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 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 29.91% |
$8.52K - $8.57K
|
396
$20.1K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-200- 3.18% |
$10.1K - $10.1K
|
6.09K
$309K
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-225- 3.69% |
$11.3K - $11.4K
|
5.88K
$298K
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-246- 2.36% |
$12.4K - $12.5K
|
10.2K
$518K
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-276- 2.0% |
$13.9K - $14K
|
13.5K
$685K
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-278- 0.73% |
$14K - $14.1K
|
37.6K
$1.91M
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-296- 2.09% |
$14.9K - $15K
|
13.9K
$705K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-300- 3.92% |
$15.1K - $15.2K
|
7.35K
$373K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-351Closed |
$17.7K - $17.8K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-399Closed |
$20.1K - $20.2K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-441- 0.24% |
$22.2K - $22.4K
|
182K
$9.26M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-442- 9.16% |
$22.3K - $22.4K
|
4.38K
$223K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-497- 2.14% |
$25.1K - $25.2K
|
22.7K
$1.15M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-790- 15.13% |
$39.8K - $40.1K
|
4.43K
$225K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-880Closed |
$44.4K - $44.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-946- 16.17% |
$47.7K - $48K
|
4.91K
$249K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-966- 36.14% |
$48.7K - $49K
|
1.71K
$86.6K
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-983- 7.43% |
$49.6K - $49.9K
|
12.3K
$622K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-984- 9.64% |
$49.6K - $49.9K
|
9.22K
$468K
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1K- 6.31% |
$50.4K - $50.7K
|
14.9K
$754K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1K- 15.38% |
$50.4K - $50.7K
|
5.5K
$279K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.1K- 63.04% |
$55.5K - $55.8K
|
645
$32.7K
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.15K- 5.36% |
$57.7K - $58.1K
|
20.2K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.3K- 11.69% |
$65.5K - $65.9K
|
9.81K
$498K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.3KClosed |
$65.5K - $65.9K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-1.51K- 4.13% |
$76K - $76.5K
|
35K
$1.78M
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.55K- 11.23% |
$77.9K - $78.4K
|
12.2K
$620K
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.8K- 13.26% |
$90.8K - $91.3K
|
11.8K
$597K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.82K- 14.0% |
$91.9K - $92.5K
|
11.2K
$568K
|
|
Jul 12, 2022
Q2 2022
|
Sam Advisors, LLC
|
SELL
|
- |
-2K- 10.68% |
$101K - $102K
|
16.7K
$850K
|
|
Aug 12, 2022
Q2 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-2.06K- 25.7% |
$104K - $104K
|
5.94K
$302K
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.11K- 11.44% |
$107K - $107K
|
16.4K
$830K
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.12K- 2.51% |
$107K - $108K
|
82.5K
$4.19M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.36K- 32.43% |
$119K - $119K
|
4.91K
$249K
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-2.38K- 16.51% |
$120K - $121K
|
12K
$610K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 0.4% |
$123K - $124K
|
610K
$31M
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.55K- 36.62% |
$129K - $129K
|
4.42K
$224K
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.76K- 15.99% |
$139K - $140K
|
14.5K
$735K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.78K- 41.35% |
$140K - $141K
|
3.94K
$200K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.89K- 2.31% |
$146K - $147K
|
122K
$6.21M
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 4.44% |
$156K - $157K
|
66.6K
$3.38M
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-3.17K- 5.43% |
$160K - $161K
|
55.3K
$2.8M
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-3.26K- 29.68% |
$164K - $165K
|
7.72K
$392K
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.34K- 3.07% |
$169K - $170K
|
106K
$5.36M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-3.46K- 18.19% |
$174K - $175K
|
15.5K
$789K
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.5K- 33.03% |
$176K - $178K
|
7.1K
$360K
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.71K- 6.47% |
$187K - $188K
|
53.7K
$2.73M
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.9K- 24.6% |
$197K - $198K
|
12K
$607K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.96K- 5.81% |
$200K - $201K
|
64.3K
$3.26M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.08K- 6.1% |
$205K - $207K
|
62.7K
$3.18M
|