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 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.53K- 3.32% |
$128K - $129K
|
73.7K
$3.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.03KNew |
$205K - $206K
|
4.03K
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-84.5K- 16.09% |
$4.3M - $4.31M
|
441K
$22.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
245+ 4.16% |
$12.5K - $12.5K
|
6.14K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.6KNew |
$794K - $796K
|
15.6K
$795K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-6.72K- 50.55% |
$342K - $343K
|
6.57K
$335K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.33K+ 2.32% |
$67.6K - $67.8K
|
58.6K
$2.98M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$534K - $535K
|
10.5K
$534K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-590- 12.88% |
$30K - $30.1K
|
3.99K
$203K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
101+ 0.68% |
$5.14K - $5.15K
|
14.9K
$759K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.14K+ 4.71% |
$210K - $211K
|
92K
$4.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-485- 6.01% |
$24.7K - $24.7K
|
7.58K
$386K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
23.5KNew |
$1.19M - $1.2M
|
23.5K
$1.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
27.9K+ 38.81% |
$1.42M - $1.42M
|
99.6K
$5.07M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12K+ 4.75% |
$613K - $614K
|
266K
$13.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.26% |
$153 - $153
|
1.15K
$58.5K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.1K+ 15.15% |
$412K - $414K
|
61.6K
$3.13M
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-43.8K- 81.6% |
$2.23M - $2.24M
|
9.88K
$503K
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.43K- 7.53% |
$123K - $124K
|
29.8K
$1.52M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 1.98% |
$56K - $56.3K
|
56.9K
$2.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
57+ 0.11% |
$2.9K - $2.91K
|
49.7K
$2.53M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.34K- 2.13% |
$271K - $273K
|
245K
$12.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
145KNew |
$7.38M - $7.42M
|
145K
$7.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 7.84% |
$1.32M - $1.33M
|
357K
$18.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37.8K+ 412.99% |
$1.92M - $1.93M
|
46.9K
$2.39M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.27K+ 94.11% |
$420K - $422K
|
17.1K
$868K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19.5K+ 34.59% |
$992K - $997K
|
76K
$3.87M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
55KNew |
$2.79M - $2.81M
|
55K
$2.8M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50KNew |
$2.54M - $2.55M
|
50K
$2.55M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-9.85K- 14.68% |
$501K - $503K
|
57.3K
$2.92M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.33K+ 4.52% |
$220K - $221K
|
100K
$5.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.42K- 10.88% |
$71.9K - $72.3K
|
11.6K
$591K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 7.72% |
$67.5K - $67.9K
|
18.5K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41KNew |
$2.08M - $2.09M
|
41K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.49K+ 92.73% |
$330K - $331K
|
13.5K
$687K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.7K- 8.08% |
$1.36M - $1.36M
|
304K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
16.1K+ 25.11% |
$816K - $820K
|
80K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-521K- 58.32% |
$26.5M - $26.6M
|
372K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
340+ 3.21% |
$17.3K - $17.4K
|
10.9K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
69+ 0.7% |
$3.51K - $3.52K
|
9.95K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.02K- 18.69% |
$204K - $205K
|
17.5K
$891K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
460K+ 13.83% |
$23.4M - $23.5M
|
3.79M
$193M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02K+ 5.78% |
$51.6K - $51.9K
|
18.6K
$947K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
134KNew |
$6.82M - $6.85M
|
134K
$6.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.8K- 11.88% |
$1.62M - $1.63M
|
236K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.04K- 6.6% |
$52.9K - $53.2K
|
14.7K
$751K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.1K+ 5.63% |
$107K - $107K
|
39.4K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168K+ 4.65% |
$8.54M - $8.59M
|
3.78M
$193M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.5K+ 27.72% |
$1.45M - $1.45M
|
131K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.19K- 3.12% |
$60.3K - $60.6K
|
36.8K
$1.88M
|
|