Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
198K+ 18.52% |
$10.1M - $10.1M
|
1.27M
$64.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
63.2K+ 43.36% |
$3.21M - $3.22M
|
209K
$10.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
54.6KNew |
$2.78M - $2.78M
|
54.6K
$2.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.8K+ 14.07% |
$1.77M - $1.77M
|
282K
$14.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
27.9K+ 38.81% |
$1.42M - $1.42M
|
99.6K
$5.07M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
23.5KNew |
$1.19M - $1.2M
|
23.5K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18.4K+ 22.91% |
$936K - $938K
|
98.7K
$5.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.6KNew |
$794K - $796K
|
15.6K
$795K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12K+ 4.75% |
$613K - $614K
|
266K
$13.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$534K - $535K
|
10.5K
$534K
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
9.13K+ 46.94% |
$464K - $466K
|
28.6K
$1.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.71K+ 5.98% |
$443K - $444K
|
154K
$7.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.77KNew |
$344K - $345K
|
6.77K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
6.23K+ 103.23% |
$317K - $318K
|
12.3K
$625K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
4.76KNew |
$242K - $243K
|
4.76K
$242K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 3.94% |
$240K - $241K
|
125K
$6.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.14K+ 4.71% |
$210K - $211K
|
92K
$4.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.03KNew |
$205K - $206K
|
4.03K
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.33K+ 2.32% |
$67.6K - $67.8K
|
58.6K
$2.98M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.14K+ 0.96% |
$58K - $58.1K
|
120K
$6.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
952+ 118.26% |
$48.4K - $48.6K
|
1.76K
$89.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
245+ 4.16% |
$12.5K - $12.5K
|
6.14K
$312K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
101+ 0.68% |
$5.14K - $5.15K
|
14.9K
$759K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
73+ 0.86% |
$3.71K - $3.72K
|
8.53K
$434K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.26% |
$153 - $153
|
1.15K
$58.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-429- 3.42% |
$21.8K - $21.9K
|
12.1K
$618K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-485- 6.01% |
$24.7K - $24.7K
|
7.58K
$386K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-590- 12.88% |
$30K - $30.1K
|
3.99K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.68K- 2.39% |
$85.4K - $85.6K
|
68.7K
$3.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.53K- 3.32% |
$128K - $129K
|
73.7K
$3.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 9.24% |
$131K - $132K
|
25.4K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-6.72K- 50.55% |
$342K - $343K
|
6.57K
$335K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.48K- 14.1% |
$431K - $432K
|
51.7K
$2.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-17.8K- 31.49% |
$906K - $908K
|
38.7K
$1.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-84.3K- 55.66% |
$4.29M - $4.3M
|
67.2K
$3.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-84.5K- 16.09% |
$4.3M - $4.31M
|
441K
$22.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-105K- 66.15% |
$5.32M - $5.34M
|
53.6K
$2.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-184K- 88.86% |
$9.33M - $9.36M
|
23K
$1.17M
|
|