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 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.7KNew |
$595K - $598K
|
11.7K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
BUY
|
- |
11.5K+ 14.38% |
$584K - $587K
|
91.4K
$4.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.2K+ 156.59% |
$568K - $571K
|
18.3K
$933K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10.9K+ 122.7% |
$555K - $558K
|
19.8K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10K+ 9.88% |
$508K - $511K
|
111K
$5.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.82K+ 7.51% |
$499K - $501K
|
140K
$7.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.74K+ 27.15% |
$495K - $497K
|
45.6K
$2.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
9.54K+ 38.36% |
$485K - $487K
|
34.4K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.63K+ 39.35% |
$438K - $440K
|
30.5K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.6K+ 22.98% |
$437K - $439K
|
46K
$2.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8.4K+ 3.38% |
$427K - $429K
|
257K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.34KNew |
$424K - $426K
|
8.34K
$425K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.27K+ 94.11% |
$420K - $422K
|
17.1K
$868K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.1K+ 15.15% |
$412K - $414K
|
61.6K
$3.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.97K+ 73.8% |
$405K - $407K
|
18.8K
$956K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.86KNew |
$399K - $401K
|
7.86K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.86K+ 5.72% |
$399K - $401K
|
145K
$7.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
7.85KNew |
$399K - $401K
|
7.85K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.71K+ 34.21% |
$392K - $394K
|
30.3K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.49K+ 1.27% |
$381K - $383K
|
599K
$30.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
7.47K+ 30.02% |
$379K - $381K
|
32.3K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.37KNew |
$375K - $376K
|
7.37K
$375K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
7.37K+ 3.08% |
$374K - $376K
|
247K
$12.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.31KNew |
$372K - $373K
|
7.31K
$372K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.21K+ 1.37% |
$366K - $368K
|
532K
$27.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.01K+ 54.5% |
$356K - $358K
|
19.9K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.49K+ 92.73% |
$330K - $331K
|
13.5K
$687K
|
|
|
Nov 05, 2025
Q3 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
6.02K+ 11.02% |
$306K - $307K
|
60.6K
$3.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6K+ 38.2% |
$305K - $306K
|
21.7K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
5.9KNew |
$300K - $301K
|
5.9K
$300K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.55KNew |
$282K - $283K
|
5.55K
$282K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
5.43KNew |
$276K - $277K
|
5.43K
$276K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.21KNew |
$264K - $266K
|
5.21K
$265K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 37.4% |
$256K - $257K
|
18.5K
$943K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
4.98KNew |
$253K - $254K
|
4.98K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.84K+ 16.18% |
$246K - $247K
|
34.8K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.84KNew |
$246K - $247K
|
4.84K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.81K+ 76.81% |
$245K - $246K
|
11.1K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.78KNew |
$243K - $244K
|
4.78K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.74KNew |
$241K - $242K
|
4.74K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.66K+ 105.17% |
$237K - $238K
|
9.09K
$463K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.61KNew |
$234K - $235K
|
4.61K
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.58KNew |
$233K - $234K
|
4.58K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
4.5KNew |
$229K - $230K
|
4.5K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.39K+ 7.41% |
$223K - $224K
|
63.6K
$3.24M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.33K+ 4.52% |
$220K - $221K
|
100K
$5.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.33K+ 9.46% |
$220K - $221K
|
50.1K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.13KNew |
$210K - $211K
|
4.13K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.02K+ 13.77% |
$204K - $205K
|
33.2K
$1.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.2K+ 62.73% |
$162K - $163K
|
8.29K
$422K
|
|