Purchases and Sales Made in Q3 2022 in Jp Morgan Ultra Short Mun Inco (JMST)
This table provides information about the institutional ownership of Jp Morgan Ultra Short Mun Inco (JMST) during Q3 2022. The information is specifically focused on institutions that hold shares of JP MORGAN ULTRA SHORT MUN INCO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
913KNew |
$45.9M - $46.3M
|
913K
$46.4M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
913KNew |
$45.9M - $46.3M
|
913K
$46.4M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
456K+ 47.82% |
$22.9M - $23.1M
|
1.41M
$71.6M
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
360K+ 1620.7% |
$18.1M - $18.3M
|
382K
$19.4M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
323K+ 342.85% |
$16.2M - $16.4M
|
417K
$21.2M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
296K+ 37.08% |
$14.9M - $15M
|
1.09M
$55.6M
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
222K+ 121.89% |
$11.2M - $11.3M
|
405K
$20.6M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
221K+ 40.66% |
$11.1M - $11.2M
|
766K
$38.9M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
191KNew |
$9.62M - $9.71M
|
191K
$9.72M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 49.0% |
$9.11M - $9.19M
|
551K
$28M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
178K+ 1078.76% |
$8.92M - $9.01M
|
194K
$9.86M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
175K+ 76.68% |
$8.77M - $8.85M
|
402K
$20.4M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
143K+ 108.22% |
$7.17M - $7.24M
|
275K
$14M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
125K+ 411.82% |
$6.26M - $6.32M
|
155K
$7.87M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
94.8K+ 19.36% |
$4.76M - $4.81M
|
585K
$29.7M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
79.9K+ 51.56% |
$4.02M - $4.05M
|
235K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
77KNew |
$3.87M - $3.9M
|
77K
$3.91M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
74KNew |
$3.72M - $3.76M
|
74K
$3.76M
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
68.3KNew |
$3.43M - $3.46M
|
68.3K
$3.47M
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
65.2KNew |
$3.28M - $3.31M
|
65.2K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
65KNew |
$3.27M - $3.3M
|
65K
$3.3M
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
61.4K+ 45.03% |
$3.09M - $3.12M
|
198K
$10.1M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
57.1K+ 47.43% |
$2.87M - $2.9M
|
177K
$9.02M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
56.5KNew |
$2.84M - $2.87M
|
56.5K
$2.87M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
48.7K+ 60.3% |
$2.45M - $2.47M
|
129K
$6.58M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.7K+ 79.21% |
$2.44M - $2.47M
|
110K
$5.59M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
46.4KNew |
$2.33M - $2.35M
|
46.4K
$2.36M
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46KNew |
$2.31M - $2.33M
|
46K
$2.33M
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
42.7K+ 137.31% |
$2.15M - $2.17M
|
73.9K
$3.75M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.6K+ 11.69% |
$1.84M - $1.86M
|
350K
$17.8M
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
35.9K+ 17.75% |
$1.8M - $1.82M
|
238K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
35KNew |
$1.76M - $1.78M
|
35K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.5K+ 5.44% |
$1.73M - $1.75M
|
669K
$34M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.7K+ 14.06% |
$1.49M - $1.5M
|
241K
$12.2M
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
27.7K+ 11.52% |
$1.39M - $1.4M
|
268K
$13.6M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
27.6K+ 35.02% |
$1.39M - $1.4M
|
106K
$5.41M
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
27.2K+ 217.82% |
$1.37M - $1.38M
|
39.7K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
26K+ 42.23% |
$1.31M - $1.32M
|
87.7K
$4.45M
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25.6KNew |
$1.28M - $1.3M
|
25.6K
$1.3M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24.9K+ 208.78% |
$1.25M - $1.26M
|
36.9K
$1.87M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.5K+ 246.28% |
$1.23M - $1.24M
|
34.5K
$1.75M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
24.4K+ 3.91% |
$1.23M - $1.24M
|
650K
$33M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.3KNew |
$1.22M - $1.23M
|
24.3K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.1K+ 21.33% |
$1.21M - $1.22M
|
137K
$6.97M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.5K+ 179.7% |
$1.13M - $1.14M
|
35K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
22KNew |
$1.11M - $1.12M
|
22K
$1.12M
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
20.8K+ 6.3% |
$1.05M - $1.06M
|
352K
$17.9M
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
19.8K+ 105.64% |
$996K - $1.01M
|
38.6K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.5K+ 40.23% |
$980K - $989K
|
68K
$3.45M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19KNew |
$954K - $963K
|
19K
$964K
|