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 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-621K- 91.23% |
$31.5M - $31.7M
|
59.7K
$3.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-985- 25.62% |
$50K - $50.3K
|
2.86K
$146K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.31KNew |
$372K - $373K
|
7.31K
$372K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
15.1K+ 20.87% |
$767K - $771K
|
87.4K
$4.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-8.1K- 13.74% |
$411K - $414K
|
50.8K
$2.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
129K+ 9.96% |
$6.54M - $6.57M
|
1.42M
$72.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.58KNew |
$233K - $234K
|
4.58K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-161- 0.86% |
$8.18K - $8.22K
|
18.7K
$950K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
99+ 1.62% |
$5.03K - $5.06K
|
6.23K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.54K+ 3.41% |
$180K - $181K
|
107K
$5.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.6KNew |
$640K - $643K
|
12.6K
$642K
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-24.6K- 69.89% |
$1.25M - $1.26M
|
10.6K
$540K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
19.9K+ 214.84% |
$1.01M - $1.01M
|
29.1K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 410.15% |
$943K - $948K
|
23.1K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.97K- 18.16% |
$151K - $152K
|
13.4K
$682K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-17.7K- 11.33% |
$902K - $906K
|
139K
$7.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.8K- 32.04% |
$751K - $755K
|
31.3K
$1.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-452- 6.21% |
$23K - $23.1K
|
6.83K
$348K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.74KNew |
$241K - $242K
|
4.74K
$241K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.88K- 6.8% |
$95.3K - $95.8K
|
25.7K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.6K- 15.38% |
$81.3K - $81.7K
|
8.8K
$448K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.05K+ 1.12% |
$104K - $105K
|
185K
$9.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-850- 0.71% |
$43.2K - $43.4K
|
120K
$6.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$8.03M - $8.07M
|
158K
$8.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-5.26K- 12.14% |
$267K - $268K
|
38K
$1.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15.6K+ 93.95% |
$794K - $798K
|
32.3K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
26.5K+ 11.49% |
$1.35M - $1.35M
|
257K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.01K+ 2202.17% |
$51.5K - $51.7K
|
1.06K
$53.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-38.9K- 3.57% |
$1.98M - $1.99M
|
1.05M
$53.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.69K- 10.67% |
$86K - $86.4K
|
14.2K
$721K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 37.4% |
$256K - $257K
|
18.5K
$943K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.99K+ 3.51% |
$101K - $102K
|
58.8K
$2.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.91K+ 29.95% |
$97K - $97.5K
|
8.28K
$422K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
9.54K+ 38.36% |
$485K - $487K
|
34.4K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2K+ 1.93% |
$102K - $102K
|
105K
$5.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
950+ 1.05% |
$48.3K - $48.5K
|
91.7K
$4.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
36.9K+ 200.52% |
$1.88M - $1.88M
|
55.3K
$2.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.86KNew |
$399K - $401K
|
7.86K
$400K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.86K+ 14.26% |
$94.5K - $95K
|
14.9K
$759K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-44- 0.42% |
$2.24K - $2.25K
|
10.4K
$531K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
12.3K+ 36.67% |
$627K - $630K
|
46K
$2.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16K+ 8.44% |
$814K - $818K
|
206K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.32K+ 5.38% |
$118K - $118K
|
45.4K
$2.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.81K+ 76.81% |
$245K - $246K
|
11.1K
$564K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
131K+ 2677.56% |
$6.67M - $6.7M
|
136K
$6.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.86K+ 5.72% |
$399K - $401K
|
145K
$7.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4K- 44.44% |
$203K - $204K
|
5K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-392- 0.45% |
$19.9K - $20K
|
87.6K
$4.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 26.58% |
$151K - $152K
|
14.2K
$723K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1M+ 173.68% |
$55.9M - $56.2M
|
1.73M
$88.3M
|
|