Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.6KNew |
$1.49M - $1.51M
|
29.6K
$1.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
28.4K+ 18.38% |
$1.44M - $1.45M
|
183K
$9.27M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
27.6K+ 240.22% |
$1.4M - $1.41M
|
39.1K
$1.98M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
27.4KNew |
$1.39M - $1.4M
|
27.4K
$1.39M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26.9K+ 50.59% |
$1.36M - $1.37M
|
80.1K
$4.06M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.2K+ 7.2% |
$1.32M - $1.34M
|
390K
$19.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24.4KNew |
$1.23M - $1.25M
|
24.4K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
24.3K+ 32.2% |
$1.23M - $1.24M
|
99.7K
$5.05M
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
23.7K+ 68.21% |
$1.2M - $1.21M
|
58.5K
$2.97M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
21.7K+ 14.28% |
$1.1M - $1.11M
|
174K
$8.81M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20K+ 35.7% |
$1.01M - $1.02M
|
76.1K
$3.86M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
19.7KNew |
$997K - $1.01M
|
19.7K
$999K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
19KNew |
$961K - $970K
|
19K
$963K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
18.8K+ 4.12% |
$951K - $960K
|
476K
$24.1M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
18.6K+ 103.78% |
$940K - $950K
|
36.5K
$1.85M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.6K+ 27.53% |
$940K - $949K
|
86.1K
$4.36M
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
17.8K+ 29.98% |
$902K - $911K
|
77.4K
$3.92M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 18.47% |
$775K - $783K
|
98.4K
$4.98M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1K+ 29.36% |
$711K - $718K
|
62K
$3.14M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
13.8KNew |
$697K - $703K
|
13.8K
$698K
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
13.3K+ 28.41% |
$674K - $680K
|
60.2K
$3.05M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12.6K+ 195.01% |
$636K - $642K
|
19K
$964K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 7.68% |
$571K - $576K
|
158K
$8.02M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
10.4KNew |
$526K - $531K
|
10.4K
$527K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.49K+ 14.13% |
$480K - $485K
|
76.7K
$3.88M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
9.44KNew |
$477K - $482K
|
9.44K
$478K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8.96K+ 11.84% |
$453K - $457K
|
84.6K
$4.29M
|
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
8.88K+ 10.1% |
$449K - $453K
|
96.8K
$4.9M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8.82K+ 185.68% |
$446K - $450K
|
13.6K
$688K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.82K+ 124.82% |
$446K - $450K
|
15.9K
$804K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.33K+ 33.1% |
$421K - $425K
|
33.5K
$1.7M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
7.59K+ 6.18% |
$384K - $387K
|
130K
$6.6M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.43K+ 91.41% |
$376K - $379K
|
15.6K
$789K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 36.28% |
$334K - $337K
|
24.8K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.29K+ 6.37% |
$318K - $321K
|
105K
$5.32M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.97K+ 12.13% |
$302K - $305K
|
55.2K
$2.8M
|
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
5.85KNew |
$296K - $299K
|
5.85K
$296K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.47K+ 10.53% |
$277K - $279K
|
57.4K
$2.91M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.4K+ 14.74% |
$273K - $276K
|
42K
$2.13M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.33KNew |
$269K - $272K
|
5.33K
$270K
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
4.96K+ 43.39% |
$251K - $253K
|
16.4K
$831K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.9K+ 92.22% |
$248K - $250K
|
10.2K
$517K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.87KNew |
$246K - $249K
|
4.87K
$247K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.79KNew |
$242K - $245K
|
4.79K
$243K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.46K+ 28.29% |
$226K - $228K
|
20.2K
$1.03M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.32K+ 29.38% |
$219K - $221K
|
19K
$964K
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.24KNew |
$214K - $217K
|
4.24K
$215K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.11K+ 9.96% |
$208K - $210K
|
45.4K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.01K+ 62.39% |
$203K - $205K
|
10.4K
$528K
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
4K+ 11.88% |
$202K - $204K
|
37.7K
$1.91M
|