Symphony Financial, Ltd. Co. Jp Morgan Ultra Short Mun Inco Transaction History

Symphony Financial, Ltd. Co.

$608 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$50.29 - $50.88 $198,846 - $201,179	3,954 New	3,954 $200,000

Others Institutions Holding JMST

# of Institutions

447

Shares Held

40.1M

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

1.93M
Shares

$97.7 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.5 Million
0.09% of portfolio
Fiduciary Trust CO Boston, MA

1.23M
Shares

$62.5 Million
0.96% of portfolio
Resonant Capital Advisors, LLC

1.15M
Shares

$58.4 Million
4.37% of portfolio

About JP MORGAN ULTRA SHORT MUN INCO

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