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 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.24K- 18.91% |
$63K - $63.3K
|
5.34K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 22.13% |
$63.3K - $63.6K
|
4.4K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 1.63% |
$66.3K - $66.6K
|
79K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.32K- 2.64% |
$66.7K - $67K
|
48.5K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.33K- 22.08% |
$67.1K - $67.4K
|
4.68K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 0.55% |
$69.4K - $69.7K
|
247K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 14.17% |
$70.5K - $70.8K
|
8.42K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.63K- 17.33% |
$82.4K - $82.8K
|
7.76K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.65K- 3.7% |
$83.4K - $83.7K
|
42.8K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.73K- 62.45% |
$87.4K - $87.8K
|
1.04K
$52.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.82K- 13.46% |
$92.3K - $92.7K
|
11.7K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.91K- 1.03% |
$96.5K - $97K
|
182K
$9.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.98K- 18.61% |
$100K - $101K
|
8.64K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2K- 4.01% |
$101K - $102K
|
47.9K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.02K- 5.36% |
$102K - $103K
|
35.7K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 15.65% |
$103K - $103K
|
10.9K
$555K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.08K- 2.06% |
$105K - $106K
|
98.8K
$5.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.13K- 17.45% |
$108K - $108K
|
10.1K
$513K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 5.45% |
$109K - $110K
|
37.5K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.2K- 6.29% |
$111K - $112K
|
32.7K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.24K- 31.24% |
$114K - $114K
|
4.94K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.65K- 17.54% |
$134K - $135K
|
12.5K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.66K- 4.38% |
$135K - $135K
|
58.1K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.75K- 4.95% |
$139K - $140K
|
52.8K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.79K- 38.78% |
$142K - $142K
|
4.41K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.89K- 7.35% |
$146K - $147K
|
36.4K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.97K- 24.65% |
$150K - $151K
|
9.08K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.1K- 37.3% |
$157K - $158K
|
5.22K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.41K- 3.18% |
$173K - $174K
|
104K
$5.29M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3.46K- 20.87% |
$175K - $176K
|
13.1K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.73K- 9.55% |
$189K - $190K
|
35.3K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.73K- 15.06% |
$189K - $190K
|
21K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.85K- 18.76% |
$195K - $196K
|
16.6K
$847K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.9K- 20.76% |
$198K - $199K
|
14.9K
$758K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.17K- 26.93% |
$211K - $212K
|
11.3K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.37K- 41.01% |
$221K - $222K
|
6.28K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.45K- 28.19% |
$226K - $227K
|
11.3K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.45K- 2.7% |
$226K - $227K
|
160K
$8.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-4.53K- 5.73% |
$229K - $231K
|
74.5K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4.76K- 3.64% |
$241K - $242K
|
126K
$6.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-4.79K- 25.87% |
$243K - $244K
|
13.7K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-4.91K- 37.96% |
$249K - $250K
|
8.02K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.92K- 42.53% |
$249K - $251K
|
6.65K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.54K- 3.91% |
$281K - $282K
|
136K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.59K- 30.0% |
$283K - $284K
|
13K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.07K- 17.4% |
$308K - $309K
|
28.8K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-6.2K- 1.05% |
$314K - $316K
|
584K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.28K- 5.47% |
$318K - $320K
|
108K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.34K- 36.45% |
$321K - $323K
|
11.1K
$562K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.45K- 33.05% |
$327K - $328K
|
13.1K
$665K
|