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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.79K- 1.98% |
$90.4K - $91.1K
|
88.4K
$4.5M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 2.05% |
$3.28K - $3.31K
|
3.1K
$158K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.14K+ 9.61% |
$57.4K - $57.9K
|
13K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
500+ 9.43% |
$25.3K - $25.5K
|
5.8K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
82.3K+ 22.09% |
$4.16M - $4.19M
|
455K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.6K+ 14.45% |
$787K - $793K
|
123K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.07K+ 113.54% |
$357K - $360K
|
13.3K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.4K+ 103.19% |
$1.29M - $1.3M
|
50.1K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97.1K- 31.29% |
$4.91M - $4.95M
|
213K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.18K+ 2.97% |
$59.6K - $60.1K
|
40.9K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
232New |
$11.7K - $11.8K
|
232
$11.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.91KNew |
$349K - $352K
|
6.91K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$50.5 - $50.9
|
1
$50.9
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-88.5K- 9.81% |
$4.47M - $4.51M
|
814K
$41.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.39K+ 103.26% |
$424K - $427K
|
16.5K
$841K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.07K- 4.94% |
$54.2K - $54.6K
|
20.6K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
435+ 2.49% |
$22K - $22.2K
|
17.9K
$911K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
7.5KNew |
$379K - $382K
|
7.5K
$382K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
98.4KNew |
$4.97M - $5.01M
|
98.4K
$5.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30.9K- 56.84% |
$1.56M - $1.57M
|
23.5K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
84.9K+ 22.79% |
$4.29M - $4.32M
|
457K
$23.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-319- 51.7% |
$16.1K - $16.2K
|
298
$15.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-501- 49.85% |
$25.3K - $25.5K
|
504
$25.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 3.63% |
$960 - $967
|
504
$25.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.98KNew |
$99.8K - $101K
|
1.98K
$101K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1K- 19.23% |
$50.5K - $50.9K
|
4.2K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
29.6KNew |
$1.49M - $1.51M
|
29.6K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
500+ 5.57% |
$25.3K - $25.5K
|
9.48K
$483K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.3K+ 66.36% |
$65.7K - $66.2K
|
3.26K
$166K
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-261- 1.53% |
$13.2K - $13.3K
|
16.8K
$855K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
903New |
$45.6K - $46K
|
903
$46K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.77KNew |
$342K - $345K
|
6.77K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
999+ 12.43% |
$50.5K - $50.9K
|
9.04K
$460K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
8.25KNew |
$417K - $420K
|
8.25K
$420K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19- 0.42% |
$960 - $967
|
4.49K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
702+ 7.44% |
$35.5K - $35.7K
|
10.1K
$516K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
11.6K+ 123.3% |
$584K - $589K
|
20.9K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-884- 9.56% |
$44.7K - $45K
|
8.37K
$426K
|
|
|
Jul 24, 2025
Q2 2025
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-4.7K- 23.86% |
$237K - $239K
|
15K
$764K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.97K+ 11.64% |
$99.6K - $100K
|
18.9K
$963K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-95.4K- 80.41% |
$4.82M - $4.86M
|
23.2K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
28K+ 69.54% |
$1.42M - $1.43M
|
68.3K
$3.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-1.24K- 21.05% |
$62.7K - $63.2K
|
4.66K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$344K - $346K
|
6.8K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.85K+ 323.33% |
$245K - $247K
|
6.35K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.93KNew |
$199K - $200K
|
3.93K
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-63.8K- 58.78% |
$3.22M - $3.25M
|
44.7K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-297- 2.68% |
$15K - $15.1K
|
10.8K
$548K
|
|