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

Pacific Capital Wealth Advisors, Inc

$592 Million
Q3 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

463

Shares Held

41.3M

Call Options Held

0

Put Options Held

0

About JP MORGAN ULTRA SHORT MUN INCO

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