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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.14KNew |
$463K - $465K
|
9.14K
$465K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
9.13K+ 12.77% |
$463K - $465K
|
80.6K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.13K+ 4.19% |
$462K - $464K
|
227K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.73K+ 5.67% |
$442K - $444K
|
163K
$8.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.66KNew |
$439K - $441K
|
8.66K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8.64KNew |
$438K - $440K
|
8.64K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.59K+ 68.82% |
$435K - $437K
|
21.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.5K+ 85.17% |
$431K - $433K
|
18.5K
$940K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.46KNew |
$429K - $431K
|
8.46K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.39KNew |
$425K - $427K
|
8.39K
$426K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8.33KNew |
$422K - $424K
|
8.33K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.93K+ 0.78% |
$402K - $403K
|
1.03M
$52.3M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.71KNew |
$391K - $392K
|
7.71K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.62KNew |
$386K - $388K
|
7.62K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
7.49K+ 10.18% |
$380K - $381K
|
81.1K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.42K+ 15.99% |
$376K - $378K
|
53.8K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
7.3KNew |
$370K - $372K
|
7.3K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.3KNew |
$370K - $371K
|
7.3K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.22KNew |
$366K - $367K
|
7.22K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.16K+ 28.48% |
$363K - $364K
|
32.3K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.09K+ 224.0% |
$359K - $361K
|
10.2K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
7.08KNew |
$359K - $361K
|
7.08K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
7K+ 4.13% |
$355K - $356K
|
176K
$8.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.91KNew |
$350K - $352K
|
6.91K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.74K+ 8.65% |
$341K - $343K
|
84.6K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.74K+ 1.73% |
$341K - $343K
|
396K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.55K+ 654800.0% |
$332K - $333K
|
6.55K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.53K+ 13.79% |
$331K - $332K
|
53.9K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$322K - $323K
|
6.35K
$323K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
6.25KNew |
$316K - $318K
|
6.25K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
6.19KNew |
$314K - $315K
|
6.19K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.66KNew |
$287K - $288K
|
5.66K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.61K+ 17.25% |
$284K - $286K
|
38.1K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.6K+ 18.26% |
$284K - $285K
|
36.3K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.57K+ 13.55% |
$282K - $284K
|
46.7K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
5.48K+ 110.98% |
$278K - $279K
|
10.4K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.37K+ 37.74% |
$272K - $273K
|
19.6K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.33K+ 60.93% |
$270K - $271K
|
14.1K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.23K+ 14.37% |
$265K - $266K
|
41.6K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.2K+ 24.95% |
$263K - $265K
|
26K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.8KNew |
$243K - $244K
|
4.8K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.76KNew |
$241K - $242K
|
4.76K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.69KNew |
$237K - $238K
|
4.69K
$238K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 23.45% |
$236K - $237K
|
24.5K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.64KNew |
$235K - $236K
|
4.64K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.54KNew |
$230K - $231K
|
4.54K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.53K+ 8.86% |
$230K - $231K
|
55.7K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.39K+ 2.35% |
$223K - $224K
|
191K
$9.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.38K+ 9.64% |
$222K - $223K
|
49.9K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.35KNew |
$220K - $221K
|
4.35K
$221K
|