Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
912K+ 5296.4% |
$46.3M - $46.5M
|
930K
$47.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
532K+ 981.89% |
$27M - $27.1M
|
586K
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
225K+ 102.9% |
$11.4M - $11.5M
|
444K
$22.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
206K+ 108.35% |
$10.4M - $10.5M
|
396K
$20.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
185K+ 60.54% |
$9.36M - $9.4M
|
489K
$24.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
126K+ 160.07% |
$6.42M - $6.44M
|
206K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
121K+ 30.72% |
$6.16M - $6.18M
|
517K
$26.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
108K+ 9.23% |
$5.49M - $5.51M
|
1.28M
$65M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
78.9K+ 47.9% |
$4M - $4.02M
|
244K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
74.2K+ 132.72% |
$3.76M - $3.78M
|
130K
$6.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
59.4K+ 189.78% |
$3.01M - $3.02M
|
90.7K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
57.7K+ 42.3% |
$2.93M - $2.94M
|
194K
$9.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
56.3K+ 567.42% |
$2.86M - $2.87M
|
66.3K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
52.3K+ 47.21% |
$2.66M - $2.67M
|
163K
$8.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
49.2KNew |
$2.5M - $2.51M
|
49.2K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
41.9K+ 9.62% |
$2.13M - $2.14M
|
478K
$24.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
40.3KNew |
$2.04M - $2.05M
|
40.3K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
40K+ 130.06% |
$2.03M - $2.04M
|
70.7K
$3.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
34.7K+ 379.04% |
$1.76M - $1.76M
|
43.8K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
33.1K+ 20.63% |
$1.68M - $1.68M
|
193K
$9.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32.8K+ 141.11% |
$1.66M - $1.67M
|
56K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32.1K+ 18.21% |
$1.63M - $1.63M
|
208K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30KNew |
$1.52M - $1.53M
|
30K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
29.5K+ 7.85% |
$1.5M - $1.5M
|
405K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.2KNew |
$1.48M - $1.49M
|
29.2K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
24.3K+ 75.91% |
$1.23M - $1.24M
|
56.3K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.4K+ 17.22% |
$1.19M - $1.19M
|
160K
$8.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23.4K+ 18.92% |
$1.19M - $1.19M
|
147K
$7.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
22.5K+ 25.87% |
$1.14M - $1.14M
|
109K
$5.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
22.2K+ 52.2% |
$1.12M - $1.13M
|
64.6K
$3.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
21.4K+ 25.25% |
$1.08M - $1.09M
|
106K
$5.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
20.6K+ 40.1% |
$1.04M - $1.05M
|
72K
$3.66M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
19.7KNew |
$999K - $1M
|
19.7K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.5K+ 173.14% |
$987K - $991K
|
30.7K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
19KNew |
$966K - $970K
|
19K
$967K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
18.9K+ 21.88% |
$959K - $963K
|
105K
$5.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.9K+ 212.85% |
$906K - $909K
|
26.2K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.4K+ 19.88% |
$883K - $886K
|
105K
$5.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.2KNew |
$871K - $875K
|
17.2K
$873K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16.5K+ 8.61% |
$835K - $838K
|
208K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.4K+ 126.08% |
$830K - $833K
|
29.3K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6K+ 13.32% |
$791K - $794K
|
133K
$6.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
15.1K+ 14.09% |
$766K - $769K
|
122K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
14.7K+ 44.58% |
$744K - $747K
|
47.6K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
14.1K+ 38.79% |
$713K - $716K
|
50.3K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
13.9K+ 50.1% |
$704K - $707K
|
41.6K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
13.8KNew |
$700K - $703K
|
13.8K
$701K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
13.7K+ 15.86% |
$693K - $696K
|
99.9K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 8.06% |
$656K - $658K
|
173K
$8.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.2KNew |
$569K - $571K
|
11.2K
$569K
|