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 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-827- 12.49% |
$41.7K - $41.9K
|
5.8K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-16.3K- 25.36% |
$822K - $825K
|
47.9K
$2.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-474- 2.19% |
$23.9K - $24K
|
21.2K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-20.7K- 74.83% |
$1.05M - $1.05M
|
6.98K
$355K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$303K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
296+ 2.7% |
$14.9K - $15K
|
11.3K
$573K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
18.6KNew |
$936K - $940K
|
18.6K
$945K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-400- 16.46% |
$20.2K - $20.3K
|
2.03K
$103K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67- 0.48% |
$3.38K - $3.39K
|
14K
$713K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.48K- 10.3% |
$74.9K - $75.2K
|
12.9K
$658K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.98K- 41.51% |
$99.9K - $100K
|
2.79K
$142K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
177New |
$8.94K - $8.98K
|
177
$9.01K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.05K- 4.71% |
$204K - $206K
|
82K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.35K- 43.49% |
$169K - $170K
|
4.36K
$222K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12.5K- 13.2% |
$631K - $635K
|
82.2K
$4.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62.1KNew |
$3.13M - $3.15M
|
62.1K
$3.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.9K- 49.82% |
$348K - $350K
|
6.95K
$354K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-106K- 99.87% |
$5.34M - $5.37M
|
143
$7.28K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-28.3K- 99.54% |
$1.43M - $1.44M
|
132
$6.72K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5.38K- 24.07% |
$271K - $273K
|
17K
$864K
|
|
| Q1 2023 | |||||||
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.68K+ 31.27% |
$186K - $187K
|
15.4K
$786K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.93K+ 7703.92% |
$198K - $200K
|
3.98K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.46KNew |
$377K - $379K
|
7.46K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
8.82KNew |
$445K - $448K
|
8.82K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
2.67KNew |
$135K - $135K
|
2.67K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.5K- 39.28% |
$177K - $178K
|
5.41K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.5KNew |
$579K - $583K
|
11.5K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
862+ 6.88% |
$43.5K - $43.8K
|
13.4K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-55- 45.08% |
$2.78K - $2.79K
|
67
$3.41K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.87KNew |
$296K - $298K
|
5.87K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.59K- 22.92% |
$80.4K - $80.9K
|
5.36K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-10.4K- 6.89% |
$526K - $529K
|
141K
$7.17M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
740New |
$37.3K - $37.6K
|
740
$37.7K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 33.06% |
$104K - $104K
|
4.15K
$211K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-719- 19.49% |
$36.3K - $36.5K
|
2.97K
$151K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
557+ 0.6% |
$28.1K - $28.3K
|
93.3K
$4.75M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
80.1KNew |
$4.04M - $4.07M
|
80.1K
$4.08M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-22.7K- 50.0% |
$1.14M - $1.15M
|
22.7K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-36.6K- 68.57% |
$1.84M - $1.86M
|
16.8K
$853K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
195New |
$9.84K - $9.9K
|
195
$9.93K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-19.7K- 68.91% |
$994K - $1M
|
8.89K
$452K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-7.06K- 47.0% |
$356K - $359K
|
7.96K
$405K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$50.5K - $50.8K
|
1K
$50.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78New |
$3.94K - $3.96K
|
78
$3.97K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
462+ 6.59% |
$23.3K - $23.5K
|
7.48K
$381K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.5K- 17.67% |
$227K - $229K
|
21K
$1.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.66KNew |
$235K - $236K
|
4.66K
$237K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 11.67% |
$126K - $127K
|
18.9K
$965K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
66.9KNew |
$3.36M - $3.39M
|
66.9K
$3.41M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.6K+ 262.75% |
$732K - $738K
|
20.1K
$1.02M
|
|