Williams Financial, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Williams Financial, LLC

$150 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$50.24 - $50.61 $6.2 Million - $6.25 Million	123,502 New	123,502 $0

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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