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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
84.9K+ 22.79% |
$4.29M - $4.32M
|
457K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
82.3K+ 22.09% |
$4.16M - $4.19M
|
455K
$23.2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.2K+ 13.53% |
$2.74M - $2.76M
|
455K
$23.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
29.6KNew |
$1.49M - $1.51M
|
29.6K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29.2KNew |
$1.47M - $1.49M
|
29.2K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
28K+ 69.54% |
$1.42M - $1.43M
|
68.3K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.4K+ 103.19% |
$1.29M - $1.3M
|
50.1K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.6K+ 14.45% |
$787K - $793K
|
123K
$6.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
11.6K+ 123.3% |
$584K - $589K
|
20.9K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.39K+ 103.26% |
$424K - $427K
|
16.5K
$841K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
7.5KNew |
$379K - $382K
|
7.5K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.07K+ 113.54% |
$357K - $360K
|
13.3K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.91KNew |
$349K - $352K
|
6.91K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$344K - $346K
|
6.8K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.77KNew |
$342K - $345K
|
6.77K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.48K+ 54.82% |
$327K - $330K
|
18.3K
$932K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.9KNew |
$298K - $300K
|
5.9K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.85K+ 323.33% |
$245K - $247K
|
6.35K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.93KNew |
$199K - $200K
|
3.93K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.98KNew |
$99.8K - $101K
|
1.98K
$101K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.97K+ 11.64% |
$99.6K - $100K
|
18.9K
$963K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.76KNew |
$89K - $89.7K
|
1.76K
$89.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.3K+ 66.36% |
$65.7K - $66.2K
|
3.26K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.18K+ 2.97% |
$59.6K - $60.1K
|
40.9K
$2.08M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.14K+ 9.61% |
$57.4K - $57.9K
|
13K
$661K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
999+ 12.43% |
$50.5K - $50.9K
|
9.04K
$460K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
903New |
$45.6K - $46K
|
903
$46K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
702+ 7.44% |
$35.5K - $35.7K
|
10.1K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
500+ 9.43% |
$25.3K - $25.5K
|
5.8K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
500+ 5.57% |
$25.3K - $25.5K
|
9.48K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
435+ 2.49% |
$22K - $22.2K
|
17.9K
$911K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 4.55% |
$12K - $12.1K
|
5.45K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
232New |
$11.7K - $11.8K
|
232
$11.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
99+ 60.74% |
$5K - $5.04K
|
262
$13.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$50.5 - $50.9
|
1
$50.9
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
62.2KNew |
$3.16M - $3.17M
|
62.2K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
44.1KNew |
$2.24M - $2.25M
|
44.1K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.9KNew |
$2.13M - $2.13M
|
41.9K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.9K+ 16543.52% |
$906K - $910K
|
18K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14.9KNew |
$753K - $756K
|
14.9K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10.6KNew |
$538K - $540K
|
10.6K
$540K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.9KNew |
$401K - $402K
|
7.9K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.54KNew |
$382K - $384K
|
7.54K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.73K+ 27.32% |
$341K - $343K
|
31.4K
$1.6M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.57KNew |
$333K - $335K
|
6.57K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.2KNew |
$315K - $316K
|
6.2K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.09KNew |
$258K - $259K
|
5.09K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.56K+ 48.26% |
$231K - $232K
|
14K
$713K
|
|