Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.19K- 2.06% |
$464K - $466K
|
438K
$22.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-9.39K- 29.81% |
$474K - $477K
|
22.1K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.3K- 7.36% |
$521K - $524K
|
130K
$6.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.5K- 20.84% |
$528K - $531K
|
39.7K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-10.8K- 29.88% |
$546K - $549K
|
25.4K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.8K- 7.72% |
$547K - $550K
|
130K
$6.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-11.4K- 29.07% |
$578K - $581K
|
27.9K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-12.1K- 4.79% |
$613K - $616K
|
241K
$12.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.2K- 21.35% |
$618K - $621K
|
45.1K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.3K- 8.25% |
$620K - $623K
|
137K
$6.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12.5K- 13.2% |
$631K - $635K
|
82.2K
$4.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-12.9K- 10.81% |
$650K - $653K
|
106K
$5.4M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-13K- 16.86% |
$658K - $661K
|
64.2K
$3.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-13.1K- 23.88% |
$662K - $666K
|
41.8K
$2.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.3K- 14.96% |
$670K - $673K
|
75.4K
$3.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-13.4K- 69.25% |
$676K - $680K
|
5.95K
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-13.4K- 8.6% |
$677K - $681K
|
143K
$7.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.4K- 4.25% |
$678K - $681K
|
303K
$15.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13.5K- 38.08% |
$679K - $683K
|
21.9K
$1.11M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-13.8K- 9.32% |
$697K - $701K
|
134K
$6.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 7.76% |
$706K - $709K
|
166K
$8.45M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-14.2K- 21.71% |
$715K - $718K
|
51K
$2.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.5K- 36.49% |
$782K - $786K
|
27K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-16.1K- 2.73% |
$810K - $815K
|
572K
$29.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-16.4K- 19.15% |
$826K - $830K
|
69.1K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.6K- 13.74% |
$839K - $844K
|
104K
$5.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-17.1K- 9.28% |
$862K - $867K
|
167K
$8.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-18.2K- 23.02% |
$921K - $926K
|
61K
$3.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-19.7K- 44.67% |
$997K - $1M
|
24.4K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.5K- 24.64% |
$1.13M - $1.14M
|
68.7K
$3.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-23.8K- 52.36% |
$1.2M - $1.21M
|
21.6K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-24.1K- 10.59% |
$1.22M - $1.22M
|
204K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-24.1K- 46.76% |
$1.22M - $1.23M
|
27.5K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-25.5K- 29.12% |
$1.29M - $1.29M
|
62.1K
$3.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-28.3K- 99.54% |
$1.43M - $1.44M
|
132
$6.71K
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-28.5K- 4.25% |
$1.44M - $1.45M
|
642K
$32.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-31.6K- 26.8% |
$1.6M - $1.61M
|
86.4K
$4.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-33.8K- 6.43% |
$1.71M - $1.71M
|
492K
$25M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-33.8K- 70.71% |
$1.71M - $1.72M
|
14K
$712K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34.4K- 6.39% |
$1.74M - $1.75M
|
504K
$25.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-35.7K- 62.77% |
$1.8M - $1.81M
|
21.2K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.9K- 11.6% |
$2.01M - $2.03M
|
304K
$15.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-44.1K- 85.77% |
$2.23M - $2.24M
|
7.32K
$372K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-44.8K- 3.55% |
$2.26M - $2.27M
|
1.22M
$61.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-47.2K- 74.5% |
$2.39M - $2.4M
|
16.2K
$822K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-49.3K- 87.79% |
$2.49M - $2.5M
|
6.86K
$349K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-50K- 21.2% |
$2.52M - $2.54M
|
186K
$9.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55.7K- 34.16% |
$2.81M - $2.83M
|
107K
$5.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-57.9K- 36.43% |
$2.92M - $2.94M
|
101K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-74.7K- 46.04% |
$3.77M - $3.79M
|
87.6K
$4.45M
|