Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-309K- 44.22% |
$15.6M - $15.7M
|
389K
$19.8M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-254K- 20.64% |
$12.9M - $13M
|
977K
$49.6M
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-156K- 28.53% |
$7.9M - $7.95M
|
391K
$19.9M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-119K- 74.97% |
$6.01M - $6.05M
|
39.7K
$2.01M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-110K- 10.5% |
$5.58M - $5.62M
|
940K
$47.8M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-55.2K- 8.71% |
$2.79M - $2.81M
|
579K
$29.4M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-54.3K- 21.49% |
$2.75M - $2.77M
|
198K
$10.1M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-51K- 33.56% |
$2.58M - $2.6M
|
101K
$5.13M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-43.4K- 48.39% |
$2.2M - $2.21M
|
46.3K
$2.35M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-35.3K- 64.42% |
$1.79M - $1.8M
|
19.5K
$992K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33K- 51.86% |
$1.67M - $1.68M
|
30.6K
$1.56M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-31K- 86.28% |
$1.57M - $1.58M
|
4.93K
$250K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-30.9K- 19.12% |
$1.56M - $1.58M
|
131K
$6.65M
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-30.1K- 30.37% |
$1.52M - $1.53M
|
69K
$3.51M
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-29.3K- 44.25% |
$1.49M - $1.5M
|
37K
$1.88M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.9K- 35.05% |
$1.46M - $1.47M
|
53.5K
$2.72M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.9K- 0.96% |
$1.46M - $1.47M
|
2.98M
$151M
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-28.8K- 60.95% |
$1.46M - $1.47M
|
18.4K
$936K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.8K- 10.94% |
$1.36M - $1.36M
|
218K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-25K- 32.26% |
$1.27M - $1.28M
|
52.6K
$2.67M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-24.4K- 18.5% |
$1.24M - $1.24M
|
107K
$5.46M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-23.3K- 4.34% |
$1.18M - $1.19M
|
513K
$26.1M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22.5K- 65.26% |
$1.14M - $1.15M
|
12K
$609K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.2K- 21.46% |
$1.02M - $1.03M
|
74.1K
$3.76M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20K- 87.85% |
$1.01M - $1.02M
|
2.76K
$140K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.4K- 30.77% |
$980K - $987K
|
43.6K
$2.21M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18K- 40.21% |
$913K - $919K
|
26.8K
$1.36M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.4K- 9.27% |
$878K - $884K
|
170K
$8.63M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-17.1K- 18.25% |
$868K - $874K
|
76.8K
$3.9M
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-16.1K- 29.98% |
$816K - $822K
|
37.7K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.9K- 39.57% |
$805K - $810K
|
24.3K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-14.5K- 15.51% |
$734K - $739K
|
79.1K
$4.02M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.3K- 15.12% |
$724K - $729K
|
80.3K
$4.08M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-14.2K- 5.94% |
$717K - $722K
|
224K
$11.4M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8K- 21.06% |
$696K - $701K
|
51.6K
$2.62M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 10.12% |
$696K - $700K
|
122K
$6.2M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-13K- 33.71% |
$659K - $664K
|
25.6K
$1.3M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-12K- 38.74% |
$607K - $612K
|
19K
$964K
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11.6K- 3.74% |
$589K - $593K
|
299K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.4K- 25.94% |
$577K - $581K
|
32.5K
$1.65M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 55.57% |
$521K - $525K
|
8.24K
$418K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9.17K- 5.56% |
$464K - $467K
|
156K
$7.91M
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-9.11K- 30.44% |
$461K - $464K
|
20.8K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.81K- 6.06% |
$446K - $449K
|
137K
$6.94M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.29K- 43.76% |
$420K - $422K
|
10.7K
$541K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.98K- 3.2% |
$404K - $407K
|
241K
$12.2M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.99K- 23.65% |
$354K - $356K
|
22.6K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.92K- 1.82% |
$350K - $353K
|
374K
$19M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.55K- 5.35% |
$331K - $334K
|
116K
$5.88M
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6.43K- 7.01% |
$325K - $328K
|
85.4K
$4.34M
|