U.S. Capital Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 11, 2024	SELL	$50.57 - $50.75 $12,844 - $12,890	-254 Reduced 2.41%	10,284 $521,000
Q1 2024 May 10, 2024	SELL	$50.62 - $50.84 $48,898 - $49,111	-966 Reduced 8.4%	10,538 $534,000
Q4 2023 Feb 06, 2024	BUY	$50.29 - $50.88 $35,203 - $35,616	700 Added 6.48%	11,504 $583,000
Q3 2023 Oct 19, 2023	BUY	$50.45 - $50.66 $99,840 - $100,256	1,979 Added 22.42%	10,804 $545,000
Q4 2022 Feb 03, 2023	SELL	$50.24 - $50.61 $19,895 - $20,041	-396 Reduced 4.29%	8,825 $445,000
Q2 2022 Aug 12, 2022	SELL	$50.42 - $50.72 $49,613 - $49,908	-984 Reduced 9.64%	9,221 $467,000
Q1 2022 May 12, 2022	BUY	$50.56 - $51.05 $247,541 - $249,940	4,896 Added 92.22%	10,205 $517,000
Q4 2021 Jan 21, 2022	BUY	$50.99 - $51.08 $270,705 - $271,183	5,309 New	5,309 $271,000

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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