Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.55K- 5.65% |
$279K - $281K
|
92.7K
$4.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6K- 41.65% |
$301K - $304K
|
8.41K
$427K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6.37K- 44.66% |
$320K - $322K
|
7.89K
$401K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.88K- 4.67% |
$346K - $348K
|
140K
$7.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.31K- 62.24% |
$367K - $370K
|
4.43K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.55K- 27.43% |
$380K - $382K
|
20K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.6K- 20.88% |
$432K - $435K
|
32.6K
$1.65M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-9.63K- 9.65% |
$484K - $488K
|
90.2K
$4.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-9.64K- 23.89% |
$484K - $488K
|
30.7K
$1.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.9K- 25.45% |
$497K - $501K
|
29K
$1.47M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-9.91K- 6.4% |
$498K - $501K
|
145K
$7.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.99K- 41.86% |
$502K - $506K
|
13.9K
$705K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9.99K- 25.91% |
$502K - $506K
|
28.6K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10K- 12.44% |
$502K - $506K
|
70.4K
$3.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.2K- 11.27% |
$511K - $515K
|
80.1K
$4.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 37.3% |
$524K - $528K
|
17.5K
$890K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10.8K- 34.56% |
$541K - $545K
|
20.4K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-10.8K- 27.23% |
$542K - $546K
|
28.9K
$1.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.9K- 13.22% |
$545K - $549K
|
71.2K
$3.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 3.1% |
$568K - $572K
|
353K
$18M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.7K- 15.23% |
$589K - $593K
|
65.2K
$3.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-11.7K- 80.53% |
$590K - $594K
|
2.84K
$144K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-12K- 37.48% |
$602K - $607K
|
20K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12.1K- 62.15% |
$606K - $611K
|
7.35K
$373K
|
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-12.5K- 35.71% |
$628K - $633K
|
22.5K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14.5K- 18.91% |
$730K - $735K
|
62.3K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-14.5K- 42.02% |
$731K - $736K
|
20.1K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-15K- 5.61% |
$755K - $760K
|
253K
$12.8M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15.2K- 20.44% |
$765K - $771K
|
59.3K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.1K- 23.64% |
$808K - $813K
|
51.9K
$2.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-16.2K- 10.3% |
$815K - $821K
|
141K
$7.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-16.4K- 15.4% |
$823K - $829K
|
90K
$4.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Vista Finance, LLC
|
SELL
|
- |
-17.1K- 10.18% |
$861K - $867K
|
151K
$7.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-17.2K- 62.99% |
$862K - $868K
|
10.1K
$512K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-17.4K- 58.22% |
$876K - $883K
|
12.5K
$636K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-18K- 96.84% |
$903K - $909K
|
587
$29.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-19.4K- 5.73% |
$976K - $984K
|
320K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-20.1K- 23.07% |
$1.01M - $1.02M
|
66.9K
$3.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-20.8K- 46.07% |
$1.05M - $1.06M
|
24.4K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-22K- 24.85% |
$1.1M - $1.11M
|
66.4K
$3.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-22K- 50.28% |
$1.1M - $1.11M
|
21.7K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-22.4K- 13.15% |
$1.13M - $1.13M
|
148K
$7.52M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22.5K- 99.13% |
$1.13M - $1.14M
|
198
$10.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-23K- 30.3% |
$1.15M - $1.16M
|
52.8K
$2.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-25.3K- 72.12% |
$1.27M - $1.28M
|
9.76K
$496K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-25.8K- 17.62% |
$1.3M - $1.3M
|
121K
$6.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.2K- 35.91% |
$1.36M - $1.37M
|
48.5K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28.4K- 29.4% |
$1.43M - $1.44M
|
68.1K
$3.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-29.1K- 54.34% |
$1.46M - $1.47M
|
24.4K
$1.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-29.5K- 36.32% |
$1.48M - $1.49M
|
51.8K
$2.63M
|