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 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.5K+ 33.75% |
$1.45M - $1.45M
|
113K
$5.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.15K+ 13.37% |
$58.5K - $58.7K
|
9.76K
$497K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
36.4K+ 21.99% |
$1.85M - $1.85M
|
202K
$10.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 7.97% |
$86.3K - $86.5K
|
19.6K
$998K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.1KNew |
$669K - $671K
|
13.1K
$669K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
18.2K+ 23.06% |
$926K - $929K
|
97.2K
$4.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-40.2K- 32.95% |
$2.04M - $2.05M
|
81.8K
$4.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
46+ 0.7% |
$2.34K - $2.35K
|
6.66K
$339K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
34.7K+ 135.06% |
$1.77M - $1.77M
|
60.4K
$3.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.79K- 4.08% |
$90.9K - $91.1K
|
42K
$2.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.57K- 11.36% |
$79.8K - $80.1K
|
12.2K
$624K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-299- 2.83% |
$15.2K - $15.2K
|
10.3K
$524K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-5.59K- 45.31% |
$284K - $285K
|
6.75K
$344K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.15K- 18.13% |
$364K - $365K
|
32.3K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
568+ 1.21% |
$28.9K - $29K
|
47.5K
$2.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
7.7KNew |
$392K - $393K
|
7.7K
$392K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-222- 4.5% |
$11.3K - $11.3K
|
4.71K
$240K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
11.3K+ 65.03% |
$572K - $574K
|
28.6K
$1.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.62K+ 3.47% |
$133K - $134K
|
78.2K
$3.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
452+ 5.47% |
$23K - $23.1K
|
8.72K
$444K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.49K- 3.41% |
$75.9K - $76.1K
|
42.3K
$2.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
5.72K+ 89.93% |
$291K - $292K
|
12.1K
$615K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-400- 2.94% |
$20.3K - $20.4K
|
13.2K
$673K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
578+ 7.46% |
$29.4K - $29.5K
|
8.33K
$424K
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-11- 0.2% |
$559 - $561
|
5.45K
$277K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 86.08% |
$645K - $646K
|
27.4K
$1.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.92K+ 4.0% |
$199K - $200K
|
102K
$5.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
125+ 0.4% |
$6.36K - $6.38K
|
31.7K
$1.61M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.14K+ 0.96% |
$58K - $58.1K
|
120K
$6.09M
|
|
|
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 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-184K- 88.86% |
$9.33M - $9.36M
|
23K
$1.17M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
952+ 118.26% |
$48.4K - $48.6K
|
1.76K
$89.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-84.3K- 55.66% |
$4.29M - $4.3M
|
67.2K
$3.42M
|
|
|
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
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-429- 3.42% |
$21.8K - $21.9K
|
12.1K
$618K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 3.94% |
$240K - $241K
|
125K
$6.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
73+ 0.86% |
$3.71K - $3.72K
|
8.53K
$434K
|
|
|
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 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
6.23K+ 103.23% |
$317K - $318K
|
12.3K
$625K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
63.2K+ 43.36% |
$3.21M - $3.22M
|
209K
$10.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.71K+ 5.98% |
$443K - $444K
|
154K
$7.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18.4K+ 22.91% |
$936K - $938K
|
98.7K
$5.03M
|
|
|
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
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 9.24% |
$131K - $132K
|
25.4K
$1.29M
|
|
|
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
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
4.76KNew |
$242K - $243K
|
4.76K
$242K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-17.8K- 31.49% |
$906K - $908K
|
38.7K
$1.97M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-105K- 66.15% |
$5.32M - $5.34M
|
53.6K
$2.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.77KNew |
$344K - $345K
|
6.77K
$345K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
54.6KNew |
$2.78M - $2.78M
|
54.6K
$2.78M
|
|