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, 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
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.14K+ 38.28% |
$159K - $160K
|
11.3K
$577K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
3.1K+ 15.51% |
$157K - $158K
|
23.1K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 26.58% |
$151K - $152K
|
14.2K
$723K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.73K+ 19.27% |
$139K - $139K
|
16.9K
$859K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.69K+ 9.31% |
$137K - $137K
|
31.6K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 42.51% |
$131K - $132K
|
8.67K
$441K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.47K+ 58.41% |
$126K - $126K
|
6.7K
$341K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.41K+ 2.64% |
$122K - $123K
|
93.7K
$4.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.37K+ 14.71% |
$120K - $121K
|
18.5K
$940K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.32K+ 5.38% |
$118K - $118K
|
45.4K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.22K+ 52.04% |
$113K - $113K
|
6.48K
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.17K+ 7.2% |
$110K - $111K
|
32.4K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.15K+ 15.68% |
$109K - $110K
|
15.9K
$807K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.1K+ 5.63% |
$107K - $107K
|
39.4K
$2M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.05K+ 1.12% |
$104K - $105K
|
185K
$9.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.05K+ 96.93% |
$104K - $105K
|
4.17K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.01K+ 6.24% |
$102K - $103K
|
34.2K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2K+ 1.93% |
$102K - $102K
|
105K
$5.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.99K+ 3.51% |
$101K - $102K
|
58.8K
$2.99M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
1.99K+ 80.57% |
$101K - $101K
|
4.45K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.97KNew |
$99.8K - $100K
|
1.97K
$100K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.91K+ 29.95% |
$97K - $97.5K
|
8.28K
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.89KNew |
$95.8K - $96.3K
|
1.89K
$96K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.86K+ 14.26% |
$94.5K - $95K
|
14.9K
$759K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.85K+ 1.07% |
$94K - $94.5K
|
175K
$8.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.78K+ 1.34% |
$90.3K - $90.8K
|
135K
$6.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.71K+ 16.84% |
$86.8K - $87.2K
|
11.9K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.63K+ 2.78% |
$82.8K - $83.2K
|
60.3K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.59K+ 148.83% |
$80.5K - $80.9K
|
2.65K
$135K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.52K+ 30.8% |
$77K - $77.4K
|
6.44K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
1.44K+ 5.64% |
$73.3K - $73.6K
|
27K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 7.72% |
$67.5K - $67.9K
|
18.5K
$944K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.31K+ 21.64% |
$66.8K - $67.1K
|
7.39K
$376K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31K+ 3.75% |
$66.7K - $67.1K
|
36.3K
$1.85M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.3K+ 10.13% |
$66.1K - $66.4K
|
14.1K
$720K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.28K+ 3.58% |
$64.9K - $65.3K
|
37K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.27K+ 14.97% |
$64.7K - $65K
|
9.77K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.25K+ 2.55% |
$63.7K - $64K
|
50.4K
$2.57M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 1.98% |
$56K - $56.3K
|
56.9K
$2.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 2.35% |
$54.9K - $55.2K
|
47K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.04K+ 2.58% |
$52.8K - $53.1K
|
41.4K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02K+ 5.78% |
$51.6K - $51.9K
|
18.6K
$947K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.01K+ 2202.17% |
$51.5K - $51.7K
|
1.06K
$53.9K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 7178.57% |
$51.1K - $51.3K
|
1.02K
$51.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1K+ 9.14% |
$50.8K - $51.1K
|
11.9K
$608K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
950+ 1.05% |
$48.3K - $48.5K
|
91.7K
$4.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
844New |
$42.9K - $43.1K
|
844
$43K
|
|