Tiedemann Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$51.03 - $51.1 $600,572 - $601,395	-11,769 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$51.0 - $51.08 $600,219 - $601,160	11,769 New	11,769 $601,000

Others Institutions Holding JMST

# of Institutions

445

Shares Held

36.9M

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

$89.4 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.7 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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