Latest Institutional Transactions on Jp Morgan Ultra Short Mun Inco (JMST)
This table provides information on the latest institutional transactions involving Jp Morgan Ultra Short Mun Inco (JMST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
SELL
|
- |
-989- 0.68% |
$50.3K - $50.4K
|
144K
$7.35M
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
31.8K+ 49.27% |
$1.62M - $1.62M
|
96.5K
$4.91M
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.86K+ 43.92% |
$450K - $452K
|
29K
$1.48M
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.91K+ 8.29% |
$97.3K - $97.6K
|
25K
$1.27M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.02K+ 19.29% |
$357K - $358K
|
43.4K
$2.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.2K+ 62.78% |
$265K - $265K
|
13.5K
$687K
|
|
|
Jan 27, 2026
Q4 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-169- 3.78% |
$8.59K - $8.62K
|
4.31K
$219K
|
|
|
Jan 27, 2026
Q4 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-50.7K- 20.09% |
$2.58M - $2.58M
|
202K
$10.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-25.4K- 26.78% |
$1.29M - $1.3M
|
69.5K
$3.54M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.41K- 1.35% |
$71.6K - $71.8K
|
103K
$5.23M
|
|
|
Jan 26, 2026
Q4 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
23K+ 16.58% |
$1.17M - $1.17M
|
162K
$8.25M
|
|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
9.75KNew |
$496K - $497K
|
9.75K
$497K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-6.58K- 1.83% |
$334K - $335K
|
354K
$18M
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-64- 0.24% |
$3.25K - $3.26K
|
26.5K
$1.35M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
928+ 19.58% |
$47.2K - $47.3K
|
5.67K
$289K
|
|
|
Jan 26, 2026
Q4 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-19.3K- 7.52% |
$982K - $985K
|
238K
$12.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.75K- 14.13% |
$191K - $191K
|
22.8K
$1.16M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.06K+ 284.37% |
$53.6K - $53.8K
|
1.43K
$72.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
8.75K+ 8.3% |
$445K - $446K
|
114K
$5.82M
|
|
|
Jan 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
15.6K+ 6.33% |
$795K - $797K
|
262K
$13.4M
|
|
|
Jan 26, 2026
Q4 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-8.88K- 1.67% |
$452K - $453K
|
523K
$26.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.4K+ 3.27% |
$71.2K - $71.5K
|
44.3K
$2.26M
|
|
|
Jan 26, 2026
Q4 2025
|
Marion Wealth Management
|
BUY
|
- |
2.56K+ 18.11% |
$130K - $131K
|
16.7K
$851K
|
|
|
Jan 26, 2026
Q4 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-14.8K- 31.22% |
$753K - $756K
|
32.7K
$1.66M
|
|
|
Jan 26, 2026
Q4 2025
|
Argo Wealth Advisory, LLC
Mclean, VA |
BUY
|
- |
17.8KNew |
$904K - $907K
|
17.8K
$906K
|
|
|
Jan 26, 2026
Q4 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-110K- 78.39% |
$5.6M - $5.62M
|
30.4K
$1.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.59K+ 17.27% |
$284K - $285K
|
37.9K
$1.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.3K+ 7.1% |
$117K - $117K
|
34.7K
$1.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
16+ 0.27% |
$814 - $816
|
5.96K
$303K
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.7KNew |
$239K - $240K
|
4.7K
$239K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.6K+ 2.61% |
$795K - $797K
|
615K
$31.3M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.1K+ 5.52% |
$209K - $209K
|
78.4K
$3.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
550+ 6.67% |
$28K - $28.1K
|
8.8K
$448K
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.27K- 11.48% |
$64.7K - $64.9K
|
9.81K
$499K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
590KNew |
$30M - $30.1M
|
590K
$30M
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
36.6K+ 94.67% |
$1.86M - $1.87M
|
75.3K
$3.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Invariant Investment Management
Camp Hill, PA |
BUY
|
- |
59.6KNew |
$3.03M - $3.04M
|
59.6K
$3.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.74K+ 1.33% |
$139K - $139K
|
208K
$10.6M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.01K- 20.21% |
$204K - $204K
|
15.8K
$806K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
556+ 2.17% |
$28.3K - $28.4K
|
26.2K
$1.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.31K- 23.62% |
$66.6K - $66.8K
|
4.24K
$216K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.2K+ 44.82% |
$2.4M - $2.41M
|
152K
$7.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
32.7K+ 4.97% |
$1.66M - $1.67M
|
690K
$35.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.67K+ 4.52% |
$85.1K - $85.3K
|
38.7K
$1.97M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.2K+ 43.29% |
$163K - $163K
|
10.6K
$539K
|
|
|
Jan 22, 2026
Q4 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.28K+ 4.34% |
$116K - $116K
|
54.8K
$2.79M
|
|
|
Jan 22, 2026
Q4 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.51K+ 8.17% |
$127K - $128K
|
33.2K
$1.69M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
74.8KNew |
$3.8M - $3.81M
|
74.8K
$3.81M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
72+ 0.44% |
$3.66K - $3.67K
|
16.5K
$838K
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.01K+ 9.49% |
$458K - $459K
|
104K
$5.29M
|
|