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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.7K+ 108.29% |
$2.78M - $2.8M
|
105K
$5.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
54.2K+ 420.15% |
$2.75M - $2.77M
|
67.1K
$3.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
53.2K+ 162.04% |
$2.7M - $2.72M
|
86K
$4.38M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50KNew |
$2.54M - $2.55M
|
50K
$2.55M
|
|
|
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 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47.6K+ 81.24% |
$2.42M - $2.43M
|
106K
$5.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
42.9KNew |
$2.18M - $2.19M
|
42.9K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41KNew |
$2.08M - $2.09M
|
41K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
39.5KNew |
$2M - $2.02M
|
39.5K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
39.5KNew |
$2M - $2.02M
|
39.5K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
38.8K+ 82.4% |
$1.97M - $1.98M
|
85.8K
$4.37M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37.8K+ 412.99% |
$1.92M - $1.93M
|
46.9K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
37.8K+ 45.63% |
$1.92M - $1.93M
|
120K
$6.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
37.4K+ 73.2% |
$1.9M - $1.91M
|
88.5K
$4.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
37.1K+ 5.99% |
$1.89M - $1.9M
|
657K
$33.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
36.9K+ 200.52% |
$1.88M - $1.88M
|
55.3K
$2.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
30.1K+ 48.64% |
$1.53M - $1.54M
|
92K
$4.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.5K+ 27.72% |
$1.45M - $1.45M
|
131K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
27.4K+ 15491.53% |
$1.39M - $1.4M
|
27.6K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
26.5K+ 11.49% |
$1.35M - $1.35M
|
257K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26.2K+ 68.21% |
$1.33M - $1.34M
|
64.6K
$3.29M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 7.84% |
$1.32M - $1.33M
|
357K
$18.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25.9K+ 23.88% |
$1.31M - $1.32M
|
134K
$6.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
25.5KNew |
$1.29M - $1.3M
|
25.5K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
24.5K+ 10.73% |
$1.25M - $1.25M
|
253K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
23.8KNew |
$1.21M - $1.21M
|
23.8K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
22.8K+ 11.54% |
$1.16M - $1.16M
|
220K
$11.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.7K+ 29.64% |
$1.1M - $1.11M
|
94.9K
$4.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.6K+ 5.78% |
$1.1M - $1.1M
|
395K
$20.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21K+ 7.98% |
$1.07M - $1.07M
|
284K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.01M - $1.02M
|
19.9K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
19.9K+ 214.84% |
$1.01M - $1.01M
|
29.1K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.8K+ 7.93% |
$1M - $1.01M
|
269K
$13.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19.5K+ 34.59% |
$992K - $997K
|
76K
$3.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.3K+ 35.06% |
$982K - $987K
|
74.4K
$3.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 7.57% |
$955K - $960K
|
267K
$13.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 410.15% |
$943K - $948K
|
23.1K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.8K+ 29.97% |
$903K - $908K
|
77.1K
$3.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
16.1K+ 25.11% |
$816K - $820K
|
80K
$4.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16K+ 8.44% |
$814K - $818K
|
206K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
15.5KNew |
$788K - $792K
|
15.5K
$789K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
15K+ 30.89% |
$764K - $768K
|
63.7K
$3.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
15KNew |
$760K - $764K
|
15K
$761K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14.5K+ 60.12% |
$738K - $742K
|
38.7K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
14.5KNew |
$737K - $741K
|
14.5K
$738K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.9K+ 30.39% |
$707K - $710K
|
59.7K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.2K+ 11.78% |
$669K - $672K
|
125K
$6.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
12.7K+ 3.21% |
$647K - $650K
|
410K
$20.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.6KNew |
$640K - $643K
|
12.6K
$642K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.7KNew |
$595K - $598K
|
11.7K
$596K
|
|