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 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
4.16K+ 31.56% |
$210K - $211K
|
17.3K
$881K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.04KNew |
$203K - $205K
|
4.04K
$205K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
4.02K+ 3.75% |
$203K - $204K
|
111K
$5.66M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4K+ 66.67% |
$202K - $203K
|
10K
$508K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
$181K - $182K
|
3.58K
$182K
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.52K+ 7.04% |
$177K - $178K
|
53.4K
$2.72M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.36KNew |
$170K - $171K
|
3.36K
$171K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.89K+ 42.61% |
$146K - $146K
|
9.67K
$491K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.8KNew |
$141K - $142K
|
2.8K
$142K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.58K+ 38.36% |
$130K - $131K
|
9.32K
$473K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.45K+ 7.49% |
$123K - $124K
|
35.2K
$1.79M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.4K+ 12.59% |
$121K - $122K
|
21.4K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.23K+ 1.52% |
$112K - $113K
|
148K
$7.54M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.2K+ 7.83% |
$111K - $111K
|
30.3K
$1.54M
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.8K+ 2.66% |
$90.8K - $91.3K
|
69.6K
$3.54M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.75KNew |
$88.2K - $88.8K
|
1.75K
$88.9K
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.72K+ 5.71% |
$86.5K - $87K
|
31.8K
$1.61M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.68KNew |
$84.8K - $85.3K
|
1.68K
$85.4K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.49K+ 7.84% |
$75.2K - $75.7K
|
20.5K
$1.04M
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
1.38K+ 5.99% |
$69.3K - $69.7K
|
24.3K
$1.24M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.12K+ 2.49% |
$56.5K - $56.8K
|
46.1K
$2.34M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.07K+ 6.93% |
$53.8K - $54.1K
|
16.5K
$837K
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.02K+ 10.81% |
$51.4K - $51.7K
|
10.5K
$531K
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 20.41% |
$50.4K - $50.7K
|
5.9K
$300K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
973+ 9.33% |
$49.1K - $49.4K
|
11.4K
$579K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
973+ 9.33% |
$49.1K - $49.4K
|
11.4K
$579K
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
800+ 17.95% |
$40.3K - $40.6K
|
5.26K
$267K
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
722+ 0.94% |
$36.4K - $36.6K
|
77.1K
$3.92M
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
638+ 0.55% |
$32.2K - $32.4K
|
116K
$5.92M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
617+ 1.79% |
$31.1K - $31.3K
|
35.1K
$1.78M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 16.04% |
$25.2K - $25.4K
|
3.62K
$184K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
493New |
$24.9K - $25K
|
493
$25.1K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
476+ 3.37% |
$24K - $24.1K
|
14.6K
$741K
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
442+ 1.3% |
$22.3K - $22.4K
|
34.5K
$1.75M
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
265+ 0.21% |
$13.4K - $13.4K
|
128K
$6.52M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
245+ 25.49% |
$12.4K - $12.4K
|
1.21K
$61.3K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
157+ 1.6% |
$7.92K - $7.96K
|
9.95K
$506K
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
116+ 0.12% |
$5.85K - $5.88K
|
93.6K
$4.76M
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
46New |
$2.32K - $2.33K
|
46
$2.34K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32New |
$1.61K - $1.62K
|
32
$1.63K
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
18+ 0.21% |
$908 - $913
|
8.43K
$429K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7+ 0.03% |
$353 - $355
|
20.8K
$1.06M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.0% |
$50.4 - $50.7
|
31.1K
$1.58M
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$50.4 - $50.7
|
5.45K
$277K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2- 0.04% |
$101 - $101
|
4.9K
$249K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 0.91% |
$504 - $507
|
1.09K
$55.4K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 4.3% |
$2.42K - $2.43K
|
1.07K
$54.3K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-55- 0.84% |
$2.77K - $2.79K
|
6.47K
$329K
|