Orion Capital Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Orion Capital Management LLC

$185 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$50.42 - $50.72 $504 - $507	-10 Reduced 0.91%	1,091 $55,000
Q3 2021 Oct 25, 2021	BUY	$51.03 - $51.1 $56,184 - $56,261	1,101 New	1,101 $56,000

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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