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 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
5.48K+ 110.98% |
$278K - $279K
|
10.4K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.37K+ 37.74% |
$272K - $273K
|
19.6K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.33K+ 60.93% |
$270K - $271K
|
14.1K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.23K+ 14.37% |
$265K - $266K
|
41.6K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.76KNew |
$241K - $242K
|
4.76K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.54KNew |
$230K - $231K
|
4.54K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.39K+ 2.35% |
$223K - $224K
|
191K
$9.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.35KNew |
$220K - $221K
|
4.35K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.11K+ 6.73% |
$208K - $209K
|
65.2K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.03K+ 7.76% |
$204K - $205K
|
55.9K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.73K+ 7.01% |
$189K - $190K
|
56.9K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.66K+ 7.68% |
$186K - $186K
|
51.4K
$2.61M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.19K+ 22.74% |
$162K - $162K
|
17.2K
$876K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.25K+ 1.46% |
$114K - $114K
|
157K
$7.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.2K+ 2.89% |
$111K - $112K
|
78.4K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.85K+ 31.68% |
$93.7K - $94.1K
|
7.69K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.79K+ 8.1% |
$90.4K - $90.9K
|
23.8K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 1.47% |
$77.6K - $78K
|
105K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.52K+ 6.98% |
$76.9K - $77.2K
|
23.2K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.52K+ 12.52% |
$76.8K - $77.1K
|
13.6K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.22K+ 2.32% |
$61.8K - $62K
|
53.8K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.2K+ 8.19% |
$60.8K - $61.1K
|
15.8K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.2K+ 15.48% |
$60.6K - $60.9K
|
8.92K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 0.19% |
$57.8K - $58K
|
595K
$30.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.11K+ 1.31% |
$56.4K - $56.7K
|
86.2K
$4.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
955+ 1.28% |
$48.4K - $48.6K
|
75.4K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
826+ 5.79% |
$41.9K - $42K
|
15.1K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
689+ 10.9% |
$34.9K - $35.1K
|
7.01K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
684+ 5.59% |
$34.7K - $34.8K
|
12.9K
$657K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
480+ 9.28% |
$24.3K - $24.4K
|
5.65K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
322+ 6.85% |
$16.3K - $16.4K
|
5.02K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
267+ 0.99% |
$13.5K - $13.6K
|
27.3K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
129+ 0.81% |
$6.54K - $6.57K
|
16K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
62+ 0.81% |
$3.14K - $3.16K
|
7.75K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
49+ 0.49% |
$2.48K - $2.49K
|
9.96K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
42+ 0.82% |
$2.13K - $2.14K
|
5.19K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.13% |
$659 - $662
|
10.2K
$517K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
830K+ 438.36% |
$42M - $42.3M
|
1.02M
$51.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
346K+ 58.74% |
$17.5M - $17.6M
|
935K
$47.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 84.01% |
$8.94M - $9M
|
387K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
172K+ 9.86% |
$8.71M - $8.77M
|
1.92M
$97.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 9.55% |
$8.5M - $8.55M
|
1.93M
$97.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
144K+ 2344.84% |
$7.3M - $7.35M
|
150K
$7.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
141KNew |
$7.14M - $7.19M
|
141K
$7.18M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
122K+ 7537.13% |
$6.16M - $6.21M
|
123K
$6.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
118K+ 1106.86% |
$5.96M - $6M
|
128K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
95.1K+ 29.65% |
$4.82M - $4.85M
|
416K
$21.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
92.1K+ 129.89% |
$4.66M - $4.7M
|
163K
$8.29M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
86.4K+ 209.48% |
$4.37M - $4.4M
|
128K
$6.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.4K+ 21.08% |
$4.22M - $4.25M
|
479K
$24.4M
|
|