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

Moneco Advisors, LLC

$667 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$50.57 - $50.75 $214,265 - $215,027	-4,237 Closed	0 $0
Q1 2024 Apr 25, 2024	BUY	$50.62 - $50.84 $214,476 - $215,409	4,237 New	4,237 $214,000
Q3 2022 Nov 01, 2022	SELL	$50.25 - $50.72 $50,300 - $50,770	-1,001 Reduced 16.44%	5,088 $256,000
Q2 2022 Aug 10, 2022	SELL	$50.42 - $50.72 $10,084 - $10,144	-200 Reduced 3.18%	6,089 $308,000
Q1 2022 May 09, 2022	SELL	$50.56 - $51.05 $101,120 - $102,100	-2,000 Reduced 24.13%	6,289 $318,000
Q3 2021 Nov 03, 2021	SELL	$51.03 - $51.1 $51,030 - $51,100	-1,000 Reduced 10.77%	8,289 $423,000
Q1 2021 May 17, 2021	BUY	$51.0 - $51.08 $153,000 - $153,240	3,000 Added 47.7%	9,289 $474,000
Q4 2020 Jan 22, 2021	SELL	$50.98 - $51.08 $40,784 - $40,864	-800 Reduced 11.29%	6,289 $321,000
Q3 2020 Oct 20, 2020	BUY	$50.93 - $51.06 $361,042 - $361,964	7,089 New	7,089 $361,000

Others Institutions Holding JMST

# of Institutions

448

Shares Held

36.8M

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

$89.3 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.6 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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