Jsf Financial, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Jsf Financial, LLC

$325 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$50.47 - $50.79 $80,398 - $80,908	-1,593 Reduced 22.92%	5,357 $272,000
Q4 2022 Feb 10, 2023	SELL	$50.24 - $50.61 $2.54 Million - $2.56 Million	-50,588 Reduced 87.92%	6,950 $351,000
Q3 2022 Nov 10, 2022	SELL	$50.25 - $50.72 $557,724 - $562,941	-11,099 Reduced 16.17%	57,538 $2.89 Million
Q2 2022 Jul 28, 2022	SELL	$50.42 - $50.72 $440,721 - $443,343	-8,741 Reduced 11.3%	68,637 $3.48 Million
Q1 2022 May 12, 2022	BUY	$50.56 - $51.05 $902,344 - $911,089	17,847 Added 29.98%	77,378 $3.92 Million
Q4 2021 Feb 10, 2022	BUY	$50.99 - $51.08 $154,958 - $155,232	3,039 Added 5.38%	59,531 $3.04 Million
Q3 2021 Nov 12, 2021	BUY	$51.03 - $51.1 $353,127 - $353,612	6,920 Added 13.96%	56,492 $2.89 Million
Q2 2021 Aug 12, 2021	SELL	$51.02 - $51.09 $183,416 - $183,668	-3,595 Reduced 6.76%	49,572 $2.53 Million
Q1 2021 May 04, 2021	BUY	$51.0 - $51.08 $564,315 - $565,200	11,065 Added 26.28%	53,167 $2.71 Million
Q4 2020 Feb 04, 2021	BUY	$50.98 - $51.08 $399,071 - $399,854	7,828 Added 22.84%	42,102 $2.15 Million
Q3 2020 Nov 12, 2020	BUY	$50.93 - $51.06 $1.75 Million - $1.75 Million	34,274 New	34,274 $1.75 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 Jsf Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jsf Financial, LLC with notifications on news.