Purchases and Sales Made in Q2 2024 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 2024. 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 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
302K+ 325.31% |
$15.3M - $15.4M
|
395K
$20M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 10.87% |
$8.72M - $8.75M
|
1.76M
$89.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
164K+ 22.45% |
$8.28M - $8.31M
|
893K
$45.2M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162K+ 400.51% |
$8.17M - $8.2M
|
202K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
158K+ 72.87% |
$8M - $8.03M
|
375K
$19M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
155KNew |
$7.84M - $7.87M
|
155K
$7.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141K+ 21.56% |
$7.12M - $7.15M
|
794K
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
123K+ 61.91% |
$6.2M - $6.23M
|
321K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 61.52% |
$5.55M - $5.56M
|
288K
$14.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
98K+ 1096.67% |
$4.96M - $4.97M
|
107K
$5.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.3K+ 9.41% |
$4.57M - $4.58M
|
1.05M
$53.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
89.5KNew |
$4.52M - $4.54M
|
89.5K
$4.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.3K+ 95.16% |
$3.91M - $3.92M
|
158K
$8.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
75.9KNew |
$3.84M - $3.85M
|
75.9K
$3.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
75.1K+ 45.75% |
$3.8M - $3.81M
|
239K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.6K+ 2.51% |
$3.72M - $3.73M
|
3.01M
$152M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.9K+ 4.05% |
$3.43M - $3.44M
|
1.74M
$88.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66.6K+ 1535.11% |
$3.37M - $3.38M
|
70.9K
$3.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
63.6KNew |
$3.22M - $3.23M
|
63.6K
$3.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
63KNew |
$3.18M - $3.19M
|
63K
$3.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
62.2K+ 171.21% |
$3.15M - $3.16M
|
98.6K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59K+ 313.77% |
$2.98M - $2.99M
|
77.8K
$3.94M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
59K+ 313.77% |
$2.98M - $2.99M
|
77.8K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55K+ 28.33% |
$2.78M - $2.79M
|
249K
$12.6M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
50K+ 1035.35% |
$2.53M - $2.54M
|
54.9K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.1KNew |
$2.48M - $2.49M
|
49.1K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
48.5K+ 15.38% |
$2.45M - $2.46M
|
364K
$18.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
46.2K+ 14.65% |
$2.34M - $2.34M
|
361K
$18.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
45.7K+ 432.82% |
$2.31M - $2.32M
|
56.3K
$2.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
44.7K+ 30.9% |
$2.26M - $2.27M
|
189K
$9.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42KNew |
$2.12M - $2.13M
|
42K
$2.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.3K+ 62.2% |
$1.89M - $1.89M
|
97.3K
$4.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
33.7K+ 15.03% |
$1.71M - $1.71M
|
258K
$13.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
31.2KNew |
$1.58M - $1.58M
|
31.2K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.6KNew |
$1.5M - $1.5M
|
29.6K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
28.5K+ 71.55% |
$1.44M - $1.45M
|
68.3K
$3.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.6K+ 331.01% |
$1.4M - $1.4M
|
35.9K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
25.2KNew |
$1.27M - $1.28M
|
25.2K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.1K+ 9.05% |
$1.22M - $1.23M
|
291K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23.2KNew |
$1.18M - $1.18M
|
23.2K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
20.5KNew |
$1.04M - $1.04M
|
20.5K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.3K+ 25.39% |
$1.03M - $1.03M
|
100K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.1KNew |
$1.02M - $1.02M
|
20.1K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
20K+ 55.68% |
$1.01M - $1.02M
|
56K
$2.84M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
17.6KNew |
$892K - $895K
|
17.6K
$894K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.6K+ 25.29% |
$841K - $844K
|
82.4K
$4.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.6KNew |
$790K - $793K
|
15.6K
$792K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
15.5K+ 17.9% |
$784K - $787K
|
102K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.3K+ 1147.9% |
$776K - $778K
|
16.7K
$845K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14.4K+ 72.5% |
$730K - $733K
|
34.3K
$1.74M
|