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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.59K+ 17.58% |
$80.4K - $80.9K
|
10.6K
$540K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.59K+ 11.05% |
$80.4K - $80.9K
|
16K
$812K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.57KNew |
$79.2K - $79.8K
|
1.57K
$79.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.52K+ 4.63% |
$76.9K - $77.5K
|
34.3K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.51K+ 11.09% |
$76.3K - $76.8K
|
15.1K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.44K+ 18.79% |
$72.8K - $73.3K
|
9.09K
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.43K+ 1.86% |
$72.6K - $73.1K
|
78.5K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.42K+ 27.29% |
$71.9K - $72.4K
|
6.62K
$337K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.48% |
$62K - $62.4K
|
83.7K
$4.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.18KNew |
$59.9K - $60.3K
|
1.18K
$60.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.18KNew |
$59.9K - $60.3K
|
1.18K
$60.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.16K+ 9.85% |
$58.7K - $59.1K
|
12.9K
$657K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.14K+ 2.5% |
$57.7K - $58.1K
|
46.8K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.1K+ 15.71% |
$55.7K - $56.1K
|
8.1K
$412K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 9.4% |
$53K - $53.4K
|
12.2K
$620K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
982+ 12.03% |
$49.7K - $50K
|
9.14K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
907+ 7.56% |
$45.9K - $46.2K
|
12.9K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
845+ 29.82% |
$42.8K - $43.1K
|
3.68K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
844+ 5.62% |
$42.7K - $43K
|
15.9K
$806K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
838+ 65.57% |
$42.4K - $42.7K
|
2.12K
$108K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
784+ 13.38% |
$39.7K - $40K
|
6.64K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
746+ 9.3% |
$37.8K - $38K
|
8.77K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
687+ 5.27% |
$34.8K - $35K
|
13.7K
$698K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
632+ 14.22% |
$32K - $32.2K
|
5.08K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
622+ 5.79% |
$31.5K - $31.7K
|
11.4K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
599+ 2.3% |
$30.3K - $30.5K
|
26.7K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
590New |
$29.9K - $30.1K
|
590
$30K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
500+ 5.68% |
$25.3K - $25.5K
|
9.3K
$473K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
378+ 0.16% |
$19.1K - $19.3K
|
234K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
376+ 3.65% |
$19K - $19.2K
|
10.7K
$543K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
370+ 5.27% |
$18.7K - $18.9K
|
7.4K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
361+ 1.55% |
$18.3K - $18.4K
|
23.6K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
348+ 5.05% |
$17.6K - $17.7K
|
7.24K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
317+ 2.09% |
$16K - $16.2K
|
15.5K
$788K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
299+ 3.86% |
$15.1K - $15.2K
|
8.04K
$409K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
285+ 1.39% |
$14.4K - $14.5K
|
20.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
270New |
$13.7K - $13.8K
|
270
$13.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
253+ 3.2% |
$12.8K - $12.9K
|
8.16K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
228+ 1.1% |
$11.5K - $11.6K
|
20.9K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
180+ 0.73% |
$9.11K - $9.17K
|
24.8K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
152+ 0.78% |
$7.69K - $7.75K
|
19.6K
$997K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
102+ 0.83% |
$5.16K - $5.2K
|
12.3K
$627K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
91+ 1.45% |
$4.61K - $4.64K
|
6.36K
$323K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
87+ 0.68% |
$4.4K - $4.43K
|
12.8K
$651K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
86+ 0.17% |
$4.35K - $4.38K
|
50.1K
$2.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
81+ 0.83% |
$4.1K - $4.13K
|
9.86K
$501K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
36+ 0.82% |
$1.82K - $1.83K
|
4.41K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26New |
$1.32K - $1.32K
|
26
$1.32K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 18.52% |
$1.27K - $1.27K
|
160
$8.14K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19+ 0.82% |
$962 - $968
|
2.35K
$119K
|