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 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.97K- 24.65% |
$150K - $151K
|
9.08K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
117KNew |
$5.92M - $5.95M
|
117K
$5.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
62+ 0.81% |
$3.14K - $3.16K
|
7.75K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-79- 0.49% |
$4K - $4.02K
|
16K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.25K+ 1.46% |
$114K - $114K
|
157K
$7.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65.1K+ 268.55% |
$3.3M - $3.31M
|
89.3K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
14.5K+ 26.72% |
$736K - $739K
|
68.9K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.6K+ 18.26% |
$284K - $285K
|
36.3K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.46K- 43.49% |
$327K - $329K
|
8.39K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.42K+ 15.99% |
$376K - $378K
|
53.8K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 0.19% |
$57.8K - $58K
|
595K
$30.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
21.4K+ 1.86% |
$1.08M - $1.09M
|
1.17M
$59.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
11.4K+ 54.8% |
$578K - $581K
|
32.2K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.52K+ 6.98% |
$76.9K - $77.2K
|
23.2K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
37.3K+ 75.18% |
$1.89M - $1.9M
|
86.9K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
684+ 5.59% |
$34.7K - $34.8K
|
12.9K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.37K+ 37.74% |
$272K - $273K
|
19.6K
$996K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.1K+ 16.45% |
$565K - $567K
|
78.9K
$4.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.07K- 17.4% |
$308K - $309K
|
28.8K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.2K+ 8.19% |
$60.8K - $61.1K
|
15.8K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.71KNew |
$391K - $392K
|
7.71K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.59K- 30.0% |
$283K - $284K
|
13K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-331- 1.02% |
$16.8K - $16.8K
|
32K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-225- 4.47% |
$11.4K - $11.5K
|
4.81K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.11K- 7.87% |
$56.2K - $56.4K
|
13K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.11K+ 6.73% |
$208K - $209K
|
65.2K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.85K- 18.76% |
$195K - $196K
|
16.6K
$846K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
10.4K+ 5.75% |
$525K - $527K
|
190K
$9.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
22.7KNew |
$1.15M - $1.16M
|
22.7K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
74.3K+ 150.58% |
$3.77M - $3.78M
|
124K
$6.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-4.79K- 25.87% |
$243K - $244K
|
13.7K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
52.6K+ 285.75% |
$2.67M - $2.68M
|
71.1K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
47.9KNew |
$2.43M - $2.44M
|
47.9K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
24.5K+ 38.86% |
$1.24M - $1.25M
|
87.5K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 1.63% |
$66.3K - $66.6K
|
79K
$4.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.33K+ 60.93% |
$270K - $271K
|
14.1K
$716K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-52.8K- 55.41% |
$2.67M - $2.69M
|
42.5K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.09K+ 224.0% |
$359K - $361K
|
10.2K
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 23.76% |
$621K - $624K
|
63.8K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.74K+ 8.65% |
$341K - $343K
|
84.6K
$4.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.2K+ 15.48% |
$60.6K - $60.9K
|
8.92K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-929- 7.58% |
$47.1K - $47.3K
|
11.3K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-326- 5.37% |
$16.5K - $16.6K
|
5.74K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.24K- 31.24% |
$114K - $114K
|
4.94K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-384- 2.02% |
$19.5K - $19.5K
|
18.6K
$945K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.52K+ 12.52% |
$76.8K - $77.1K
|
13.6K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.91K- 1.03% |
$96.5K - $97K
|
182K
$9.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.2K+ 2.89% |
$111K - $112K
|
78.4K
$3.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-94- 2.2% |
$4.76K - $4.78K
|
4.18K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
12.3KNew |
$623K - $625K
|
12.3K
$624K
|