Purchases and Sales Made in Q3 2025 in Jp Morgan Ultra Short Mun Inco (JMST)
This table provides information about the institutional ownership of Jp Morgan Ultra Short Mun Inco (JMST) during Q3 2025. The information is specifically focused on institutions that hold shares of JP MORGAN ULTRA SHORT MUN INCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1M+ 173.68% |
$55.9M - $56.2M
|
1.73M
$88.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
460K+ 13.83% |
$23.4M - $23.5M
|
3.79M
$193M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340K+ 39.5% |
$17.3M - $17.4M
|
1.2M
$61.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
288K+ 36.75% |
$14.6M - $14.7M
|
1.07M
$54.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192K+ 26.89% |
$9.76M - $9.81M
|
907K
$46.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
179K+ 45.46% |
$9.11M - $9.15M
|
573K
$29.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
174K+ 40.77% |
$8.83M - $8.87M
|
600K
$30.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168K+ 4.65% |
$8.54M - $8.59M
|
3.78M
$193M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
159K+ 180.9% |
$8.09M - $8.13M
|
247K
$12.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$8.03M - $8.07M
|
158K
$8.05M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
145KNew |
$7.38M - $7.42M
|
145K
$7.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
144K+ 97.01% |
$7.33M - $7.36M
|
293K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
141K+ 459.66% |
$7.14M - $7.18M
|
171K
$8.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
138K+ 15.28% |
$7M - $7.03M
|
1.04M
$52.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
134KNew |
$6.82M - $6.85M
|
134K
$6.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
133K+ 13.11% |
$6.77M - $6.81M
|
1.15M
$58.6M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
132K+ 14.62% |
$6.72M - $6.75M
|
1.04M
$52.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
131K+ 2677.56% |
$6.67M - $6.7M
|
136K
$6.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
129K+ 9.96% |
$6.54M - $6.57M
|
1.42M
$72.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.7K+ 14.45% |
$4.4M - $4.43M
|
687K
$35M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
85.3K+ 24.03% |
$4.33M - $4.35M
|
440K
$22.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
74K+ 245.26% |
$3.76M - $3.78M
|
104K
$5.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
72.7K+ 33.51% |
$3.69M - $3.71M
|
290K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
70K+ 38.32% |
$3.56M - $3.57M
|
253K
$12.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
68.9K+ 11.24% |
$3.5M - $3.52M
|
682K
$34.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64K+ 156.31% |
$3.25M - $3.27M
|
105K
$5.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
57.9K+ 8.34% |
$2.94M - $2.96M
|
752K
$38.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
57.3K+ 29.41% |
$2.91M - $2.93M
|
252K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.5KNew |
$2.87M - $2.88M
|
56.5K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.8K+ 26.07% |
$2.83M - $2.85M
|
270K
$13.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
55KNew |
$2.79M - $2.81M
|
55K
$2.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.7K+ 108.29% |
$2.78M - $2.8M
|
105K
$5.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
54.2K+ 420.15% |
$2.75M - $2.77M
|
67.1K
$3.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
53.2K+ 162.04% |
$2.7M - $2.72M
|
86K
$4.38M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50KNew |
$2.54M - $2.55M
|
50K
$2.55M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
49.4K+ 51.27% |
$2.51M - $2.52M
|
146K
$7.42M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49K+ 193.32% |
$2.49M - $2.5M
|
74.3K
$3.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47.6K+ 81.24% |
$2.42M - $2.43M
|
106K
$5.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
42.9KNew |
$2.18M - $2.19M
|
42.9K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41KNew |
$2.08M - $2.09M
|
41K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
39.5KNew |
$2M - $2.02M
|
39.5K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
39.5KNew |
$2M - $2.02M
|
39.5K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
38.8K+ 82.4% |
$1.97M - $1.98M
|
85.8K
$4.37M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37.8K+ 412.99% |
$1.92M - $1.93M
|
46.9K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.8K+ 45.63% |
$1.92M - $1.93M
|
120K
$6.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37.4K+ 73.2% |
$1.9M - $1.91M
|
88.5K
$4.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
37.1K+ 5.99% |
$1.89M - $1.9M
|
657K
$33.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
36.9K+ 200.52% |
$1.88M - $1.88M
|
55.3K
$2.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
33.1K+ 14.99% |
$1.68M - $1.69M
|
254K
$12.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
30.1K+ 48.64% |
$1.53M - $1.54M
|
92K
$4.68M
|
|