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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14.1K+ 18.97% |
$715K - $717K
|
88.6K
$4.5M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.3K+ 140.44% |
$672K - $674K
|
22.7K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13K+ 307.43% |
$659K - $661K
|
17.3K
$876K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.8K+ 46.48% |
$645K - $647K
|
40.2K
$2.04M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.5K+ 35.01% |
$633K - $635K
|
48.3K
$2.45M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.9K+ 1215.73% |
$602K - $604K
|
12.9K
$654K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$567K - $569K
|
11.2K
$569K
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.1K+ 107.13% |
$560K - $562K
|
21.4K
$1.09M
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
10.8K+ 123.35% |
$545K - $547K
|
19.5K
$991K
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.8KNew |
$544K - $546K
|
10.8K
$546K
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$538K - $540K
|
10.6K
$540K
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.5KNew |
$531K - $533K
|
10.5K
$533K
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$516K - $518K
|
10.2K
$518K
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10.1K+ 36.02% |
$510K - $512K
|
38.1K
$1.93M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
10K+ 27.61% |
$506K - $508K
|
46.2K
$2.35M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.91KNew |
$501K - $503K
|
9.91K
$503K
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
9.89K+ 66.55% |
$500K - $502K
|
24.8K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.85KNew |
$498K - $500K
|
9.85K
$500K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
9.45K+ 10.6% |
$478K - $479K
|
98.6K
$5M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.27KNew |
$469K - $470K
|
9.27K
$471K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.17K+ 29.73% |
$464K - $465K
|
40K
$2.03M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.98KNew |
$454K - $456K
|
8.98K
$456K
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
8.94K+ 74.05% |
$452K - $454K
|
21K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.62KNew |
$436K - $437K
|
8.62K
$437K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8.08KNew |
$409K - $410K
|
8.08K
$410K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.98KNew |
$403K - $405K
|
7.98K
$405K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.7K+ 20.96% |
$389K - $391K
|
44.4K
$2.26M
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
7.61KNew |
$385K - $386K
|
7.61K
$386K
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.57K+ 89.82% |
$383K - $384K
|
16K
$812K
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.26KNew |
$367K - $368K
|
7.26K
$368K
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
7.1KNew |
$359K - $361K
|
7.1K
$361K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.03K+ 29.36% |
$356K - $357K
|
31K
$1.57M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.97K+ 3.01% |
$352K - $354K
|
238K
$12.1M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.82K+ 49.02% |
$345K - $346K
|
20.7K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.68KNew |
$338K - $339K
|
6.68K
$339K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.44K+ 9.05% |
$326K - $327K
|
77.6K
$3.94M
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.16KNew |
$311K - $312K
|
6.16K
$312K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.07KNew |
$307K - $308K
|
6.07K
$308K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.06K+ 3.34% |
$306K - $307K
|
187K
$9.5M
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.64K+ 13.37% |
$285K - $286K
|
47.8K
$2.43M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.58K+ 3.85% |
$282K - $283K
|
150K
$7.63M
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.51KNew |
$278K - $279K
|
5.51K
$280K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.38K+ 147.42% |
$272K - $273K
|
9.03K
$458K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$263K - $264K
|
5.2K
$264K
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.95K+ 15.08% |
$250K - $251K
|
37.7K
$1.92M
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.93K+ 29.19% |
$249K - $250K
|
21.8K
$1.11M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 41.31% |
$248K - $249K
|
16.8K
$852K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.75K+ 5.45% |
$240K - $241K
|
91.9K
$4.67M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.64K+ 71.31% |
$235K - $236K
|
11.2K
$566K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.58K+ 15.49% |
$231K - $232K
|
34.1K
$1.73M
|