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 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-188- 1.55% |
$9.55K - $9.6K
|
11.9K
$608K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.3K+ 35.06% |
$982K - $987K
|
74.4K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
527+ 8.67% |
$26.8K - $26.9K
|
6.6K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.01M - $1.02M
|
19.9K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.5K+ 19.1% |
$279K - $281K
|
34.3K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.82K+ 7.51% |
$499K - $501K
|
140K
$7.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.49K- 18.07% |
$75.5K - $75.9K
|
6.74K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
43+ 0.17% |
$2.18K - $2.2K
|
25.7K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.37KNew |
$375K - $376K
|
7.37K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.7% |
$1.58K - $1.58K
|
4.48K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.02K+ 13.77% |
$204K - $205K
|
33.2K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.4K- 10.74% |
$3.22M - $3.24M
|
527K
$26.8M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.59K+ 148.83% |
$80.5K - $80.9K
|
2.65K
$135K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.74% |
$305 - $306
|
822
$41.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 2.35% |
$54.9K - $55.2K
|
47K
$2.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.66K+ 105.17% |
$237K - $238K
|
9.09K
$463K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10K+ 9.88% |
$508K - $511K
|
111K
$5.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64K+ 156.31% |
$3.25M - $3.27M
|
105K
$5.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.61K- 1.04% |
$285K - $286K
|
536K
$27.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-37- 0.11% |
$1.88K - $1.89K
|
35K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.17K+ 7.2% |
$110K - $111K
|
32.4K
$1.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
329+ 0.91% |
$16.7K - $16.8K
|
36.4K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17+ 0.1% |
$864 - $868
|
16.3K
$831K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-5.26K- 4.81% |
$267K - $269K
|
104K
$5.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.34KNew |
$424K - $426K
|
8.34K
$425K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.49K+ 5.09% |
$75.5K - $75.9K
|
30.7K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.01K+ 6.24% |
$102K - $103K
|
34.2K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.63K+ 2.78% |
$82.8K - $83.2K
|
60.3K
$3.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
57.3K+ 29.41% |
$2.91M - $2.93M
|
252K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-133- 0.93% |
$6.76K - $6.79K
|
14.1K
$719K
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-4.6K- 6.7% |
$234K - $235K
|
64.1K
$3.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
4.37K+ 3.99% |
$222K - $223K
|
114K
$5.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.38K+ 4.76% |
$121K - $122K
|
52.5K
$2.67M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10.9K+ 122.7% |
$555K - $558K
|
19.8K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
110+ 0.52% |
$5.59K - $5.62K
|
21.3K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
31+ 0.68% |
$1.58K - $1.58K
|
4.56K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
604+ 11.31% |
$30.7K - $30.8K
|
5.94K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.39K+ 7.41% |
$223K - $224K
|
63.6K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16K+ 24.18% |
$815K - $819K
|
82.4K
$4.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
133K+ 13.11% |
$6.77M - $6.81M
|
1.15M
$58.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
4.43K+ 45.39% |
$225K - $226K
|
14.2K
$723K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
42.9KNew |
$2.18M - $2.19M
|
42.9K
$2.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
625+ 3.63% |
$31.8K - $31.9K
|
17.8K
$907K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
14.5KNew |
$737K - $741K
|
14.5K
$738K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
7.37K+ 3.08% |
$374K - $376K
|
247K
$12.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
114+ 0.7% |
$5.79K - $5.82K
|
16.4K
$835K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.49K+ 1.27% |
$381K - $383K
|
599K
$30.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-14.1K- 22.93% |
$718K - $722K
|
47.5K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
70+ 1.0% |
$3.56K - $3.57K
|
7.08K
$360K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.2K- 41.8% |
$1.58M - $1.59M
|
43.4K
$2.21M
|
|