Purchases and Sales Made in Q4 2024 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 2024. 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 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
24.5K+ 38.86% |
$1.24M - $1.25M
|
87.5K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
23.7KNew |
$1.2M - $1.2M
|
23.7K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
23.5KNew |
$1.19M - $1.19M
|
23.5K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.2K+ 6.2% |
$1.17M - $1.18M
|
397K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
22.7KNew |
$1.15M - $1.16M
|
22.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
22.6K+ 53.15% |
$1.14M - $1.15M
|
65.1K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
21.5KNew |
$1.09M - $1.1M
|
21.5K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
21.4K+ 1.86% |
$1.08M - $1.09M
|
1.17M
$59.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
20.8K+ 8.69% |
$1.05M - $1.06M
|
260K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.7K+ 6.05% |
$1.05M - $1.05M
|
363K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20.4K+ 13.11% |
$1.03M - $1.04M
|
176K
$8.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
19.9K+ 153.41% |
$1.01M - $1.01M
|
32.9K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.3K+ 109.41% |
$976K - $980K
|
36.9K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 24.07% |
$957K - $961K
|
97.4K
$4.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.2KNew |
$921K - $925K
|
18.2K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
17.9K+ 7.98% |
$907K - $911K
|
242K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
17.8KNew |
$903K - $907K
|
17.8K
$906K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
17.8K+ 13.83% |
$900K - $904K
|
146K
$7.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
17.1K+ 35.23% |
$868K - $872K
|
65.7K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
17.1KNew |
$868K - $872K
|
17.1K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
17.1KNew |
$865K - $869K
|
17.1K
$868K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
16.8KNew |
$852K - $856K
|
16.8K
$855K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
16.6K+ 16.77% |
$840K - $843K
|
115K
$5.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
16.4K+ 110.07% |
$831K - $835K
|
31.3K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.8K+ 310.48% |
$799K - $802K
|
20.8K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
14.7K+ 25.24% |
$743K - $746K
|
72.7K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
14.5K+ 26.72% |
$736K - $739K
|
68.9K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
14.2K+ 10.88% |
$722K - $725K
|
145K
$7.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
12.7KNew |
$644K - $647K
|
12.7K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
12.3KNew |
$623K - $625K
|
12.3K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 23.76% |
$621K - $624K
|
63.8K
$3.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12.2K+ 66.13% |
$620K - $623K
|
30.7K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.7K+ 7.85% |
$591K - $594K
|
160K
$8.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11.6KNew |
$588K - $590K
|
11.6K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
11.4K+ 54.8% |
$578K - $581K
|
32.2K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.1K+ 16.45% |
$565K - $567K
|
78.9K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.1K+ 135.26% |
$561K - $563K
|
19.2K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8KNew |
$545K - $547K
|
10.8K
$547K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
10.6K+ 52.13% |
$539K - $541K
|
31K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5K+ 24.2% |
$534K - $537K
|
54.1K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
10.5KNew |
$534K - $536K
|
10.5K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.5K+ 66.46% |
$532K - $534K
|
26.3K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 10.82% |
$530K - $533K
|
107K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
10.4K+ 5.75% |
$525K - $527K
|
190K
$9.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10K+ 163.5% |
$507K - $510K
|
16.1K
$821K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9.93KNew |
$503K - $505K
|
9.93K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.74K+ 8.41% |
$493K - $496K
|
126K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.73KNew |
$493K - $495K
|
9.73K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.58K+ 97.13% |
$485K - $488K
|
19.4K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
9.32KNew |
$472K - $474K
|
9.32K
$474K
|