Sandbox Financial Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Sandbox Financial Partners, LLC

$234 Million
Q1 2024

A detailed history of Sandbox Financial Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Sandbox Financial Partners, LLC holds 47,265 shares of JMST stock, worth $2.39 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

47,265

Previous 46,394 1.88%

Holding current value

$2.39 Million

Previous $2.35 Million 1.87%

% of portfolio

1.02%

Previous 1.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$50.62 - $50.84 $44,090 - $44,281	871 Added 1.88%	47,265 $2.4 Million
Q4 2023 Jan 18, 2024	SELL	$50.29 - $50.88 $603 - $610	-12 Reduced 0.03%	46,394 $2.35 Million
Q3 2023 Oct 10, 2023	SELL	$50.45 - $50.66 $39,300 - $39,464	-779 Reduced 1.65%	46,406 $2.34 Million
Q2 2023 Jul 14, 2023	SELL	$50.49 - $50.76 $28,829 - $28,983	-571 Reduced 1.2%	47,185 $2.39 Million
Q1 2023 Apr 21, 2023	BUY	$50.47 - $50.79 $73,383 - $73,848	1,454 Added 3.14%	47,756 $2.43 Million

Q4 2022 Jan 25, 2023	BUY	$50.3 - $50.61 $227,859 - $229,263	4,530 Added 10.84%	46,302 $0
Q3 2022 Nov 14, 2022	BUY	$50.33 - $50.72 $209,523 - $211,147	4,163 Added 11.07%	41,772 $2.1 Million
Q2 2022 Aug 11, 2022	SELL	$50.42 - $50.72 $14,016 - $14,100	-278 Reduced 0.73%	37,609 $1.91 Million
Q1 2022 Apr 13, 2022	BUY	$50.56 - $51.05 $27,403 - $27,669	542 Added 1.45%	37,887 $1.92 Million
Q4 2021 Feb 11, 2022	SELL	$50.99 - $51.08 $360,754 - $361,391	-7,075 Reduced 15.93%	37,345 $1.91 Million
Q3 2021 Nov 12, 2021	SELL	$51.03 - $51.1 $558,472 - $559,238	-10,944 Reduced 19.77%	44,420 $2.27 Million
Q2 2021 Aug 16, 2021	BUY	$51.02 - $51.09 $364,793 - $365,293	7,150 Added 14.83%	55,364 $2.83 Million
Q1 2021 May 07, 2021	BUY	$51.0 - $51.08 $462,315 - $463,040	9,065 Added 23.16%	48,214 $2.46 Million
Q4 2020 Feb 12, 2021	BUY	$50.98 - $51.08 $2 Million - $2 Million	39,149 New	39,149 $2 Million

Others Institutions Holding JMST

# of Institutions

413

Shares Held

35.1M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Sandbox Financial Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History