Lido Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Lido Advisors, LLC

$17.8 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$50.29 - $50.88 $203,423 - $205,809	-4,045 Reduced 35.4%	7,383 $374,000
Q3 2023 Nov 14, 2023	SELL	$50.45 - $50.66 $690,963 - $693,839	-13,696 Reduced 54.51%	11,428 $576,000
Q2 2023 Aug 09, 2023	BUY	$50.49 - $50.76 $395,488 - $397,603	7,833 Added 45.3%	25,124 $1.27 Million
Q1 2023 May 15, 2023	BUY	$50.47 - $50.79 $143,334 - $144,243	2,840 Added 19.65%	17,291 $878,000
Q1 2022 May 17, 2022	SELL	$50.56 - $51.05 $83,980 - $84,794	-1,661 Reduced 10.31%	14,451 $731,000
Q4 2021 Feb 15, 2022	SELL	$50.99 - $51.08 $848,473 - $849,971	-16,640 Reduced 50.81%	16,112 $822,000
Q3 2021 Feb 15, 2022	SELL	$51.03 - $51.1 $4.32 Million - $4.33 Million	-84,642 Reduced 72.1%	32,752 $1.67 Million
Q3 2021 Nov 12, 2021	BUY	$51.03 - $51.1 $5.19 Million - $5.2 Million	101,768 Added 651.27%	117,394 $1.67 Million
Q2 2021 Aug 12, 2021	SELL	$51.02 - $51.09 $1.44 Million - $1.44 Million	-28,202 Reduced 64.35%	15,626 $798,000
Q1 2021 May 13, 2021	BUY	$51.0 - $51.08 $1.5 Million - $1.5 Million	29,377 Added 203.29%	43,828 $2.24 Million
Q4 2020 Feb 08, 2021	BUY	$50.98 - $51.08 $736,711 - $738,157	14,451 New	14,451 $737,000

Others Institutions Holding JMST

# of Institutions

445

Shares Held

36.9M

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

1.76M
Shares

$89.4 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.7 Million
0.09% of portfolio
Fiduciary Trust CO Boston, MA

1.23M
Shares

$62.6 Million
0.96% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$53.4 Million
0.01% of portfolio

About JP MORGAN ULTRA SHORT MUN INCO

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