Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.18KNew |
$212K - $213K
|
4.18K
$212K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.16K+ 15.44% |
$211K - $211K
|
31.1K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.12KNew |
$209K - $209K
|
4.12K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.04K+ 12.73% |
$204K - $205K
|
35.8K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.02KNew |
$203K - $204K
|
4.02K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.83K+ 16.95% |
$194K - $195K
|
26.4K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.78K+ 1.71% |
$191K - $192K
|
224K
$11.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.78K+ 7.06% |
$191K - $192K
|
57.3K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.41K+ 6.96% |
$172K - $173K
|
52.4K
$2.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.19K+ 54.81% |
$162K - $162K
|
9.02K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.19K+ 59.38% |
$162K - $162K
|
8.57K
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.11K+ 12.47% |
$157K - $158K
|
28K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3K+ 8.58% |
$152K - $153K
|
38K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.95K+ 9.69% |
$149K - $150K
|
33.4K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.55K+ 25.45% |
$129K - $129K
|
12.5K
$637K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 26.9% |
$121K - $122K
|
11.3K
$573K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2.28K+ 3.98% |
$115K - $116K
|
59.6K
$3.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.27K+ 17.02% |
$115K - $115K
|
15.6K
$793K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.24K+ 6.49% |
$113K - $114K
|
36.8K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 11.19% |
$110K - $111K
|
21.7K
$1.1M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.04KNew |
$103K - $104K
|
2.04K
$104K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.02K+ 2.7% |
$102K - $103K
|
76.8K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 18.28% |
$99.1K - $99.5K
|
12.7K
$643K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.9K+ 3.32% |
$96K - $96.4K
|
59K
$3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.79K+ 19.3% |
$90.6K - $91K
|
11.1K
$561K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 27.11% |
$90K - $90.4K
|
8.34K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.75K+ 5.85% |
$88.7K - $89.1K
|
31.7K
$1.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 16.19% |
$83.2K - $83.5K
|
11.8K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.6K+ 16.84% |
$81K - $81.3K
|
11.1K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56K+ 7.69% |
$79.1K - $79.5K
|
21.9K
$1.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.5K+ 25.83% |
$76.1K - $76.4K
|
7.32K
$372K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 1.59% |
$72.6K - $73K
|
91.8K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.34KNew |
$67.6K - $67.9K
|
1.34K
$67.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.29K+ 6.9% |
$65K - $65.3K
|
19.9K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.28K+ 1.27% |
$64.6K - $64.9K
|
102K
$5.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
1.23K+ 4.06% |
$62.1K - $62.4K
|
31.4K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.17K+ 4.58% |
$59K - $59.2K
|
26.6K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.1K+ 15.39% |
$55.6K - $55.9K
|
8.24K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.1K+ 27.67% |
$55.5K - $55.8K
|
5.06K
$257K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
986+ 26.14% |
$49.9K - $50.1K
|
4.76K
$242K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
979New |
$49.6K - $49.8K
|
979
$49.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
871+ 1.88% |
$44.1K - $44.3K
|
47.3K
$2.4M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
834+ 6.86% |
$42.2K - $42.4K
|
13K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
824+ 3.75% |
$41.7K - $41.9K
|
22.8K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
822+ 5.04% |
$41.6K - $41.8K
|
17.1K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
730+ 5.88% |
$37K - $37.1K
|
13.1K
$667K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
710+ 1.74% |
$35.9K - $36.1K
|
41.6K
$2.11M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
701+ 24.74% |
$35.5K - $35.6K
|
3.54K
$179K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
682+ 1.89% |
$34.5K - $34.7K
|
36.7K
$1.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
650+ 1.82% |
$32.9K - $33K
|
36.4K
$1.85M
|