Svb Wealth LLC Jp Morgan Ultra Short Mun Inco Transaction History

Svb Wealth LLC

$5.3 Billion
Q4 2024

A detailed history of Svb Wealth LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Svb Wealth LLC holds 72,446 shares of JMST stock, worth $3.68 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

72,446

Holding current value

$3.68 Million

% of portfolio

0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$50.67 - $50.9 $3.67 Million - $3.69 Million	72,446 New	72,446 $3.67 Million
Q2 2024 Aug 06, 2024	SELL	$50.57 - $50.75 $1.42 Million - $1.43 Million	-28,132 Reduced 26.95%	76,247 $3.87 Million
Q1 2024 May 15, 2024	SELL	$50.62 - $50.84 $815,083 - $818,625	-16,102 Reduced 13.36%	104,379 $5.3 Million
Q4 2023 Jan 30, 2024	SELL	$50.29 - $50.88 $1.19 Million - $1.2 Million	-23,617 Reduced 16.39%	120,481 $6.11 Million
Q3 2023 Oct 23, 2023	SELL	$50.45 - $50.66 $3 Million - $3.01 Million	-59,464 Reduced 29.21%	144,098 $7.27 Million
Q2 2023 Jul 24, 2023	SELL	$50.49 - $50.76 $1.22 Million - $1.22 Million	-24,120 Reduced 10.59%	203,562 $10.3 Million
Q1 2023 May 12, 2023	BUY	$50.47 - $50.79 $11.5 Million - $11.6 Million	227,682 New	227,682 $11.6 Million
Q3 2022 Nov 09, 2022	BUY	$50.25 - $50.72 $4.02 Million - $4.05 Million	79,928 Added 51.56%	234,951 $11.8 Million
Q2 2022 Aug 16, 2022	BUY	$50.42 - $50.72 $5.53 Million - $5.56 Million	109,633 Added 241.54%	155,023 $7.85 Million
Q1 2022 May 13, 2022	BUY	$50.56 - $51.05 $207,801 - $209,815	4,110 Added 9.96%	45,390 $2.3 Million
Q4 2021 Feb 15, 2022	BUY	$50.99 - $51.08 $25,495 - $25,540	500 Added 1.23%	41,280 $2.11 Million
Q3 2021 Nov 09, 2021	SELL	$51.03 - $51.1 $229,635 - $229,950	-4,500 Reduced 9.94%	40,780 $2.08 Million
Q2 2021 Aug 13, 2021	BUY	$51.02 - $51.09 $1.14 Million - $1.15 Million	22,435 Added 98.21%	45,280 $2.31 Million
Q1 2021 May 11, 2021	BUY	$51.0 - $51.08 $1.17 Million - $1.17 Million	22,845 New	22,845 $1.17 Million

Others Institutions Holding JMST

# of Institutions

473

Shares Held

44.1M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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