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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 20.41% |
$50.4K - $50.7K
|
5.9K
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-29.6KClosed |
$1.49M - $1.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-5.88KClosed |
$296K - $298K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-983- 7.43% |
$49.6K - $49.9K
|
12.3K
$623K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.9KClosed |
$1.21M - $1.21M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5KClosed |
$252K - $254K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-271K- 94.4% |
$13.7M - $13.8M
|
16.1K
$819K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-105KClosed |
$5.3M - $5.33M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
493New |
$24.9K - $25K
|
493
$25.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-80.1KClosed |
$4.04M - $4.06M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.26KClosed |
$215K - $216K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-790- 15.13% |
$39.8K - $40.1K
|
4.43K
$225K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18.6KClosed |
$936K - $942K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2- 0.04% |
$101 - $101
|
4.9K
$249K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.8KNew |
$141K - $142K
|
2.8K
$143K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-296- 2.09% |
$14.9K - $15K
|
13.9K
$706K
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.55K- 36.62% |
$129K - $129K
|
4.42K
$225K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$254K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.88KNew |
$246K - $247K
|
4.88K
$248K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 4.3% |
$2.42K - $2.43K
|
1.07K
$54.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-9.24K- 56.38% |
$466K - $469K
|
7.15K
$364K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.01MClosed |
$50.8M - $51.1M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 0.91% |
$504 - $507
|
1.09K
$55.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.71K- 6.47% |
$187K - $188K
|
53.7K
$2.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.44KClosed |
$274K - $276K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 29.91% |
$8.52K - $8.57K
|
396
$20.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.3KClosed |
$65.5K - $65.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
4.23KNew |
$213K - $215K
|
4.23K
$215K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.94KNew |
$249K - $251K
|
4.94K
$251K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
46New |
$2.32K - $2.33K
|
46
$2.34K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.24KClosed |
$214K - $215K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-11.4KClosed |
$572K - $576K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-11.3KClosed |
$568K - $571K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.26KClosed |
$215K - $216K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.15KClosed |
$109K - $110K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.9KClosed |
$755K - $762K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.91KClosed |
$450K - $455K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-60Closed |
$3.03K - $3.06K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-21.4KClosed |
$1.08M - $1.09M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-15.7KClosed |
$794K - $802K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.76KClosed |
$241K - $243K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-21.6KClosed |
$1.09M - $1.1M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-360- 48.0% |
$18.2K - $18.4K
|
390
$19.8K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.65KClosed |
$83.2K - $84K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.03KClosed |
$254K - $257K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-81.1K- 87.34% |
$4.1M - $4.14M
|
11.8K
$598K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.18KClosed |
$363K - $366K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.07KClosed |
$206K - $208K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-8.7KClosed |
$440K - $444K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.62KClosed |
$234K - $236K
|
0
$0
|
|