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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-882- 9.01% |
$44.6K - $44.8K
|
8.91K
$454K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.96K- 21.36% |
$150K - $150K
|
10.9K
$555K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-954- 4.01% |
$48.3K - $48.5K
|
22.8K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.2K- 32.0% |
$162K - $163K
|
6.8K
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-26.2K- 85.22% |
$1.33M - $1.33M
|
4.55K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
6.15K+ 3.79% |
$311K - $313K
|
168K
$8.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10KNew |
$506K - $508K
|
10K
$509K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1Closed |
$50.6 - $50.8
|
0
$0
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.92KNew |
$298K - $301K
|
5.92K
$302K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-18.8KClosed |
$946K - $957K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.01KNew |
$50.9K - $51.5K
|
1.01K
$51.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.68K- 35.34% |
$135K - $136K
|
4.9K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.82KNew |
$444K - $449K
|
8.82K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
64.8KNew |
$3.26M - $3.3M
|
64.8K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$7.85K - $7.94K
|
156
$7.94K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
365New |
$18.4K - $18.6K
|
365
$18.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-581- 10.8% |
$29.2K - $29.6K
|
4.8K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5.2KNew |
$262K - $265K
|
5.2K
$265K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.09K- 11.49% |
$54.6K - $55.2K
|
8.36K
$426K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
11.9K+ 146.82% |
$600K - $607K
|
20K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.74K- 36.08% |
$138K - $140K
|
4.86K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-292- 4.59% |
$14.7K - $14.9K
|
6.07K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
600New |
$30.2K - $30.5K
|
600
$30.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10KNew |
$505K - $511K
|
10K
$511K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
269+ 0.57% |
$13.5K - $13.7K
|
47.4K
$2.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.98K- 39.27% |
$150K - $152K
|
4.61K
$235K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 6.01% |
$21.4K - $21.6K
|
6.65K
$339K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
590+ 12.3% |
$29.7K - $30K
|
5.39K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-357- 5.06% |
$18K - $18.2K
|
6.7K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.95KNew |
$199K - $201K
|
3.95K
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
8.22KNew |
$413K - $418K
|
8.22K
$419K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
317KNew |
$15.9M - $16.1M
|
317K
$16.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.67KNew |
$235K - $238K
|
4.67K
$238K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.74% |
$263K - $264K
|
185K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.23K+ 3.73% |
$214K - $214K
|
118K
$5.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21.8KNew |
$1.1M - $1.1M
|
21.8K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.2KNew |
$464K - $466K
|
9.2K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
80KNew |
$4.04M - $4.05M
|
80K
$4.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.21K+ 10.4% |
$60.9K - $61.2K
|
12.8K
$653K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$306K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-237- 5.26% |
$12K - $12K
|
4.27K
$217K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-28.2K- 95.02% |
$1.42M - $1.43M
|
1.48K
$75.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
754New |
$38K - $38.2K
|
754
$38.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
474New |
$23.9K - $24K
|
474
$24.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2K- 14.29% |
$101K - $101K
|
12K
$611K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$512K - $514K
|
10.2K
$517K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
296New |
$14.9K - $15K
|
296
$15.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.63K- 26.58% |
$183K - $184K
|
10K
$511K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.59K- 32.2% |
$433K - $435K
|
18.1K
$921K
|
|