Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
26.9K+ 50.98% |
$1.36M - $1.37M
|
79.8K
$4.06M
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
25.4K+ 633.75% |
$1.28M - $1.29M
|
29.4K
$1.49M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23.7KNew |
$1.19M - $1.2M
|
23.7K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
22.2KNew |
$1.12M - $1.13M
|
22.2K
$1.13M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
20.3K+ 9.25% |
$1.03M - $1.03M
|
240K
$12.2M
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
19.8K+ 105.27% |
$999K - $1.01M
|
38.6K
$1.96M
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
18.8KNew |
$946K - $951K
|
18.8K
$953K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
17.4KNew |
$879K - $884K
|
17.4K
$886K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
15.9K+ 400.28% |
$803K - $808K
|
19.9K
$1.01M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15.9K+ 19.83% |
$801K - $806K
|
96K
$4.88M
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15.8KNew |
$798K - $803K
|
15.8K
$805K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.4K+ 7.86% |
$775K - $780K
|
211K
$10.7M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.2K+ 91.48% |
$718K - $722K
|
29.8K
$1.51M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
13.5K+ 73.21% |
$681K - $685K
|
31.9K
$1.62M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.2K+ 44.54% |
$666K - $670K
|
42.8K
$2.18M
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.5KNew |
$578K - $581K
|
11.5K
$582K
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.4K+ 12.8% |
$574K - $578K
|
100K
$5.1M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.3K+ 55.99% |
$571K - $575K
|
31.6K
$1.6M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10.2K+ 83.16% |
$516K - $519K
|
22.6K
$1.15M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
10KNew |
$504K - $507K
|
10K
$508K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.95K+ 10.03% |
$502K - $505K
|
109K
$5.55M
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
9.58K+ 7.19% |
$483K - $486K
|
143K
$7.25M
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.52K+ 215.55% |
$430K - $432K
|
12.5K
$634K
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.42K+ 25.14% |
$424K - $427K
|
41.9K
$2.13M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8.36K+ 171.65% |
$422K - $424K
|
13.2K
$673K
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.8K+ 81.82% |
$393K - $396K
|
17.3K
$881K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.58K+ 9.75% |
$382K - $385K
|
85.3K
$4.34M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.34K+ 88.33% |
$370K - $372K
|
15.6K
$795K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.05K+ 30.68% |
$356K - $358K
|
30K
$1.53M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.03KNew |
$354K - $356K
|
7.03K
$357K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.66K+ 70.83% |
$336K - $338K
|
16.1K
$817K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
6.63K+ 41.91% |
$334K - $336K
|
22.4K
$1.14M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.04K+ 24.65% |
$304K - $306K
|
30.5K
$1.55M
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.98KNew |
$302K - $303K
|
5.98K
$304K
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5.88KNew |
$296K - $298K
|
5.88K
$299K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.86K+ 23.99% |
$295K - $297K
|
30.3K
$1.54M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.82K+ 86.98% |
$294K - $295K
|
12.5K
$636K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.77K+ 23.26% |
$291K - $293K
|
30.6K
$1.55M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.45K+ 13.93% |
$275K - $276K
|
44.6K
$2.27M
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$254K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.99K+ 8.33% |
$252K - $253K
|
65K
$3.3M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.94KNew |
$249K - $251K
|
4.94K
$251K
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.88KNew |
$246K - $247K
|
4.88K
$248K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.82KNew |
$243K - $244K
|
4.82K
$245K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
4.72KNew |
$238K - $239K
|
4.72K
$240K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.48KNew |
$226K - $227K
|
4.48K
$228K
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
4.23KNew |
$213K - $215K
|
4.23K
$215K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.2K+ 66.67% |
$212K - $213K
|
10.5K
$534K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.19KNew |
$211K - $213K
|
4.19K
$213K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.19KNew |
$211K - $213K
|
4.19K
$213K
|