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 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.76% |
$659 - $662
|
1.72K
$87.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.11% |
$405 - $407
|
7.51K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.72% |
$355 - $356
|
985
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.75% |
$304 - $305
|
804
$40.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6+ 0.11% |
$304 - $305
|
5.69K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.01% |
$50.7 - $50.9
|
12.8K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19- 0.01% |
$963 - $967
|
175K
$8.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-27- 0.61% |
$1.37K - $1.37K
|
4.38K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-37- 0.51% |
$1.87K - $1.88K
|
7.21K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-53- 0.19% |
$2.69K - $2.7K
|
27.7K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-79- 0.49% |
$4K - $4.02K
|
16K
$814K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-94- 2.2% |
$4.76K - $4.78K
|
4.18K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-121- 0.49% |
$6.13K - $6.16K
|
24.5K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-125- 0.27% |
$6.33K - $6.36K
|
45.4K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-136- 0.8% |
$6.89K - $6.92K
|
16.9K
$861K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-148- 1.84% |
$7.5K - $7.53K
|
7.89K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-155- 3.28% |
$7.85K - $7.89K
|
4.56K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-161- 1.15% |
$8.16K - $8.19K
|
13.8K
$701K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-162- 1.48% |
$8.21K - $8.25K
|
10.8K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-178- 15.05% |
$9.02K - $9.06K
|
1.01K
$51.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-178- 15.05% |
$9.02K - $9.06K
|
1.01K
$51.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-191- 90.09% |
$9.68K - $9.72K
|
21
$1.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-194- 2.92% |
$9.83K - $9.87K
|
6.45K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-208- 1.77% |
$10.5K - $10.6K
|
11.5K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-225- 4.47% |
$11.4K - $11.5K
|
4.81K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-291- 3.28% |
$14.7K - $14.8K
|
8.59K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-326- 5.37% |
$16.5K - $16.6K
|
5.74K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-331- 1.02% |
$16.8K - $16.8K
|
32K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-384- 2.02% |
$19.5K - $19.5K
|
18.6K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-402- 0.75% |
$20.4K - $20.5K
|
53.1K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-404- 1.27% |
$20.5K - $20.6K
|
31.3K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-465- 0.99% |
$23.6K - $23.7K
|
46.3K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-466- 1.2% |
$23.6K - $23.7K
|
38.5K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-467- 4.87% |
$23.7K - $23.8K
|
9.13K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-469- 1.99% |
$23.8K - $23.9K
|
23.1K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-495- 10.73% |
$25.1K - $25.2K
|
4.12K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-496- 0.71% |
$25.1K - $25.2K
|
69.7K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-496- 0.4% |
$25.1K - $25.2K
|
124K
$6.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-602- 12.82% |
$30.5K - $30.6K
|
4.1K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-745- 6.22% |
$37.7K - $37.9K
|
11.2K
$572K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-827- 13.01% |
$41.9K - $42.1K
|
5.53K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-929- 7.58% |
$47.1K - $47.3K
|
11.3K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-941- 2.43% |
$47.7K - $47.9K
|
37.8K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-960- 2.91% |
$48.6K - $48.9K
|
32K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.04K- 6.78% |
$52.9K - $53.1K
|
14.4K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.08K- 2.57% |
$54.9K - $55.2K
|
41K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.11K- 7.87% |
$56.2K - $56.4K
|
13K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.14K- 4.86% |
$57.7K - $57.9K
|
22.3K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$61K - $61.3K
|
35.8K
$1.82M
|