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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-14.6K- 10.42% |
$735K - $743K
|
126K
$6.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.5K- 53.39% |
$781K - $790K
|
13.6K
$689K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16.3K- 8.71% |
$818K - $827K
|
170K
$8.66M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.4K- 5.02% |
$876K - $886K
|
329K
$16.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-17.9K- 29.92% |
$901K - $912K
|
42K
$2.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-18.3K- 76.59% |
$918K - $929K
|
5.58K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.3K- 6.17% |
$921K - $932K
|
278K
$14.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-18.8KClosed |
$946K - $957K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-19.1K- 29.57% |
$963K - $974K
|
45.6K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-19.7K- 7.15% |
$989K - $1M
|
255K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-20.5K- 16.18% |
$1.03M - $1.05M
|
106K
$5.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-21.7K- 71.98% |
$1.09M - $1.1M
|
8.43K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-21.9K- 49.63% |
$1.1M - $1.11M
|
22.2K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-23.6K- 16.39% |
$1.19M - $1.2M
|
120K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-23.9K- 64.72% |
$1.2M - $1.21M
|
13K
$660K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-25.7K- 10.79% |
$1.29M - $1.31M
|
213K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-25.9K- 46.11% |
$1.3M - $1.32M
|
30.2K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27K- 4.12% |
$1.36M - $1.37M
|
628K
$31.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-27.9K- 26.66% |
$1.4M - $1.42M
|
76.7K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.9K- 40.43% |
$1.4M - $1.42M
|
41.2K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-29.4K- 60.53% |
$1.48M - $1.5M
|
19.2K
$975K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-30.2K- 56.09% |
$1.52M - $1.54M
|
23.7K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-31.2K- 22.09% |
$1.57M - $1.59M
|
110K
$5.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40K- 47.88% |
$2.01M - $2.04M
|
43.6K
$2.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41.4K- 31.4% |
$2.08M - $2.11M
|
90.4K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-45.4K- 33.98% |
$2.28M - $2.31M
|
88.2K
$4.48M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.8K- 67.82% |
$2.65M - $2.68M
|
25K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.6K- 12.73% |
$2.7M - $2.73M
|
368K
$18.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-57.2K- 23.05% |
$2.88M - $2.91M
|
191K
$9.7M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-62.5K- 65.12% |
$3.14M - $3.18M
|
33.5K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-66.2K- 49.67% |
$3.33M - $3.37M
|
67.1K
$3.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-66.4K- 21.0% |
$3.34M - $3.38M
|
250K
$12.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-80.8K- 60.24% |
$4.06M - $4.11M
|
53.3K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-83.3K- 60.32% |
$4.19M - $4.24M
|
54.8K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-141K- 68.51% |
$7.1M - $7.18M
|
64.9K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-195K- 29.36% |
$9.81M - $9.92M
|
469K
$23.8M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-237K- 27.45% |
$11.9M - $12.1M
|
628K
$31.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-240K- 37.8% |
$12.1M - $12.2M
|
396K
$20.1M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-287K- 73.75% |
$14.4M - $14.6M
|
102K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-336K- 9.17% |
$16.9M - $17.1M
|
3.33M
$169M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-420K- 74.84% |
$21.1M - $21.4M
|
141K
$7.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-421K- 69.6% |
$21.2M - $21.4M
|
184K
$9.35M
|