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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-274- 1.57% |
$13.9K - $13.9K
|
17.2K
$874K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-277- 4.63% |
$14K - $14.1K
|
5.71K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-297- 2.15% |
$15K - $15.1K
|
13.5K
$687K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-350- 6.5% |
$17.7K - $17.8K
|
5.03K
$256K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-355- 0.19% |
$18K - $18K
|
182K
$9.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-393- 4.9% |
$19.9K - $20K
|
7.63K
$388K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-395- 3.37% |
$20K - $20.1K
|
11.3K
$575K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-423- 10.39% |
$21.4K - $21.5K
|
3.65K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-440- 0.49% |
$22.3K - $22.4K
|
89.9K
$4.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-515- 5.02% |
$26.1K - $26.2K
|
9.74K
$494K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-644- 3.98% |
$32.6K - $32.7K
|
15.5K
$789K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-673- 6.64% |
$34.1K - $34.2K
|
9.46K
$480K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-765- 2.46% |
$38.7K - $38.9K
|
30.3K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-768- 8.1% |
$38.9K - $39K
|
8.72K
$442K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-785- 4.87% |
$39.7K - $39.9K
|
15.3K
$778K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-788- 7.52% |
$39.9K - $40.1K
|
9.69K
$492K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-803- 1.95% |
$40.6K - $40.8K
|
40.4K
$2.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-828- 13.42% |
$41.9K - $42.1K
|
5.34K
$271K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-869- 5.26% |
$44K - $44.2K
|
15.6K
$794K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-882- 9.01% |
$44.6K - $44.8K
|
8.91K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-924- 2.39% |
$46.8K - $47K
|
37.7K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-926- 10.7% |
$46.9K - $47.1K
|
7.73K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-953- 4.45% |
$48.2K - $48.5K
|
20.5K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-954- 4.01% |
$48.3K - $48.5K
|
22.8K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-966- 8.4% |
$48.9K - $49.1K
|
10.5K
$535K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1K- 11.49% |
$50.6K - $50.8K
|
7.7K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.02K- 4.35% |
$51.5K - $51.7K
|
22.4K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.03K- 0.82% |
$52K - $52.2K
|
124K
$6.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 17.34% |
$60.7K - $61K
|
5.72K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.24K- 14.38% |
$62.7K - $63K
|
7.38K
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.26K- 3.52% |
$63.7K - $64K
|
34.5K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 17.56% |
$66.8K - $67.1K
|
6.2K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.45K- 3.87% |
$73.3K - $73.6K
|
36K
$1.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.56K- 6.7% |
$78.7K - $79.1K
|
21.7K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.57K- 12.1% |
$79.6K - $80K
|
11.4K
$580K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.66K- 8.57% |
$83.9K - $84.3K
|
17.7K
$898K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.68K- 3.15% |
$85K - $85.4K
|
51.6K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.96K- 0.67% |
$99.1K - $99.5K
|
290K
$14.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.99K- 4.1% |
$100K - $101K
|
46.4K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.99K- 4.76% |
$101K - $101K
|
39.8K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.01K- 1.75% |
$102K - $102K
|
113K
$5.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.07K- 18.5% |
$105K - $105K
|
9.12K
$463K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.12K- 33.35% |
$107K - $108K
|
4.23K
$215K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.12K- 1.35% |
$107K - $108K
|
155K
$7.88M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.13K- 18.65% |
$108K - $108K
|
9.27K
$470K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.18K- 6.16% |
$110K - $111K
|
33.2K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.3K- 3.53% |
$117K - $117K
|
62.9K
$3.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.36K- 15.12% |
$120K - $120K
|
13.3K
$673K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.58K- 8.33% |
$130K - $131K
|
28.4K
$1.44M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.6K- 12.29% |
$132K - $132K
|
18.6K
$942K
|