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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
830+ 39.85% |
$42.2K - $42.4K
|
2.91K
$148K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
764+ 5.75% |
$38.8K - $39K
|
14K
$715K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
754+ 3.55% |
$38.3K - $38.5K
|
22K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
661+ 7.5% |
$33.6K - $33.8K
|
9.47K
$482K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
653+ 130.6% |
$33.2K - $33.3K
|
1.15K
$58.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
625+ 3.63% |
$31.8K - $31.9K
|
17.8K
$907K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
527+ 8.67% |
$26.8K - $26.9K
|
6.6K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
390+ 3.35% |
$19.8K - $19.9K
|
12K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
340+ 3.21% |
$17.3K - $17.4K
|
10.9K
$556K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
329+ 0.91% |
$16.7K - $16.8K
|
36.4K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
298+ 408.22% |
$15.1K - $15.2K
|
371
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
285+ 1.02% |
$14.5K - $14.6K
|
28.3K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 2.61% |
$14.5K - $14.6K
|
11.2K
$571K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
276+ 3.05% |
$14K - $14.1K
|
9.32K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
267+ 3.01% |
$13.6K - $13.6K
|
9.15K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
264+ 3.73% |
$13.4K - $13.5K
|
7.34K
$373K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
260+ 1.63% |
$13.2K - $13.3K
|
16.2K
$826K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
240+ 0.88% |
$12.2K - $12.3K
|
27.5K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
215New |
$10.9K - $11K
|
215
$10.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
200+ 0.2% |
$10.2K - $10.2K
|
99.9K
$5.09M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
161+ 0.61% |
$8.18K - $8.22K
|
26.6K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
157+ 1.45% |
$7.98K - $8.02K
|
11K
$560K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
133+ 0.66% |
$6.76K - $6.79K
|
20.2K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
110+ 0.52% |
$5.59K - $5.62K
|
21.3K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
99+ 1.62% |
$5.03K - $5.06K
|
6.23K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
98+ 0.71% |
$4.98K - $5K
|
13.9K
$710K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
76+ 0.71% |
$3.86K - $3.88K
|
10.8K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
75+ 1.54% |
$3.81K - $3.83K
|
4.94K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
69+ 0.7% |
$3.51K - $3.52K
|
9.95K
$507K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
57+ 0.11% |
$2.9K - $2.91K
|
49.7K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
50+ 0.41% |
$2.54K - $2.55K
|
12.3K
$626K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
45+ 0.25% |
$2.29K - $2.3K
|
17.8K
$905K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
44+ 0.53% |
$2.24K - $2.25K
|
8.35K
$425K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
43+ 0.17% |
$2.18K - $2.2K
|
25.7K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.7% |
$1.58K - $1.58K
|
4.48K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
31+ 0.68% |
$1.58K - $1.58K
|
4.56K
$232K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
25+ 0.55% |
$1.27K - $1.28K
|
4.53K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17+ 0.71% |
$864 - $868
|
2.42K
$123K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11+ 0.24% |
$559 - $562
|
4.59K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.63% |
$559 - $562
|
1.76K
$89.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10+ 1.14% |
$508 - $511
|
886
$45.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.74% |
$305 - $306
|
822
$41.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$203 - $204
|
5.7K
$290K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.52% |
$203 - $204
|
775
$39.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.65% |
$50.8 - $51.1
|
156
$7.94K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.47% |
$50.8 - $51.1
|
213
$10.8K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
98.4KNew |
$4.97M - $5.01M
|
98.4K
$5.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
88.2KNew |
$4.46M - $4.49M
|
88.2K
$4.49M
|
|