Pacific Capital Wealth Advisors, Inc Jp Morgan Ultra Short Mun Inco Transaction History

Pacific Capital Wealth Advisors, Inc

  • $547 Million
  • Q2 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 05, 2022
SELL
$50.42 - $50.72 $14,924 - $15,013
-296 Reduced 2.09%
13,883 $703,000
Q1 2022

May 16, 2022
BUY
$50.56 - $51.05 $13,904 - $14,038
275 Added 1.98%
14,179 $718,000
Q3 2021

Nov 30, 2021
SELL
$51.03 - $51.1 $874,960 - $876,160
-17,146 Reduced 55.22%
13,904 $710,000
Q2 2021

Aug 13, 2021
SELL
$51.02 - $51.09 $119,897 - $120,061
-2,350 Reduced 7.04%
31,050 $1.59 Million
Q1 2021

May 17, 2021
BUY
$51.0 - $51.08 $108,375 - $108,545
2,125 Added 6.79%
33,400 $1.71 Million
Q4 2020

Feb 16, 2021
BUY
$50.98 - $51.08 $221,915 - $222,351
4,353 Added 16.17%
31,275 $1.6 Million
Q3 2020

Nov 16, 2020
SELL
$50.93 - $51.06 $90,553 - $90,784
-1,778 Reduced 6.2%
26,922 $1.37 Million
Q2 2020

Aug 11, 2020
SELL
$50.01 - $50.99 $2.81 Million - $2.87 Million
-56,287 Reduced 66.23%
28,700 $1.46 Million
Q1 2020

May 19, 2020
BUY
$49.43 - $50.65 $4.2 Million - $4.3 Million
84,987 New
84,987 $4.29 Million

Others Institutions Holding JMST

# of Institutions
445
Shares Held
36.9M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
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