Dfpg Investments, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Dfpg Investments, LLC

$1.29 Billion
Q4 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	$50.24 - $50.61 $100,480 - $101,220	-2,000 Reduced 28.18%	5,097 $257,000
Q2 2022 Aug 01, 2022	SELL	$50.42 - $50.72 $176,470 - $177,520	-3,500 Reduced 33.03%	7,097 $359,000
Q1 2022 Apr 22, 2022	SELL	$50.56 - $51.05 $429,760 - $433,925	-8,500 Reduced 44.51%	10,597 $535,000
Q4 2021 Jan 31, 2022	SELL	$50.99 - $51.08 $798,503 - $799,912	-15,660 Reduced 45.06%	19,097 $973,000
Q3 2021 Oct 19, 2021	SELL	$51.03 - $51.1 $271,989 - $272,363	-5,330 Reduced 13.3%	34,757 $1.78 Million
Q2 2021 Jul 21, 2021	BUY	$51.02 - $51.09 $522,648 - $523,365	10,244 Added 34.33%	40,087 $2.05 Million
Q1 2021 Apr 14, 2021	BUY	$51.0 - $51.08 $1.23 Million - $1.23 Million	24,037 Added 414.0%	29,843 $1.52 Million
Q4 2020 Jan 19, 2021	BUY	$50.98 - $51.08 $295,989 - $296,570	5,806 New	5,806 $296,000
Q3 2020 Oct 13, 2020	SELL	$50.93 - $51.06 $214,262 - $214,809	-4,207 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$50.01 - $50.99 $210,392 - $214,514	4,207 New	4,207 $214,000

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

0

Put Options Held

0

About JP MORGAN ULTRA SHORT MUN INCO

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