Jpmorgan Chase & CO Putnam Municipal Opportunities Trust Transaction History

Jpmorgan Chase & CO

$1.22 Trillion
Q3 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$10.15 - $10.9 $0 - $0	0 New	0 $0
Q1 2024 May 10, 2024	BUY	$10.03 - $10.54 $52,958 - $55,651	5,280 New	5,280 $53,000
Q2 2023 Aug 11, 2023	BUY	$9.73 - $10.54 $4,368 - $4,732	449 New	449 $4,000

Others Institutions Holding PMO

# of Institutions

102

Shares Held

6.49M

Call Options Held

0

Put Options Held

0

Melfa Wealth Management, LLC Westborough, MA

481K
Shares

$4.98 Million
3.46% of portfolio
Pathstone Holdings, LLC Englewood, NJ

358K
Shares

$3.7 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

333K
Shares

$3.45 Million
0.01% of portfolio
Guggenheim Capital LLC Chicago, IL

329K
Shares

$3.4 Million
0.03% of portfolio
Morgan Stanley New York, NY

328K
Shares

$3.39 Million
0.0% of portfolio

About PUTNAM MUNICIPAL OPPORTUNITIES TRUST

Ticker PMO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Putnam Municipal Opportunities Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in fixed income markets of United States. The fund invests in companies operating across healthcare, utilities, transportation, water and sewer...

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