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 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
582+ 8.72% |
$29.5K - $29.6K
|
7.26K
$368K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
522+ 8.33% |
$26.4K - $26.5K
|
6.79K
$345K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
500+ 4.42% |
$25.3K - $25.4K
|
11.8K
$600K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
258+ 3.83% |
$13.1K - $13.1K
|
6.99K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
256New |
$13K - $13K
|
256
$13K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
206+ 0.49% |
$10.4K - $10.5K
|
42.2K
$2.14M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
200+ 3.88% |
$10.1K - $10.2K
|
5.35K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
193New |
$9.77K - $9.81K
|
193
$9.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
188+ 1.37% |
$9.52K - $9.56K
|
13.9K
$706K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
180+ 0.21% |
$9.11K - $9.15K
|
87.4K
$4.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
179+ 0.74% |
$9.06K - $9.1K
|
24.5K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
175+ 1.98% |
$8.86K - $8.9K
|
9.03K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
153+ 1.72% |
$7.74K - $7.78K
|
9.05K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
144New |
$7.29K - $7.32K
|
144
$7.31K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
121+ 0.08% |
$6.13K - $6.15K
|
156K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
115+ 1.3% |
$5.82K - $5.85K
|
8.94K
$454K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
114+ 3.33% |
$5.77K - $5.8K
|
3.54K
$179K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
98+ 1.4% |
$4.96K - $4.98K
|
7.08K
$359K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
73New |
$3.7K - $3.71K
|
73
$3.71K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
68+ 0.56% |
$3.44K - $3.46K
|
12.1K
$615K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
66+ 1.09% |
$3.34K - $3.36K
|
6.09K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50+ 0.44% |
$2.53K - $2.54K
|
11.5K
$584K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
41+ 0.61% |
$2.08K - $2.08K
|
6.71K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
36+ 0.84% |
$1.82K - $1.83K
|
4.33K
$220K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
27+ 0.58% |
$1.37K - $1.37K
|
4.65K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
23+ 8.88% |
$1.16K - $1.17K
|
282
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 0.17% |
$1.01K - $1.02K
|
11.9K
$603K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
20+ 0.06% |
$1.01K - $1.02K
|
34.9K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19+ 0.83% |
$962 - $966
|
2.31K
$117K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
15+ 0.12% |
$759 - $763
|
12.1K
$614K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8+ 0.18% |
$405 - $407
|
4.36K
$221K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.07% |
$354 - $356
|
10.7K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.24% |
$202 - $203
|
1.68K
$85.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.01% |
$50.6 - $50.8
|
8.41K
$427K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$50.6 - $50.8
|
1
$50.8
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1Closed |
$50.6 - $50.8
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9- 0.91% |
$456 - $458
|
980
$49.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.04% |
$506 - $508
|
23.2K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-14- 0.18% |
$709 - $712
|
7.67K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 0.54% |
$1.52K - $1.53K
|
5.55K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39- 0.46% |
$1.97K - $1.98K
|
8.38K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-46- 0.95% |
$2.33K - $2.34K
|
4.8K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-69- 0.1% |
$3.49K - $3.51K
|
70.4K
$3.58M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-100- 2.03% |
$5.06K - $5.08K
|
4.83K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-140- 1.41% |
$7.09K - $7.12K
|
9.82K
$499K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-150- 6.67% |
$7.59K - $7.63K
|
2.1K
$107K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-171- 0.79% |
$8.66K - $8.69K
|
21.6K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-196- 2.76% |
$9.92K - $9.96K
|
6.9K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-262- 1.36% |
$13.3K - $13.3K
|
19.1K
$967K
|