Taylor, Cottrill, Erickson & Associates, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

  • $299 Million
  • Q3 2025

A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 145,205 shares of JMST stock, worth $7.39 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
145,205
Previous 137,350 5.72%
Holding current value
$7.39 Million
Previous $6.99 Million 5.98%
% of portfolio
2.48%
Previous 2.41%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$50.81 - $51.07 $399,112 - $401,154
7,855 Added 5.72%
145,205 $7.41 Million
Q2 2025

Aug 08, 2025
BUY
$50.52 - $50.92 $2.58 Million - $2.6 Million
51,135 Added 59.31%
137,350 $6.99 Million
Q1 2025

Apr 28, 2025
BUY
$50.72 - $50.92 $149,624 - $150,214
2,950 Added 3.54%
86,215 $4.38 Million
Q4 2024

Feb 10, 2025
BUY
$50.67 - $50.9 $2.62 Million - $2.63 Million
51,660 Added 163.46%
83,265 $4.22 Million
Q3 2024

Nov 04, 2024
BUY
$50.61 - $50.96 $1.6 Million - $1.61 Million
31,605 New
31,605 $1.61 Million
Q4 2021

Feb 03, 2022
SELL
$50.99 - $51.08 $3.53 Million - $3.54 Million
-69,210 Closed
0 $0
Q3 2021

Oct 15, 2021
BUY
$51.03 - $51.1 $364,864 - $365,365
7,150 Added 11.52%
69,210 $3.54 Million
Q2 2021

Jul 20, 2021
BUY
$51.02 - $51.09 $806,116 - $807,222
15,800 Added 34.15%
62,060 $3.17 Million
Q1 2021

Apr 14, 2021
BUY
$51.0 - $51.08 $2.36 Million - $2.36 Million
46,260 New
46,260 $2.36 Million

Others Institutions Holding JMST

# of Institutions
555
Shares Held
60.6M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track Taylor, Cottrill, Erickson & Associates, Inc. Portfolio

Follow Taylor, Cottrill, Erickson & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor, Cottrill, Erickson & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor, Cottrill, Erickson & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email