Purchases and Sales Made in Q1 2023 in Jp Morgan Ultra Short Mun Inco (JMST)

JMST Quotes by TradingView

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
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
20.7K
New
$1.05M - $1.05M
20.7K $1.05M
Apr 20, 2023 Q1 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
19.8K
+ 5.6%
$1M - $1.01M
374K $19M
Apr 28, 2023 Q1 2023
Elmwood Wealth Management, Inc.

BUY
 -
18.8K
+ 20.33%
$949K - $955K
111K $5.65M
Apr 17, 2023 Q1 2023
Integral Investment Advisors, Inc.

BUY
 -
18.7K
New
$945K - $951K
18.7K $950K
Apr 13, 2023 Q1 2023
Weatherly Asset Management L. P.

BUY
 -
17.9K
+ 3.2%
$901K - $907K
576K $29.2M
Apr 26, 2023 Q1 2023
Sunflower Bank, N.A.

Denver, CO
BUY
 -
17.4K
+ 11.22%
$879K - $884K
173K $8.76M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
17.1K
New
$861K - $867K
17.1K $866K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
16.8K
+ 2866.78%
$849K - $855K
17.4K $884K
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
16.1K
+ 25.44%
$811K - $817K
79.3K $4.02M
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
15.8K
+ 11.99%
$796K - $801K
147K $7.48M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14K
+ 286.34%
$709K - $713K
19K $962K
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

BUY
 -
13K
+ 2.53%
$655K - $659K
526K $26.7M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
11.8K
New
$597K - $601K
11.8K $601K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
11.5K
New
$579K - $583K
11.5K $582K
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
11.3K
+ 31.88%
$570K - $573K
46.7K $2.37M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
11K
+ 13.77%
$557K - $560K
91.1K $4.63M
Apr 17, 2023 Q1 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
10.7K
+ 30.92%
$541K - $545K
45.4K $2.3M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
9.95K
+ 7.63%
$502K - $506K
140K $7.12M
May 12, 2023 Q1 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
9.8K
+ 57.48%
$495K - $498K
26.8K $1.36M
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
9.1K
New
$459K - $462K
9.1K $462K
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
8.99K
+ 62.76%
$454K - $457K
23.3K $1.18M
May 15, 2023 Q1 2023
Goodman Advisory Group, LLC

BUY
 -
8.82K
New
$445K - $448K
8.82K $447K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
8.76K
+ 8.44%
$442K - $445K
113K $5.71M
Apr 28, 2023 Q1 2023
Middleton & CO Inc

BUY
 -
8.7K
New
$439K - $442K
8.7K $442K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.56K
+ 12.17%
$432K - $435K
79K $4.01M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
7.71K
New
$389K - $392K
7.71K $391K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
7.46K
New
$377K - $379K
7.46K $379K
May 09, 2023 Q1 2023
Bhk Investment Advisors, LLC

BUY
 -
7K
New
$353K - $356K
7K $355K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
7K
+ 4.95%
$353K - $355K
148K $7.52M
Apr 07, 2023 Q1 2023
Trust CO

BUY
 -
6.7K
+ 1.45%
$338K - $340K
469K $23.8M
May 03, 2023 Q1 2023
Intergy Private Wealth, LLC

BUY
 -
6.67K
+ 49.27%
$337K - $339K
20.2K $1.03M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.12K
New
$309K - $311K
6.12K $311K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.01K
+ 46.4%
$303K - $305K
19K $962K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.87K
New
$296K - $298K
5.87K $298K
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

BUY
 -
5.52K
New
$279K - $280K
5.52K $280K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
5.5K
+ 17.79%
$278K - $280K
36.5K $1.85M
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
5.5K
New
$278K - $279K
5.5K $279K
May 12, 2023 Q1 2023
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
5.23K
+ 26.04%
$264K - $265K
25.3K $1.28M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
5.2K
+ 59.72%
$262K - $264K
13.9K $706K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
5.13K
New
$259K - $260K
5.13K $260K
May 11, 2023 Q1 2023
Aletheian Wealth Advisors LLC

BUY
 -
5.03K
New
$254K - $256K
5.03K $255K
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
5K
+ 1.52%
$252K - $254K
334K $16.9M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
4.94K
New
$249K - $251K
4.94K $251K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
4.77K
New
$241K - $242K
4.77K $242K
May 10, 2023 Q1 2023
Daniels&Tansey,Llp

BUY
 -
4.69K
+ 17.34%
$236K - $238K
31.7K $1.61M
Apr 11, 2023 Q1 2023
Buckingham Capital Management, Inc.

BUY
 -
4.66K
New
$235K - $236K
4.66K $236K
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
4.56K
+ 10.95%
$230K - $232K
46.2K $2.35M
May 12, 2023 Q1 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
4.55K
+ 13.06%
$230K - $231K
39.4K $2M
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
4.55K
New
$229K - $231K
4.55K $231K

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