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

Taylor, Cottrill, Erickson & Associates, Inc.

$338 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

448

Shares Held

36.8M

Call Options Held

Put Options Held

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

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

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