 - $121,672	-2,382 Reduced 46.95%	2,692 $137,000
Q3 2021 Oct 18, 2021	BUY	$51.03 - $51.1 $14,441 - $14,461	283 Added 5.91%	5,074 $259,000
Q2 2021 Jul 12, 2021	BUY	$51.02 - $51.09 $16,887 - $16,910	331 Added 7.42%	4,791 $245,000
Q1 2021 Apr 21, 2021	BUY	$51.0 - $51.08 $24,327 - $24,365	477 Added 11.98%	4,460 $228,000
Q4 2020 Jan 08, 2021	SELL	$50.98 - $51.08 $7,545 - $7,559	-148 Reduced 3.58%	3,983 $203,000
Q3 2020 Oct 06, 2020	BUY	$50.93 - $51.06 $74,612 - $74,802	1,465 Added 54.95%	4,131 $211,000
Q2 2020 Jul 10, 2020	BUY	$50.01 - $50.99 $133,326 - $135,939	2,666 New	2,666 $136,000

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

0

Put Options Held

0

About JP MORGAN ULTRA SHORT MUN INCO

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