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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.1KNew |
$1.07M - $1.07M
|
21.1K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.3KNew |
$977K - $984K
|
19.3K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-70- 0.69% |
$3.54K - $3.57K
|
10.1K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.35K+ 22.27% |
$473K - $477K
|
51.3K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.14% |
$658 - $662
|
9.19K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
36.4KNew |
$1.84M - $1.86M
|
36.4K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-55.2K- 8.71% |
$2.79M - $2.81M
|
579K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.81K- 20.56% |
$193K - $194K
|
14.7K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.01K- 43.36% |
$254K - $255K
|
6.55K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.15K+ 58.97% |
$463K - $466K
|
24.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.1K+ 41.37% |
$2.59M - $2.61M
|
175K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.1K+ 15.71% |
$55.7K - $56.1K
|
8.1K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$827K - $833K
|
16.4K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.58K+ 2.95% |
$434K - $437K
|
300K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.3K+ 49.4% |
$167K - $168K
|
9.98K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-440- 3.66% |
$22.3K - $22.4K
|
11.6K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.81K+ 22.75% |
$91.6K - $92.2K
|
9.76K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
270New |
$13.7K - $13.8K
|
270
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14K+ 16.45% |
$709K - $713K
|
99.1K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7.78K+ 20.01% |
$394K - $396K
|
46.6K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-194- 47.78% |
$9.82K - $9.89K
|
212
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.18KNew |
$59.9K - $60.3K
|
1.18K
$60.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-254K- 20.64% |
$12.9M - $13M
|
977K
$49.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.6K+ 70.13% |
$944K - $950K
|
45.2K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.41KNew |
$476K - $480K
|
9.41K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.9K- 0.96% |
$1.46M - $1.47M
|
2.98M
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.4K+ 69.92% |
$2.75M - $2.77M
|
132K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-349- 7.81% |
$17.7K - $17.8K
|
4.12K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8.72K+ 5.43% |
$441K - $444K
|
169K
$8.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.5K- 12.39% |
$177K - $178K
|
24.8K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.25K- 5.95% |
$114K - $114K
|
35.5K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
54.1K+ 92.53% |
$2.74M - $2.76M
|
113K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.44K- 12.16% |
$123K - $124K
|
17.6K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.5K+ 18.94% |
$2.76M - $2.78M
|
342K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.39KNew |
$475K - $479K
|
9.39K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-944- 11.18% |
$47.8K - $48.1K
|
7.5K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-110K- 10.5% |
$5.58M - $5.62M
|
940K
$47.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
346K+ 58.74% |
$17.5M - $17.6M
|
935K
$47.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
844+ 5.62% |
$42.7K - $43K
|
15.9K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1K- 4.12% |
$50.6K - $51K
|
23.3K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33K- 51.86% |
$1.67M - $1.68M
|
30.6K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
18.6K+ 16.54% |
$940K - $947K
|
131K
$6.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-30.1K- 30.37% |
$1.52M - $1.53M
|
69K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.32K- 22.02% |
$168K - $169K
|
11.7K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.71KNew |
$86.4K - $87K
|
1.71K
$86.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11.6K- 3.74% |
$589K - $593K
|
299K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
28.7K+ 29.11% |
$1.45M - $1.46M
|
127K
$6.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.91K- 8.45% |
$198K - $199K
|
42.3K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-700- 7.22% |
$35.4K - $35.7K
|
8.99K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.55K- 5.54% |
$230K - $232K
|
77.7K
$3.95M
|