Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.81K- 13.05% |
$394K - $395K
|
52K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8K- 16.91% |
$404K - $405K
|
39.3K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.17K- 30.86% |
$412K - $414K
|
18.3K
$930K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.51K- 46.87% |
$430K - $431K
|
9.65K
$490K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.59K- 32.2% |
$433K - $435K
|
18.1K
$919K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9K- 19.98% |
$454K - $456K
|
36.1K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-9.27K- 41.9% |
$467K - $469K
|
12.8K
$653K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-9.59K- 10.53% |
$484K - $486K
|
81.5K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-9.64K- 7.06% |
$486K - $489K
|
127K
$6.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-9.71K- 13.94% |
$490K - $492K
|
59.9K
$3.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.1K- 25.58% |
$509K - $511K
|
29.3K
$1.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 35.44% |
$514K - $516K
|
18.6K
$943K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-10.4K- 9.47% |
$525K - $527K
|
99.5K
$5.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.9K- 36.7% |
$551K - $553K
|
18.8K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-11.7K- 19.23% |
$592K - $594K
|
49.3K
$2.5M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-12.1K- 18.29% |
$608K - $611K
|
53.9K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.4K- 9.54% |
$626K - $629K
|
118K
$5.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-13K- 18.78% |
$654K - $657K
|
56.1K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.4K- 43.84% |
$674K - $677K
|
17.1K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.7K- 54.51% |
$691K - $694K
|
11.4K
$581K
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-14.7K- 46.03% |
$744K - $747K
|
17.3K
$878K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15K- 70.55% |
$758K - $761K
|
6.27K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-15.4K- 8.81% |
$776K - $780K
|
159K
$8.09M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-16.3K- 25.36% |
$822K - $825K
|
47.9K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.5K- 3.77% |
$833K - $837K
|
421K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.1K- 19.56% |
$862K - $865K
|
70.2K
$3.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.3K- 40.16% |
$875K - $878K
|
25.8K
$1.31M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18.1K- 11.91% |
$914K - $918K
|
134K
$6.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-18.5K- 11.06% |
$932K - $936K
|
149K
$7.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.4K- 10.22% |
$978K - $982K
|
170K
$8.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.6K- 17.23% |
$1.04M - $1.04M
|
98.8K
$5.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20.6K- 3.29% |
$1.04M - $1.04M
|
605K
$30.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20.7K- 11.13% |
$1.04M - $1.05M
|
165K
$8.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-20.7K- 74.83% |
$1.05M - $1.05M
|
6.98K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-20.7K- 74.83% |
$1.05M - $1.05M
|
6.98K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-22.8K- 26.06% |
$1.15M - $1.16M
|
64.8K
$3.29M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-23.2K- 34.5% |
$1.17M - $1.18M
|
44.1K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.5K- 9.47% |
$1.29M - $1.29M
|
244K
$12.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27.4K- 5.43% |
$1.38M - $1.39M
|
477K
$24.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-27.8K- 8.73% |
$1.4M - $1.41M
|
291K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-28.1K- 19.58% |
$1.42M - $1.43M
|
116K
$5.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-28.2K- 95.02% |
$1.42M - $1.43M
|
1.48K
$75K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.9K- 9.42% |
$1.56M - $1.56M
|
297K
$15.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-38K- 44.01% |
$1.92M - $1.93M
|
48.4K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-38.6K- 13.45% |
$1.95M - $1.95M
|
248K
$12.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-39.2K- 7.96% |
$1.98M - $1.98M
|
453K
$23M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-39.3K- 55.78% |
$1.98M - $1.99M
|
31.1K
$1.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-42.6K- 15.61% |
$2.15M - $2.16M
|
230K
$11.7M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-45.5K- 18.86% |
$2.3M - $2.31M
|
196K
$9.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47.7K- 62.44% |
$2.41M - $2.42M
|
28.7K
$1.46M
|