Purchases and Sales Made in Q1 2024 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 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
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
10.6K
+ 34.0%
$536K - $538K
41.7K $2.12M
May 15, 2024 Q1 2024
Bokf, Na

Tulsa, OK
BUY
 -
10.6K
New
$535K - $537K
10.6K $536K
Apr 10, 2024 Q1 2024
Perennial Advisors, LLC

New York, NY
BUY
 -
10.4K
+ 17.67%
$526K - $528K
69.2K $3.51M
May 01, 2024 Q1 2024
Prosperity Consulting Group, LLC

BUY
 -
10.1K
New
$511K - $514K
10.1K $513K
May 15, 2024 Q1 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
10K
New
$507K - $509K
10K $508K
Apr 15, 2024 Q1 2024
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
10K
New
$506K - $508K
10K $508K
May 15, 2024 Q1 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
9.88K
+ 8.5%
$500K - $503K
126K $6.41M
Apr 15, 2024 Q1 2024
Tarbox Family Office, Inc.

BUY
 -
9.81K
New
$496K - $499K
9.81K $498K
Oct 28, 2024 Q1 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
9.59K
+ 12.88%
$486K - $488K
84.1K $4.27M
May 08, 2024 Q1 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
9.54K
+ 3.43%
$483K - $485K
288K $14.6M
Apr 09, 2024 Q1 2024
Bka Wealth Consulting, Inc.

BUY
 -
8.75K
New
$443K - $445K
8.75K $444K
May 10, 2024 Q1 2024
Elmwood Wealth Management, Inc.

BUY
 -
8.34K
+ 7.71%
$422K - $424K
117K $5.92M
Oct 22, 2024 Q1 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
8.18K
+ 11.73%
$414K - $416K
77.9K $3.95M
Apr 15, 2024 Q1 2024
Wealth Alliance Advisory Group, LLC

BUY
 -
7.98K
+ 10.65%
$404K - $406K
82.9K $4.21M
Apr 24, 2024 Q1 2024
Raymond James Trust N.A.

BUY
 -
7.65K
New
$387K - $389K
7.65K $388K
Apr 19, 2024 Q1 2024
Rosenberg Matthew Hamilton

BUY
 -
7.47K
+ 4.38%
$378K - $380K
178K $9.03M
Apr 10, 2024 Q1 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
7.42K
+ 44.92%
$376K - $377K
23.9K $1.22M
May 14, 2024 Q1 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
7.4K
New
$375K - $376K
7.4K $376K
May 08, 2024 Q1 2024
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
7.37K
+ 101.63%
$373K - $375K
14.6K $742K
Apr 24, 2024 Q1 2024
Simplicity Wealth,Llc

BUY
 -
7.08K
New
$358K - $360K
7.08K $359K
May 07, 2024 Q1 2024
Significant Wealth Partners LLC

Cary, IL
BUY
 -
6.89K
New
$349K - $350K
6.89K $350K
Apr 15, 2024 Q1 2024
Lpwm LLC

Minneapolis, MN
BUY
 -
6.73K
+ 16.16%
$341K - $342K
48.4K $2.46M
May 14, 2024 Q1 2024
Strong Box Wealth, LLC

BUY
 -
6.67K
+ 27.42%
$338K - $339K
31K $1.57M
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
6.51K
New
$330K - $331K
6.51K $330K
Apr 17, 2024 Q1 2024
John W. Brooker & Co., Cp As

BUY
 -
6.48K
+ 27.38%
$328K - $329K
30.1K $1.53M
May 08, 2024 Q1 2024
Koshinski Asset Management, Inc.

BUY
 -
6.31K
New
$319K - $321K
6.31K $320K
Apr 15, 2024 Q1 2024
Wealth Care Investment Partners, LLC

BUY
 -
6.27K
+ 115.76%
$317K - $319K
11.7K $593K
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
6.19K
+ 8975.36%
$313K - $315K
6.26K $318K
Apr 15, 2024 Q1 2024
Atlas Private Wealth Management

BUY
 -
6.15K
+ 3.79%
$311K - $313K
168K $8.54M
Apr 29, 2024 Q1 2024
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
6.02K
New
$305K - $306K
6.02K $306K
May 08, 2024 Q1 2024
Bhk Investment Advisors, LLC

BUY
 -
6K
New
$304K - $305K
6K $305K
May 03, 2024 Q1 2024
Savant Capital, LLC

BUY
 -
5.99K
New
$303K - $304K
5.99K $304K
Apr 15, 2024 Q1 2024
E Rn Financial, LLC

BUY
 -
5.85K
+ 24.68%
$296K - $297K
29.5K $1.5M
May 14, 2024 Q1 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
5.72K
New
$290K - $291K
5.72K $290K
May 15, 2024 Q1 2024
Zacks Investment Management

Chicago, IL
BUY
 -
5.68K
New
$287K - $289K
5.68K $288K
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.14K
+ 10.94%
$260K - $261K
52.2K $2.65M
Apr 18, 2024 Q1 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
4.83K
New
$244K - $246K
4.83K $245K
May 02, 2024 Q1 2024
Thompson Davis & Co., Inc.

BUY
 -
4.83K
+ 66.55%
$244K - $245K
12.1K $613K
Jun 28, 2024 Q1 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
4.78K
New
$242K - $243K
4.78K $243K
May 13, 2024 Q1 2024
Personal Cfo Solutions, LLC

BUY
 -
4.78K
New
$242K - $243K
4.78K $242K
May 10, 2024 Q1 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
4.59K
+ 71.34%
$232K - $233K
11K $559K
May 10, 2024 Q1 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
4.53K
+ 8.15%
$229K - $230K
60.1K $3.05M
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
4.34K
New
$220K - $221K
4.34K $220K
Apr 26, 2024 Q1 2024
Sfg Wealth Management, Llc.

BUY
 -
4.32K
New
$219K - $220K
4.32K $219K
Apr 17, 2024 Q1 2024
Helen Stephens Group, LLC

BUY
 -
4.3K
+ 71.16%
$218K - $219K
10.3K $525K
May 14, 2024 Q1 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
4.24K
New
$215K - $215K
4.24K $215K
Apr 25, 2024 Q1 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
4.24K
New
$214K - $215K
4.24K $215K
Apr 22, 2024 Q1 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.23K
+ 2.39%
$214K - $215K
181K $9.19M
May 14, 2024 Q1 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
4.2K
+ 6.19%
$213K - $214K
72.1K $3.66M

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