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 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
590KNew |
$30M - $30.1M
|
590K
$30M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
198K+ 18.52% |
$10.1M - $10.1M
|
1.27M
$64.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
87.5K+ 630.16% |
$4.45M - $4.46M
|
101K
$5.16M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
74.8KNew |
$3.8M - $3.81M
|
74.8K
$3.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
63.7K+ 14.48% |
$3.24M - $3.25M
|
504K
$25.7M
|
|
|
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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.2K+ 44.82% |
$2.4M - $2.41M
|
152K
$7.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42.6K+ 131.96% |
$2.16M - $2.17M
|
74.8K
$3.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
36.6K+ 94.67% |
$1.86M - $1.87M
|
75.3K
$3.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
36.4K+ 21.99% |
$1.85M - $1.85M
|
202K
$10.3M
|
|
|
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 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
34.7K+ 135.06% |
$1.77M - $1.77M
|
60.4K
$3.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
32.7K+ 4.97% |
$1.66M - $1.67M
|
690K
$35.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.5K+ 33.75% |
$1.45M - $1.45M
|
113K
$5.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
27.9K+ 38.81% |
$1.42M - $1.42M
|
99.6K
$5.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27.4K+ 126.17% |
$1.4M - $1.4M
|
49.2K
$2.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.1K+ 34.65% |
$1.33M - $1.33M
|
101K
$5.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
25.8K+ 3.79% |
$1.31M - $1.32M
|
708K
$36M
|
|
|
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 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
18.2K+ 23.06% |
$926K - $929K
|
97.2K
$4.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
16.9K+ 11.82% |
$861K - $863K
|
160K
$8.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.6K+ 2.61% |
$795K - $797K
|
615K
$31.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.6KNew |
$794K - $796K
|
15.6K
$795K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$747K - $749K
|
14.7K
$748K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.6KNew |
$692K - $694K
|
13.6K
$693K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13.1KNew |
$669K - $671K
|
13.1K
$669K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 86.08% |
$645K - $646K
|
27.4K
$1.4M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12K+ 4.75% |
$613K - $614K
|
266K
$13.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
11.3K+ 65.03% |
$572K - $574K
|
28.6K
$1.45M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$534K - $535K
|
10.5K
$534K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10.1K+ 9.53% |
$513K - $514K
|
116K
$5.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
9.13K+ 46.94% |
$464K - $466K
|
28.6K
$1.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.01K+ 9.49% |
$458K - $459K
|
104K
$5.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.71K+ 5.98% |
$443K - $444K
|
154K
$7.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.03KNew |
$408K - $409K
|
8.03K
$409K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
7.7KNew |
$392K - $393K
|
7.7K
$392K
|
|
|
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 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.81KNew |
$295K - $296K
|
5.81K
$296K
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.79K+ 53.96% |
$294K - $295K
|
16.5K
$841K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
5.72K+ 89.93% |
$291K - $292K
|
12.1K
$615K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
5.6K+ 21.97% |
$285K - $286K
|
31.1K
$1.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.59K+ 17.27% |
$284K - $285K
|
37.9K
$1.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5.05K+ 8.69% |
$257K - $257K
|
63.2K
$3.22M
|
|
|
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 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.7KNew |
$239K - $240K
|
4.7K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.15K+ 52.3% |
$211K - $212K
|
12.1K
$616K
|
|