Sfg Wealth Management, Llc. Jp Morgan Ultra Short Mun Inco Transaction History

Sfg Wealth Management, Llc.

$168 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$50.62 - $50.84 $218,779 - $219,730	4,322 New	4,322 $219,000
Q2 2023 Jul 14, 2023	BUY	$50.49 - $50.76 $497,932 - $500,595	9,862 New	9,862 $499,000

Others Institutions Holding JMST

# of Institutions

448

Shares Held

36.8M

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

$89.3 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.6 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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