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 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.38K- 3.27% |
$120K - $121K
|
70.5K
$3.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.51K- 6.62% |
$126K - $128K
|
35.4K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.65K- 2.39% |
$133K - $135K
|
108K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.68K- 35.34% |
$135K - $136K
|
4.9K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.74K- 36.08% |
$138K - $140K
|
4.86K
$247K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.98K- 39.27% |
$150K - $152K
|
4.61K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.11K- 3.94% |
$157K - $158K
|
76K
$3.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.13K- 4.53% |
$157K - $159K
|
65.9K
$3.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.3K- 2.07% |
$166K - $168K
|
156K
$7.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.5K- 7.75% |
$176K - $178K
|
41.7K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.69K- 14.15% |
$185K - $188K
|
22.4K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.95K- 17.48% |
$198K - $201K
|
18.6K
$946K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.05K- 35.4% |
$203K - $206K
|
7.38K
$375K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.07K- 14.91% |
$204K - $207K
|
23.2K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.42K- 18.6% |
$222K - $225K
|
19.4K
$983K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.45K- 4.48% |
$224K - $227K
|
95K
$4.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.59K- 35.31% |
$231K - $234K
|
8.41K
$427K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.78K- 9.23% |
$240K - $243K
|
47K
$2.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 23.5% |
$241K - $244K
|
15.6K
$793K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-4.87K- 13.02% |
$245K - $248K
|
32.5K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-4.89K- 7.42% |
$246K - $249K
|
61K
$3.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.93K- 13.66% |
$248K - $251K
|
31.1K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-5.46K- 15.42% |
$275K - $278K
|
30K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.47K- 2.89% |
$275K - $278K
|
184K
$9.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-5.5K- 43.14% |
$277K - $280K
|
7.25K
$368K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-5.82K- 21.04% |
$293K - $296K
|
21.8K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-6.25K- 26.32% |
$314K - $318K
|
17.5K
$889K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.34K- 23.78% |
$319K - $322K
|
20.3K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-6.82K- 26.31% |
$343K - $347K
|
19.1K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.38K- 10.61% |
$371K - $376K
|
62.2K
$3.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-7.75K- 4.23% |
$390K - $394K
|
175K
$8.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.83K- 47.66% |
$394K - $398K
|
8.6K
$437K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-7.89K- 5.31% |
$397K - $401K
|
141K
$7.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7.91K- 26.99% |
$398K - $403K
|
21.4K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.99K- 6.27% |
$402K - $407K
|
120K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.33K- 6.24% |
$419K - $424K
|
125K
$6.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-8.39K- 6.15% |
$422K - $427K
|
128K
$6.5M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.8K- 46.49% |
$443K - $448K
|
10.1K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-8.81K- 35.23% |
$443K - $448K
|
16.2K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.25K- 32.19% |
$465K - $470K
|
19.5K
$989K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.5K- 4.13% |
$478K - $484K
|
221K
$11.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.5K- 8.08% |
$478K - $484K
|
108K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.97K- 32.54% |
$502K - $507K
|
20.7K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-9.98K- 48.79% |
$502K - $508K
|
10.5K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 27.99% |
$537K - $543K
|
27.4K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-11.5K- 66.3% |
$576K - $583K
|
5.83K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.1K- 72.54% |
$609K - $617K
|
4.59K
$233K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13K- 7.86% |
$652K - $660K
|
152K
$7.72M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-13.6K- 6.95% |
$684K - $692K
|
182K
$9.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-14K- 2.39% |
$705K - $713K
|
572K
$29M
|