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 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-14.9K- 12.04% |
$752K - $755K
|
109K
$5.51M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.1K- 24.21% |
$762K - $765K
|
47.1K
$2.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-15.4K- 16.25% |
$781K - $785K
|
79.6K
$4.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-15.5K- 15.18% |
$785K - $788K
|
86.6K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-15.7K- 19.59% |
$796K - $799K
|
64.5K
$3.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-16.1K- 49.44% |
$814K - $817K
|
16.4K
$834K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.1K- 13.36% |
$815K - $819K
|
104K
$5.3M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-16.8K- 37.93% |
$853K - $857K
|
27.6K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.1K- 15.85% |
$867K - $871K
|
91K
$4.62M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-17.8K- 15.04% |
$902K - $905K
|
101K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-19.1K- 18.8% |
$965K - $969K
|
82.3K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20.9K- 13.77% |
$1.06M - $1.06M
|
131K
$6.65M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-22.2K- 40.38% |
$1.12M - $1.13M
|
32.8K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.6K- 6.15% |
$1.14M - $1.15M
|
345K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-22.8K- 3.59% |
$1.16M - $1.16M
|
613K
$31.1M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-23.2K- 34.55% |
$1.17M - $1.18M
|
43.9K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-26.2K- 85.22% |
$1.33M - $1.33M
|
4.55K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.5K- 3.98% |
$1.34M - $1.35M
|
638K
$32.4M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-27.2K- 35.47% |
$1.38M - $1.38M
|
49.5K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.7K- 25.73% |
$1.4M - $1.41M
|
79.8K
$4.05M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-28.9K- 6.23% |
$1.46M - $1.47M
|
435K
$22.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30.2K- 84.06% |
$1.53M - $1.54M
|
5.74K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.1K- 11.2% |
$1.72M - $1.73M
|
270K
$13.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-35.1K- 9.63% |
$1.78M - $1.78M
|
330K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-39.9K- 21.66% |
$2.02M - $2.03M
|
144K
$7.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-41.6K- 21.78% |
$2.11M - $2.12M
|
149K
$7.58M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-42.1K- 47.68% |
$2.13M - $2.14M
|
46.2K
$2.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-43.9K- 44.51% |
$2.22M - $2.23M
|
54.7K
$2.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54K- 47.37% |
$2.73M - $2.75M
|
60K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-54.2K- 25.51% |
$2.75M - $2.76M
|
158K
$8.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-55.8K- 43.63% |
$2.83M - $2.84M
|
72.1K
$3.66M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59K- 75.83% |
$2.99M - $3M
|
18.8K
$954K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-59.9K- 43.49% |
$3.03M - $3.05M
|
77.9K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-64K- 44.07% |
$3.24M - $3.25M
|
81.2K
$4.12M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-83.3K- 25.46% |
$4.22M - $4.24M
|
244K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-85.3K- 10.95% |
$4.32M - $4.34M
|
694K
$35.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-108K- 6.06% |
$5.48M - $5.5M
|
1.68M
$85.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110K- 38.09% |
$5.55M - $5.57M
|
178K
$9.05M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-120K- 8.26% |
$6.09M - $6.12M
|
1.34M
$67.8M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-136K- 55.51% |
$6.9M - $6.93M
|
109K
$5.54M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-155K- 30.82% |
$7.82M - $7.86M
|
347K
$17.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-212K- 26.23% |
$10.7M - $10.8M
|
597K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-391K- 11.76% |
$19.8M - $19.9M
|
2.94M
$149M
|