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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.45KNew |
$225K - $226K
|
4.45K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.44K+ 6.17% |
$225K - $226K
|
76.5K
$3.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.44KNew |
$225K - $226K
|
4.44K
$226K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
4.41KNew |
$223K - $224K
|
4.41K
$224K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.28KNew |
$216K - $217K
|
4.28K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.24KNew |
$214K - $215K
|
4.24K
$215K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
4.23KNew |
$214K - $214K
|
4.23K
$214K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.1K+ 53.07% |
$207K - $208K
|
11.8K
$600K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4K+ 80.89% |
$202K - $203K
|
8.95K
$454K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.81K+ 3.05% |
$193K - $193K
|
129K
$6.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.75K+ 65.37% |
$190K - $190K
|
9.48K
$481K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
3.65K+ 6.11% |
$184K - $185K
|
63.3K
$3.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.65K+ 23.78% |
$184K - $185K
|
19K
$963K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.54K+ 8.48% |
$179K - $179K
|
45.2K
$2.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.49K+ 29.88% |
$176K - $177K
|
15.2K
$770K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.37K+ 5.88% |
$171K - $171K
|
60.7K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.3K+ 10.63% |
$167K - $167K
|
34.3K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.24K+ 14.2% |
$164K - $164K
|
26.1K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
3.2K+ 35.48% |
$162K - $163K
|
12.2K
$621K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.16KNew |
$160K - $161K
|
3.16K
$161K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.98K+ 3.59% |
$151K - $151K
|
85.9K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.97K+ 59.65% |
$150K - $151K
|
7.95K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.93K+ 40.3% |
$148K - $148K
|
10.2K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.84K+ 22.42% |
$144K - $144K
|
15.5K
$787K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.81K+ 3.06% |
$142K - $143K
|
94.6K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.79K+ 58.15% |
$141K - $142K
|
7.59K
$385K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.78K+ 3.37% |
$140K - $141K
|
85.1K
$4.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 47.56% |
$138K - $138K
|
8.44K
$429K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.71K+ 21.14% |
$137K - $137K
|
15.5K
$787K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.65K+ 4.41% |
$134K - $135K
|
62.7K
$3.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.52K+ 1750.69% |
$127K - $128K
|
2.67K
$135K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 0.71% |
$125K - $125K
|
349K
$17.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.32K+ 1.47% |
$117K - $118K
|
160K
$8.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.31K+ 3.33% |
$117K - $117K
|
71.5K
$3.63M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.21KNew |
$112K - $112K
|
2.21K
$112K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.12K+ 1.36% |
$107K - $107K
|
157K
$7.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.12K+ 1.36% |
$107K - $107K
|
157K
$7.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.97K+ 12.11% |
$99.8K - $100K
|
18.3K
$927K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.94K+ 5.27% |
$98.1K - $98.4K
|
38.7K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.92K+ 6.05% |
$97K - $97.3K
|
33.6K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 14.19% |
$94.3K - $94.6K
|
15K
$762K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 15.5% |
$88.4K - $88.8K
|
13K
$661K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.69K+ 18.69% |
$85.5K - $85.8K
|
10.7K
$545K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.62KNew |
$81.7K - $82K
|
1.62K
$82K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.59K+ 18.27% |
$80.6K - $80.8K
|
10.3K
$523K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.44K+ 2.74% |
$72.6K - $72.8K
|
53.8K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.3K+ 1.6% |
$65.7K - $65.9K
|
82.5K
$4.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.21K+ 7.58% |
$61.1K - $61.3K
|
17.2K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.15K+ 9.98% |
$58K - $58.2K
|
12.6K
$642K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.07K+ 12.28% |
$54.1K - $54.3K
|
9.78K
$496K
|