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 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.21K+ 1.37% |
$366K - $368K
|
532K
$27.1M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.97% |
$55.9K - $56.2K
|
35.9K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.55KNew |
$282K - $283K
|
5.55K
$282K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.7KNew |
$595K - $598K
|
11.7K
$596K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47.6K+ 81.24% |
$2.42M - $2.43M
|
106K
$5.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.47K+ 58.41% |
$126K - $126K
|
6.7K
$341K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
1.87K+ 12.44% |
$94.8K - $95.3K
|
16.9K
$859K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.84K- 26.44% |
$449K - $451K
|
24.6K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
68.9K+ 11.24% |
$3.5M - $3.52M
|
682K
$34.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-3.43K- 11.84% |
$174K - $175K
|
25.5K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.69K+ 9.31% |
$137K - $137K
|
31.6K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-22.2K- 45.53% |
$1.13M - $1.13M
|
26.6K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14.5K+ 60.12% |
$738K - $742K
|
38.7K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-50.6K- 16.91% |
$2.57M - $2.59M
|
249K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
98+ 0.71% |
$4.98K - $5K
|
13.9K
$710K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-125K- 25.83% |
$6.37M - $6.4M
|
360K
$18.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-726- 6.14% |
$36.9K - $37.1K
|
11.1K
$565K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.64K+ 68.42% |
$287K - $288K
|
13.9K
$707K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.14K- 2.31% |
$464K - $467K
|
386K
$19.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.55K+ 24.21% |
$78.7K - $79.1K
|
7.94K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
133+ 0.66% |
$6.76K - $6.79K
|
20.2K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
276+ 3.05% |
$14K - $14.1K
|
9.32K
$475K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.7K+ 108.29% |
$2.78M - $2.8M
|
105K
$5.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
260+ 1.63% |
$13.2K - $13.3K
|
16.2K
$826K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.89K- 2.91% |
$147K - $148K
|
96.3K
$4.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26.2K+ 68.21% |
$1.33M - $1.34M
|
64.6K
$3.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.28K+ 3.58% |
$64.9K - $65.3K
|
37K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-948- 1.61% |
$48.2K - $48.4K
|
58.1K
$2.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.1K- 7.25% |
$667K - $670K
|
168K
$8.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
179K+ 45.46% |
$9.11M - $9.15M
|
573K
$29.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-776- 1.87% |
$39.4K - $39.6K
|
40.6K
$2.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.7K+ 29.64% |
$1.1M - $1.11M
|
94.9K
$4.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.3K+ 10.13% |
$66.1K - $66.4K
|
14.1K
$720K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
7.85KNew |
$399K - $401K
|
7.85K
$400K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.03K+ 71.03% |
$459K - $461K
|
21.7K
$1.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.92K- 21.61% |
$97.5K - $98K
|
6.96K
$354K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
764+ 5.75% |
$38.8K - $39K
|
14K
$715K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49K+ 193.32% |
$2.49M - $2.5M
|
74.3K
$3.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22.3K- 47.04% |
$1.13M - $1.14M
|
25.1K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-25.3K- 23.02% |
$1.29M - $1.29M
|
84.7K
$4.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.05K- 6.11% |
$257K - $258K
|
77.7K
$3.95M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-1.59K- 3.96% |
$81K - $81.4K
|
38.6K
$1.97M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.01K+ 6.01% |
$305K - $307K
|
106K
$5.39M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.2K- 4.48% |
$61.2K - $61.5K
|
25.7K
$1.31M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-133- 10.14% |
$6.76K - $6.79K
|
1.18K
$60K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
6.7K+ 7.6% |
$341K - $342K
|
94.9K
$4.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.97K+ 73.8% |
$405K - $407K
|
18.8K
$956K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
85.3K+ 24.03% |
$4.33M - $4.35M
|
440K
$22.4M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.2K+ 13.53% |
$2.74M - $2.76M
|
455K
$23.2M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-132K- 12.76% |
$6.68M - $6.73M
|
904K
$46M
|
|