Resonant Capital Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Resonant Capital Advisors, LLC

$1.35 Billion
Q4 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 1,171,600 shares of JMST stock, worth $59.6 Million. This represents 4.4% of its overall portfolio holdings.

Number of Shares

1,171,600

Previous 1,150,249 1.86%

Holding current value

$59.6 Million

Previous $58.6 Million 1.4%

% of portfolio

4.4%

Previous 4.37%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$50.67 - $50.9 $1.08 Million - $1.09 Million	21,351 Added 1.86%	1,171,600 $59.4 Million
Q3 2024 Oct 18, 2024	BUY	$50.61 - $50.96 $13 Million - $13.1 Million	257,415 Added 28.83%	1,150,249 $58.6 Million
Q2 2024 Aug 01, 2024	BUY	$50.57 - $50.75 $8.28 Million - $8.31 Million	163,699 Added 22.45%	892,834 $45.3 Million
Q1 2024 May 01, 2024	BUY	$50.62 - $50.84 $2.54 Million - $2.55 Million	50,223 Added 7.4%	729,135 $37 Million
Q4 2023 Jan 31, 2024	BUY	$50.29 - $50.88 $1.2 Million - $1.21 Million	23,850 Added 3.64%	678,912 $34.4 Million
Q3 2023 Oct 31, 2023	BUY	$50.45 - $50.66 $4.18 Million - $4.2 Million	82,920 Added 14.49%	655,062 $33 Million
Q2 2023 Jul 25, 2023	SELL	$50.49 - $50.76 $810,414 - $814,748	-16,051 Reduced 2.73%	572,142 $29 Million
Q1 2023 Apr 21, 2023	SELL	$50.47 - $50.79 $1.65 Million - $1.66 Million	-32,731 Reduced 5.27%	588,193 $29.9 Million
Q4 2022 Jan 23, 2023	BUY	$50.24 - $50.61 $10.2 Million - $10.3 Million	203,734 Added 48.83%	620,924 $0
Q3 2022 Oct 20, 2022	BUY	$50.25 - $50.72 $16.2 Million - $16.4 Million	322,984 Added 342.85%	417,190 $21 Million
Q2 2022 Jul 12, 2022	BUY	$50.42 - $50.72 $3.89 Million - $3.91 Million	77,053 Added 449.21%	94,206 $4.77 Million
Q1 2022 Apr 19, 2022	SELL	$50.56 - $51.05 $5,056 - $5,105	-100 Reduced 0.58%	17,153 $868,000
Q4 2021 Jan 26, 2022	BUY	$50.99 - $51.08 $274,989 - $275,474	5,393 Added 45.47%	17,253 $881,000
Q3 2021 Oct 18, 2021	SELL	$51.03 - $51.1 $275,204 - $275,582	-5,393 Reduced 31.26%	11,860 $606,000
Q2 2021 Jul 16, 2021	SELL	$51.02 - $51.09 $10,204 - $10,218	-200 Reduced 1.15%	17,253 $881,000
Q1 2021 Apr 28, 2021	BUY	$51.0 - $51.08 $205,377 - $205,699	4,027 Added 29.99%	17,453 $891,000
Q4 2020 Jan 15, 2021	BUY	$50.98 - $51.08 $684,457 - $685,800	13,426 New	13,426 $685,000

Others Institutions Holding JMST

# of Institutions

470

Shares Held

42.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Resonant Capital Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History