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 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
285+ 1.39% |
$14.4K - $14.5K
|
20.8K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-309K- 44.22% |
$15.6M - $15.7M
|
389K
$19.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-100- 0.51% |
$5.06K - $5.1K
|
19.4K
$989K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-792- 1.41% |
$40.1K - $40.4K
|
55.2K
$2.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
81+ 0.83% |
$4.1K - $4.13K
|
9.86K
$502K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5KNew |
$885K - $891K
|
17.5K
$890K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.21KNew |
$112K - $112K
|
2.21K
$113K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-16- 0.3% |
$809 - $812
|
5.33K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.1KNew |
$2.48M - $2.49M
|
49.1K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 3.5% |
$10.1K - $10.2K
|
5.52K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.13K- 28.29% |
$108K - $108K
|
5.39K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.12KClosed |
$208K - $209K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 30.1% |
$199K - $200K
|
9.15K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
9.89K+ 66.55% |
$500K - $502K
|
24.8K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.94K - $7.97K
|
157
$7.99K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
844+ 10.24% |
$42.7K - $42.8K
|
9.08K
$462K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.07KNew |
$307K - $308K
|
6.07K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-244- 3.45% |
$12.3K - $12.4K
|
6.83K
$348K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 66.43% |
$989K - $993K
|
9.89K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.52K+ 1750.69% |
$127K - $128K
|
2.67K
$136K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 41.31% |
$248K - $249K
|
16.8K
$854K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.5K- 35.79% |
$329K - $330K
|
11.7K
$593K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.24KNew |
$214K - $215K
|
4.24K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$15.2K - $15.2K
|
300
$15.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$567K - $569K
|
11.2K
$570K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.71K- 45.5% |
$188K - $188K
|
4.44K
$226K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-28.1K- 26.95% |
$1.42M - $1.43M
|
76.2K
$3.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
175+ 3.15% |
$8.85K - $8.88K
|
5.73K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
691New |
$34.9K - $35.1K
|
691
$35.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
270New |
$13.7K - $13.7K
|
270
$13.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.45KNew |
$225K - $226K
|
4.45K
$227K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
310New |
$15.7K - $15.7K
|
310
$15.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3K- 33.19% |
$152K - $152K
|
6.04K
$307K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
978New |
$49.5K - $49.6K
|
978
$49.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-26- 0.07% |
$1.31K - $1.32K
|
34.9K
$1.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-4.83K- 8.7% |
$244K - $245K
|
50.7K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-17.5K- 98.87% |
$885K - $888K
|
200
$10.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-7.5K- 42.86% |
$379K - $381K
|
10K
$509K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.98KNew |
$454K - $456K
|
8.98K
$457K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.54K+ 8.48% |
$179K - $179K
|
45.2K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.28KNew |
$216K - $217K
|
4.28K
$218K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.99K- 29.34% |
$101K - $101K
|
4.8K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-26.1K- 23.85% |
$1.32M - $1.32M
|
83.2K
$4.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-8.53K- 6.07% |
$432K - $433K
|
132K
$6.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.31K+ 3.33% |
$117K - $117K
|
71.5K
$3.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$516K - $518K
|
10.2K
$520K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.6KNew |
$790K - $793K
|
15.6K
$795K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 12.33% |
$455 - $457
|
64
$3.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.4K- 44.26% |
$273K - $274K
|
6.8K
$346K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-254- 2.41% |
$12.8K - $12.9K
|
10.3K
$523K
|
|