Essex Financial Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

A detailed history of Essex Financial Services, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Essex Financial Services, Inc. holds 11,240 shares of JMST stock, worth $572,116. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,240

Previous 11,985 6.22%

Holding current value

$572,116

Previous $610,000 6.72%

% of portfolio

0.04%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$50.67 - $50.9 $37,749 - $37,920	-745 Reduced 6.22%	11,240 $569,000
Q3 2024 Oct 24, 2024	SELL	$50.61 - $50.96 $1.14 Million - $1.15 Million	-22,519 Reduced 65.26%	11,985 $610,000
Q2 2024 Aug 09, 2024	BUY	$50.57 - $50.75 $7,838 - $7,866	155 Added 0.45%	34,504 $1.75 Million
Q2 2024 Jul 31, 2024	BUY	$50.57 - $50.75 $730,079 - $732,677	14,437 Added 72.5%	34,349 $1.74 Million
Q1 2024 Apr 23, 2024	BUY	$50.62 - $50.84 $65,046 - $65,329	1,285 Added 6.9%	19,912 $1.01 Million
Q4 2023 Feb 05, 2024	SELL	$50.29 - $50.88 $198,444 - $200,772	-3,946 Reduced 17.48%	18,627 $945,000
Q3 2023 Nov 15, 2023	SELL	$50.45 - $50.66 $246,397 - $247,423	-4,884 Reduced 17.79%	22,573 $1.14 Million
Q2 2023 Aug 08, 2023	BUY	$50.49 - $50.76 $6,866 - $6,903	136 Added 0.5%	27,457 $1.39 Million
Q1 2023 May 11, 2023	BUY	$50.47 - $50.79 $106,289 - $106,963	2,106 Added 8.35%	27,321 $1.39 Million
Q4 2022 Feb 10, 2023	SELL	$50.24 - $50.61 $1.87 Million - $1.89 Million	-37,270 Reduced 59.65%	25,215 $1.27 Million
Q3 2022 Nov 07, 2022	BUY	$50.25 - $50.72 $198,688 - $200,546	3,954 Added 6.76%	62,485 $3.14 Million
Q2 2022 Aug 01, 2022	SELL	$50.42 - $50.72 $378,351 - $380,602	-7,504 Reduced 11.36%	58,531 $2.97 Million
Q1 2022 Apr 21, 2022	BUY	$50.56 - $51.05 $2.43 Million - $2.46 Million	48,113 Added 268.46%	66,035 $3.34 Million
Q4 2021 Feb 11, 2022	BUY	$50.99 - $51.08 $428,468 - $429,225	8,403 Added 88.28%	17,922 $915,000
Q3 2021 Nov 10, 2021	BUY	$51.03 - $51.1 $216,061 - $216,357	4,234 Added 80.11%	9,519 $486,000
Q1 2021 May 11, 2021	BUY	$51.0 - $51.08 $269,535 - $269,957	5,285 New	5,285 $270,000

Others Institutions Holding JMST

# of Institutions

470

Shares Held

42.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Essex Financial Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History