Lehman & Derafelo Financial Resources LLC Jp Morgan Ultra Short Mun Inco Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 51,325 shares of JMST stock, worth $2.61 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

51,325

Previous 53,825 4.64%

Holding current value

$2.61 Million

Previous $2.71 Million 4.21%

% of portfolio

0.77%

Previous 0.85%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$50.24 - $50.61 $125,600 - $126,525	-2,500 Reduced 4.64%	51,325 $0
Q3 2022 Oct 21, 2022	SELL	$50.25 - $50.72 $321,600 - $324,608	-6,400 Reduced 10.63%	53,825 $2.71 Million
Q1 2022 Apr 21, 2022	BUY	$50.56 - $51.05 $673,712 - $680,241	13,325 Added 28.41%	60,225 $3.05 Million
Q4 2021 Feb 11, 2022	SELL	$50.99 - $51.08 $4.23 Million - $4.24 Million	-83,000 Reduced 63.9%	46,900 $2.4 Million
Q3 2021 Oct 28, 2021	SELL	$51.03 - $51.1 $2.44 Million - $2.44 Million	-47,800 Reduced 26.9%	129,900 $6.64 Million
Q2 2021 Jul 19, 2021	SELL	$51.02 - $51.09 $2.55 Million - $2.55 Million	-50,000 Reduced 21.96%	177,700 $9.07 Million
Q1 2021 Apr 21, 2021	BUY	$51.0 - $51.08 $204,000 - $204,320	4,000 Added 1.79%	227,700 $11.6 Million
Q4 2020 Jan 20, 2021	BUY	$50.98 - $51.08 $2.03 Million - $2.03 Million	39,800 Added 21.64%	223,700 $11.4 Million
Q3 2020 Nov 06, 2020	BUY	$50.93 - $51.06 $198,627 - $199,134	3,900 Added 2.17%	183,900 $9.38 Million
Q2 2020 Jul 30, 2020	SELL	$50.01 - $50.99 $100,020 - $101,980	-2,000 Reduced 1.1%	180,000 $9.18 Million
Q1 2020 May 13, 2020	BUY	$49.43 - $50.65 $9 Million - $9.22 Million	182,000 New	182,000 $9.18 Million

Others Institutions Holding JMST

# of Institutions

554

Shares Held

60.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Lehman & Derafelo Financial Resources LLC Jp Morgan Ultra Short Mun Inco Transaction History