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 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.48K+ 279.69% |
$226K - $227K
|
6.08K
$308K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.36K+ 91.05% |
$220K - $221K
|
9.14K
$464K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.93K+ 7703.92% |
$198K - $200K
|
3.98K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.92K+ 15.67% |
$198K - $199K
|
28.9K
$1.47M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.68K+ 31.27% |
$186K - $187K
|
15.4K
$784K
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.55K+ 16.79% |
$179K - $180K
|
24.7K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.13K+ 10.85% |
$158K - $159K
|
32K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.84K+ 19.65% |
$143K - $144K
|
17.3K
$878K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.76K+ 1.58% |
$139K - $140K
|
177K
$8.99M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.76K+ 2.15% |
$139K - $140K
|
131K
$6.66M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.73K+ 62.71% |
$138K - $139K
|
7.09K
$360K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.69KNew |
$136K - $136K
|
2.69K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
2.67KNew |
$135K - $135K
|
2.67K
$135K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.36K+ 15.8% |
$119K - $120K
|
17.3K
$877K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.17K+ 13.19% |
$110K - $110K
|
18.6K
$946K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.13K+ 173.41% |
$108K - $108K
|
3.36K
$171K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.11K+ 8.35% |
$106K - $107K
|
27.3K
$1.39M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.07KNew |
$104K - $105K
|
2.07K
$105K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.83K+ 0.64% |
$92.6K - $93.1K
|
289K
$14.7M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.73K+ 12.1% |
$87.2K - $87.8K
|
16K
$812K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.64K+ 6.12% |
$82.7K - $83.2K
|
28.4K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.59K+ 23.34% |
$80.4K - $81K
|
8.42K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.59K+ 26.46% |
$80K - $80.5K
|
7.58K
$385K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.45K+ 3.14% |
$73.4K - $73.8K
|
47.8K
$2.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.28K+ 109.79% |
$64.5K - $64.9K
|
2.44K
$124K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.09K+ 17.22% |
$55.2K - $55.5K
|
7.44K
$378K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05K+ 5.0% |
$53K - $53.4K
|
22.1K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$50.5K - $50.8K
|
1K
$50.8K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 4.2% |
$50.5K - $50.8K
|
24.8K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
985New |
$49.7K - $50K
|
985
$50K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
880+ 1.59% |
$44.4K - $44.7K
|
56.2K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
862+ 6.88% |
$43.5K - $43.8K
|
13.4K
$679K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
847+ 33.31% |
$42.7K - $43K
|
3.39K
$172K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
790+ 10.57% |
$39.9K - $40.1K
|
8.27K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
740New |
$37.3K - $37.6K
|
740
$37.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
675+ 0.27% |
$34.1K - $34.3K
|
254K
$12.9M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
557+ 0.6% |
$28.1K - $28.3K
|
93.3K
$4.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
520+ 2.01% |
$26.2K - $26.4K
|
26.4K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500+ 12.6% |
$25.2K - $25.4K
|
4.47K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
500+ 0.83% |
$25.2K - $25.4K
|
60.7K
$3.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
500+ 4.78% |
$25.2K - $25.4K
|
11K
$556K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
462+ 6.59% |
$23.3K - $23.5K
|
7.48K
$379K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
427+ 1.53% |
$21.6K - $21.7K
|
28.4K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
411+ 10.26% |
$20.7K - $20.9K
|
4.42K
$224K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
311+ 1.42% |
$15.7K - $15.8K
|
22.2K
$1.13M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
250+ 41.39% |
$12.6K - $12.7K
|
854
$43.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
195New |
$9.84K - $9.9K
|
195
$9.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
152+ 2.79% |
$7.67K - $7.72K
|
5.61K
$285K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
147+ 0.21% |
$7.42K - $7.47K
|
70.7K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
122+ 6.08% |
$6.16K - $6.2K
|
2.13K
$108K
|