Latest Institutional Purchases of Jp Morgan Ultra Short Mun Inco (JMST)
This list provides information on the latest institutional transactions involving Jp Morgan Ultra Short Mun Inco (JMST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
198K+ 18.52% |
$10.1M - $10.1M
|
1.27M
$64.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
63.2K+ 43.36% |
$3.21M - $3.22M
|
209K
$10.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
54.6KNew |
$2.78M - $2.78M
|
54.6K
$2.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34.8K+ 14.07% |
$1.77M - $1.77M
|
282K
$14.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
27.9K+ 38.81% |
$1.42M - $1.42M
|
99.6K
$5.07M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
23.5KNew |
$1.19M - $1.2M
|
23.5K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18.4K+ 22.91% |
$936K - $938K
|
98.7K
$5.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.6KNew |
$794K - $796K
|
15.6K
$795K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12K+ 4.75% |
$613K - $614K
|
266K
$13.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$534K - $535K
|
10.5K
$534K
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
9.13K+ 46.94% |
$464K - $466K
|
28.6K
$1.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.71K+ 5.98% |
$443K - $444K
|
154K
$7.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.77KNew |
$344K - $345K
|
6.77K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
6.23K+ 103.23% |
$317K - $318K
|
12.3K
$625K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
4.76KNew |
$242K - $243K
|
4.76K
$242K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 3.94% |
$240K - $241K
|
125K
$6.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.14K+ 4.71% |
$210K - $211K
|
92K
$4.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.03KNew |
$205K - $206K
|
4.03K
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.33K+ 2.32% |
$67.6K - $67.8K
|
58.6K
$2.98M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.14K+ 0.96% |
$58K - $58.1K
|
120K
$6.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
952+ 118.26% |
$48.4K - $48.6K
|
1.76K
$89.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
245+ 4.16% |
$12.5K - $12.5K
|
6.14K
$312K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
101+ 0.68% |
$5.14K - $5.15K
|
14.9K
$759K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
73+ 0.86% |
$3.71K - $3.72K
|
8.53K
$434K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.26% |
$153 - $153
|
1.15K
$58.5K
|
|
| Q3 2025 | |||||||
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1M+ 173.68% |
$55.9M - $56.2M
|
1.73M
$88.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
460K+ 13.83% |
$23.4M - $23.5M
|
3.79M
$193M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340K+ 39.5% |
$17.3M - $17.4M
|
1.2M
$61.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192K+ 26.89% |
$9.76M - $9.81M
|
907K
$46.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
179K+ 45.46% |
$9.11M - $9.15M
|
573K
$29.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
174K+ 40.77% |
$8.83M - $8.87M
|
600K
$30.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168K+ 4.65% |
$8.54M - $8.59M
|
3.78M
$193M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
159K+ 180.9% |
$8.09M - $8.13M
|
247K
$12.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$8.03M - $8.07M
|
158K
$8.05M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
145KNew |
$7.38M - $7.42M
|
145K
$7.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
144K+ 97.01% |
$7.33M - $7.36M
|
293K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
141K+ 459.66% |
$7.14M - $7.18M
|
171K
$8.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
138K+ 15.28% |
$7M - $7.03M
|
1.04M
$52.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
134KNew |
$6.82M - $6.85M
|
134K
$6.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
133K+ 13.11% |
$6.77M - $6.81M
|
1.15M
$58.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
131K+ 2677.56% |
$6.67M - $6.7M
|
136K
$6.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
129K+ 9.96% |
$6.54M - $6.57M
|
1.42M
$72.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.7K+ 14.45% |
$4.4M - $4.43M
|
687K
$35M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
85.3K+ 24.03% |
$4.33M - $4.35M
|
440K
$22.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
74K+ 245.26% |
$3.76M - $3.78M
|
104K
$5.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
72.7K+ 33.51% |
$3.69M - $3.71M
|
290K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
70K+ 38.32% |
$3.56M - $3.57M
|
253K
$12.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
68.9K+ 11.24% |
$3.5M - $3.52M
|
682K
$34.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64K+ 156.31% |
$3.25M - $3.27M
|
105K
$5.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
57.9K+ 8.34% |
$2.94M - $2.96M
|
752K
$38.3M
|
|