Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
396K+ 96.17% |
$19.9M - $20.2M
|
809K
$41.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
355K+ 3612.42% |
$17.8M - $18.1M
|
365K
$18.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
317KNew |
$15.9M - $16.1M
|
317K
$16.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
288K+ 75.66% |
$14.5M - $14.6M
|
668K
$33.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
232K+ 18.91% |
$11.6M - $11.8M
|
1.46M
$74M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
189K+ 39.84% |
$9.52M - $9.63M
|
665K
$33.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186K+ 11.63% |
$9.35M - $9.46M
|
1.78M
$90.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
185KNew |
$9.28M - $9.39M
|
185K
$9.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
183K+ 40.45% |
$9.21M - $9.32M
|
636K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
181K+ 58.03% |
$9.12M - $9.23M
|
494K
$25.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
176K+ 54.21% |
$8.87M - $8.97M
|
502K
$25.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171K+ 21.52% |
$8.58M - $8.68M
|
964K
$48.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
162KNew |
$8.15M - $8.25M
|
162K
$8.23M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
124K+ 101.97% |
$6.23M - $6.31M
|
245K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.8K+ 529.98% |
$5.02M - $5.08M
|
119K
$6.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
95.4K+ 13.95% |
$4.8M - $4.85M
|
779K
$39.6M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
90.4KNew |
$4.55M - $4.6M
|
90.4K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
87.8K+ 153.01% |
$4.42M - $4.47M
|
145K
$7.38M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
87.3KNew |
$4.39M - $4.44M
|
87.3K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.7K+ 34.36% |
$4.21M - $4.26M
|
327K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
80.8KNew |
$4.06M - $4.11M
|
80.8K
$4.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76.2KNew |
$3.83M - $3.88M
|
76.2K
$3.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
64.8KNew |
$3.26M - $3.3M
|
64.8K
$3.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
62K+ 27.0% |
$3.12M - $3.15M
|
292K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
61.8KNew |
$3.11M - $3.15M
|
61.8K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
59.7K+ 101.61% |
$3M - $3.04M
|
118K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
58.9KNew |
$2.96M - $3M
|
58.9K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.1K+ 280.73% |
$2.42M - $2.45M
|
65.2K
$3.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
43.1K+ 41.05% |
$2.17M - $2.19M
|
148K
$7.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.2K+ 58.69% |
$2.07M - $2.1M
|
111K
$5.66M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38.6KNew |
$1.94M - $1.96M
|
38.6K
$1.96M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
37.4KNew |
$1.88M - $1.9M
|
37.4K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
36.7K+ 200.38% |
$1.85M - $1.87M
|
55K
$2.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
36K+ 57.49% |
$1.81M - $1.83M
|
98.6K
$5.01M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
35KNew |
$1.76M - $1.78M
|
35K
$1.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
34.6KNew |
$1.74M - $1.76M
|
34.6K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
34.6KNew |
$1.74M - $1.76M
|
34.6K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
32.4K+ 12.58% |
$1.63M - $1.65M
|
290K
$14.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.9KNew |
$1.56M - $1.57M
|
30.9K
$1.57M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
30.8K+ 7.12% |
$1.55M - $1.57M
|
464K
$23.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26.9KNew |
$1.35M - $1.37M
|
26.9K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
24.3KNew |
$1.22M - $1.24M
|
24.3K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
24.2K+ 119.89% |
$1.22M - $1.23M
|
44.4K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23.9K+ 3.64% |
$1.2M - $1.21M
|
679K
$34.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
23.4K+ 59.48% |
$1.18M - $1.19M
|
62.7K
$3.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
22.1KNew |
$1.11M - $1.12M
|
22.1K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.6K+ 16.43% |
$1.09M - $1.1M
|
153K
$7.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
21.1K+ 56.16% |
$1.06M - $1.08M
|
58.8K
$2.99M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
20.4K+ 21.65% |
$1.03M - $1.04M
|
115K
$5.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
20.2K+ 106.08% |
$1.01M - $1.03M
|
39.2K
$1.99M
|