Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
574K+ 373.43% |
$29M - $29.2M
|
728K
$36.9M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
290KNew |
$14.6M - $14.7M
|
290K
$14.7M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
228KNew |
$11.5M - $11.6M
|
228K
$11.6M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
203K+ 474.69% |
$10.2M - $10.3M
|
246K
$12.5M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
180KNew |
$9.09M - $9.15M
|
180K
$9.14M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
161K+ 310.47% |
$8.13M - $8.18M
|
213K
$10.8M
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
140K+ 631.9% |
$7.07M - $7.12M
|
162K
$8.24M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119K+ 17.54% |
$5.98M - $6.02M
|
794K
$40.3M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
105KNew |
$5.3M - $5.34M
|
105K
$5.33M
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
102KNew |
$5.17M - $5.2M
|
102K
$5.2M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
94.9KNew |
$4.79M - $4.82M
|
94.9K
$4.82M
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
87.6KNew |
$4.42M - $4.45M
|
87.6K
$4.45M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
86.3K+ 271.21% |
$4.35M - $4.38M
|
118K
$5.99M
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
80.1KNew |
$4.04M - $4.07M
|
80.1K
$4.07M
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
79.7K+ 13.49% |
$4.02M - $4.05M
|
671K
$34M
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
76.2KNew |
$3.85M - $3.87M
|
76.2K
$3.87M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
74.7K+ 148.73% |
$3.77M - $3.79M
|
125K
$6.34M
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
65.2KNew |
$3.29M - $3.31M
|
65.2K
$3.31M
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
63.9K+ 587.14% |
$3.23M - $3.25M
|
74.8K
$3.8M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
62.8KNew |
$3.17M - $3.19M
|
62.8K
$3.19M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
60.2KNew |
$3.04M - $3.06M
|
60.2K
$3.06M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
56.3K+ 834.16% |
$2.84M - $2.86M
|
63K
$3.2M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
52K+ 19.69% |
$2.62M - $2.64M
|
316K
$16M
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
46K+ 75.38% |
$2.32M - $2.34M
|
107K
$5.43M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.3K+ 3.72% |
$2.24M - $2.25M
|
1.24M
$62.7M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
43.1K+ 37.25% |
$2.18M - $2.19M
|
159K
$8.07M
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
37.6K+ 5.08% |
$1.9M - $1.91M
|
778K
$39.5M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.7K+ 178.74% |
$1.85M - $1.86M
|
57.2K
$2.9M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
36.2KNew |
$1.83M - $1.84M
|
36.2K
$1.84M
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
32.5KNew |
$1.64M - $1.65M
|
32.5K
$1.65M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
31.5K+ 51.58% |
$1.59M - $1.6M
|
92.7K
$4.7M
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
31.5KNew |
$1.59M - $1.6M
|
31.5K
$1.6M
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
31.4K+ 157.23% |
$1.59M - $1.6M
|
51.4K
$2.61M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31.2KNew |
$1.57M - $1.58M
|
31.2K
$1.58M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.4K+ 6.13% |
$1.48M - $1.49M
|
509K
$25.8M
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
28K+ 86.93% |
$1.41M - $1.42M
|
60.1K
$3.05M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.4K+ 115.66% |
$1.38M - $1.39M
|
51.1K
$2.59M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7KNew |
$1.29M - $1.3M
|
25.7K
$1.3M
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
25.5K+ 41.08% |
$1.29M - $1.3M
|
87.6K
$4.45M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.1K+ 15.1% |
$1.27M - $1.28M
|
192K
$9.72M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
24.9KNew |
$1.26M - $1.26M
|
24.9K
$1.26M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
24.3K+ 6.58% |
$1.22M - $1.23M
|
393K
$19.9M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.7KNew |
$1.2M - $1.2M
|
23.7K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.6K+ 5.57% |
$1.19M - $1.2M
|
447K
$22.7M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.7K+ 7.08% |
$1.15M - $1.15M
|
344K
$17.5M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22.6KNew |
$1.14M - $1.15M
|
22.6K
$1.15M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22.3K+ 784.93% |
$1.13M - $1.13M
|
25.1K
$1.28M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
21.9K+ 3.12% |
$1.11M - $1.11M
|
724K
$36.8M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21K+ 307.25% |
$1.06M - $1.07M
|
27.8K
$1.41M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
21K+ 102.98% |
$1.06M - $1.07M
|
41.4K
$2.1M
|