Purchases and Sales Made in Q2 2022 in Jp Morgan Ultra Short Mun Inco (JMST)

JMST Quotes by TradingView

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 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

SELL
 -
-14.3K
- 49.46%
$719K - $723K
14.6K $739K
Jul 11, 2022 Q2 2022
Roberts Wealth Advisors, LLC

SELL
 -
-15.5K
- 16.01%
$782K - $787K
81.4K $4.13M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-16.6K
- 16.88%
$837K - $842K
81.8K $4.15M
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-18.5K
- 17.58%
$931K - $937K
86.6K $4.39M
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-18.6K
Closed
$936K - $942K
0 $0
Aug 05, 2022 Q2 2022
Buckingham Capital Management, Inc.

SELL
 -
-19.4K
- 70.69%
$977K - $983K
8.04K $408K
Aug 15, 2022 Q2 2022
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-19.6K
- 71.53%
$988K - $994K
7.8K $396K
Jul 12, 2022 Q2 2022
John W. Brooker & Co., Cp As

SELL
 -
-20.8K
- 14.47%
$1.05M - $1.06M
123K $6.25M
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-23.7K
Closed
$1.19M - $1.2M
0 $0
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-23.9K
Closed
$1.21M - $1.21M
0 $0
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

SELL
 -
-24.9K
- 79.64%
$1.26M - $1.26M
6.37K $323K
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-25.3K
- 12.21%
$1.27M - $1.28M
182K $9.22M
Oct 12, 2023 Q2 2022
Narus Financial Partners, LLC

Salt Lake City, UT
SELL
 -
-26.5K
- 51.83%
$1.33M - $1.34M
24.6K $1.25M
Aug 04, 2022 Q2 2022
Ironwood Investment Counsel, LLC

SELL
 -
-27.7K
- 50.79%
$1.4M - $1.4M
26.8K $1.36M
Jul 19, 2022 Q2 2022
Sawtooth Solutions, LLC

SELL
 -
-28.6K
Closed
$1.44M - $1.45M
0 $0
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-29.5K
- 99.73%
$1.49M - $1.49M
79 $4.01K
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-29.6K
Closed
$1.49M - $1.5M
0 $0
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-31.1K
Closed
$1.57M - $1.58M
0 $0
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-31.9K
- 77.74%
$1.61M - $1.62M
9.13K $463K
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-32.1K
- 9.09%
$1.62M - $1.63M
321K $16.3M
Jul 15, 2022 Q2 2022
Pennsylvania Capital Management Inc

SELL
 -
-34.8K
- 32.24%
$1.76M - $1.77M
73.2K $3.71M
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-35.6K
- 79.03%
$1.79M - $1.81M
9.45K $479K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

SELL
 -
-35.8K
- 64.81%
$1.8M - $1.81M
19.4K $985K
Jul 11, 2022 Q2 2022
Mjp Associates Inc

SELL
 -
-37.5K
- 21.58%
$1.89M - $1.9M
136K $6.92M
Jul 18, 2022 Q2 2022
Weatherly Asset Management L. P.

SELL
 -
-37.6K
- 7.18%
$1.89M - $1.9M
486K $24.6M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-37.9K
- 23.96%
$1.91M - $1.92M
120K $6.11M
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

SELL
 -
-38.3K
Closed
$1.93M - $1.94M
0 $0
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

SELL
 -
-38.9K
- 62.4%
$1.96M - $1.97M
23.5K $1.19M
Aug 05, 2022 Q2 2022
Auxano Advisors, LLC

SELL
 -
-39.4K
- 10.3%
$1.99M - $2M
343K $17.4M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

SELL
 -
-42.1K
- 49.58%
$2.12M - $2.14M
42.8K $2.17M
Jul 27, 2022 Q2 2022
Klingman & Associates, LLC

SELL
 -
-43K
- 8.08%
$2.17M - $2.18M
490K $24.9M
Jul 26, 2022 Q2 2022
Sky Oak Wealth, LLC

SELL
 -
-43.5K
- 51.02%
$2.2M - $2.21M
41.8K $2.12M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

SELL
 -
-43.8K
- 48.57%
$2.21M - $2.22M
46.4K $2.35M
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

SELL
 -
-45.2K
- 48.53%
$2.28M - $2.29M
48K $2.43M
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-53.6K
- 40.49%
$2.7M - $2.72M
78.8K $4M
Aug 02, 2022 Q2 2022
Cx Institutional

SELL
 -
-53.8K
- 40.72%
$2.71M - $2.73M
78.3K $3.97M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-54.8K
- 18.87%
$2.76M - $2.78M
235K $11.9M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
SELL
 -
-60.1K
- 62.14%
$3.03M - $3.05M
36.6K $1.86M
Sep 02, 2022 Q2 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
SELL
 -
-60.2K
- 50.47%
$3.03M - $3.05M
59K $3M
Jul 27, 2022 Q2 2022
Bailard, Inc.

SELL
 -
-60.6K
- 39.15%
$3.06M - $3.07M
94.2K $4.78M
Aug 11, 2022 Q2 2022
Td Capital Management LLC

Memphis, TN
SELL
 -
-60.9K
- 26.5%
$3.07M - $3.09M
169K $8.57M
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

SELL
 -
-65.8K
- 14.09%
$3.32M - $3.34M
401K $20.4M
Jul 13, 2022 Q2 2022
Johnson Bixby & Associates, LLC

SELL
 -
-66.4K
- 73.74%
$3.35M - $3.37M
23.7K $1.2M
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-70.9K
- 14.9%
$3.57M - $3.6M
405K $20.5M
Jul 25, 2022 Q2 2022
Capital Management Corp

SELL
 -
-74.3K
- 40.36%
$3.74M - $3.77M
110K $5.57M
Jul 28, 2022 Q2 2022
Slow Capital, Inc.

SELL
 -
-78.2K
- 19.07%
$3.95M - $3.97M
332K $16.9M
Aug 09, 2022 Q2 2022
Wakefield Asset Management Lllp

Englewood, CO
SELL
 -
-80.1K
Closed
$4.04M - $4.06M
0 $0
Aug 09, 2022 Q2 2022
Ceera Investments, LLC

Bellaire, TX
SELL
 -
-88K
- 35.66%
$4.44M - $4.46M
159K $8.06M
Aug 12, 2022 Q2 2022
Pfs Investments Inc.

Duluth, GA
SELL
 -
-99.7K
Closed
$5.03M - $5.06M
0 $0

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