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 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
30+ 0.18% |
$1.52K - $1.52K
|
17.1K
$868K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
27+ 0.58% |
$1.37K - $1.37K
|
4.67K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26+ 0.33% |
$1.31K - $1.32K
|
8.02K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 0.87% |
$1.01K - $1.02K
|
2.33K
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.03% |
$910 - $914
|
57.2K
$2.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16+ 0.09% |
$809 - $812
|
17.2K
$877K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9+ 0.21% |
$455 - $457
|
4.37K
$222K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3New |
$152 - $152
|
3
$153
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 12.33% |
$455 - $457
|
64
$3.26K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-10- 0.25% |
$506 - $508
|
4.01K
$204K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-16- 0.3% |
$809 - $812
|
5.33K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-26- 0.07% |
$1.31K - $1.32K
|
34.9K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-100- 1.0% |
$5.06K - $5.08K
|
9.89K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-147- 52.13% |
$7.43K - $7.46K
|
135
$6.87K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-185- 12.65% |
$9.36K - $9.39K
|
1.28K
$65K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 3.5% |
$10.1K - $10.2K
|
5.52K
$281K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-203- 1.38% |
$10.3K - $10.3K
|
14.5K
$740K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-244- 3.45% |
$12.3K - $12.4K
|
6.83K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-244- 3.45% |
$12.3K - $12.4K
|
6.83K
$347K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-246- 2.93% |
$12.4K - $12.5K
|
8.16K
$415K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-254- 2.41% |
$12.8K - $12.9K
|
10.3K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-390- 0.35% |
$19.7K - $19.8K
|
112K
$5.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-429- 5.68% |
$21.7K - $21.8K
|
7.12K
$362K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-470- 2.17% |
$23.8K - $23.9K
|
21.2K
$1.08M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-572- 0.48% |
$28.9K - $29K
|
118K
$6.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-595- 6.42% |
$30.1K - $30.2K
|
8.67K
$441K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-680- 1.41% |
$34.4K - $34.5K
|
47.7K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-701- 19.83% |
$35.4K - $35.6K
|
2.83K
$144K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-708- 4.13% |
$35.8K - $35.9K
|
16.4K
$835K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-725- 1.56% |
$36.7K - $36.8K
|
45.7K
$2.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-753- 0.98% |
$38.1K - $38.2K
|
75.8K
$3.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-797- 5.29% |
$40.3K - $40.4K
|
14.3K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-837- 8.36% |
$42.3K - $42.5K
|
9.18K
$467K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-870- 1.29% |
$44K - $44.2K
|
66.3K
$3.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-872- 16.32% |
$44.1K - $44.3K
|
4.47K
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-875- 41.67% |
$44.2K - $44.4K
|
1.23K
$62.3K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-939- 16.44% |
$47.5K - $47.7K
|
4.77K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-971- 3.39% |
$49.1K - $49.3K
|
27.6K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-985- 28.06% |
$49.8K - $50K
|
2.53K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1K- 3.95% |
$50.6K - $50.8K
|
24.3K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.1K- 21.21% |
$55.8K - $56K
|
4.1K
$208K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.18K- 5.47% |
$59.7K - $59.9K
|
20.4K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 16.95% |
$63.5K - $63.7K
|
6.15K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.29K- 9.49% |
$65K - $65.2K
|
12.3K
$623K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.38K- 15.13% |
$69.7K - $70K
|
7.74K
$394K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.62K- 3.14% |
$81.9K - $82.2K
|
50K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.68KClosed |
$85K - $85.3K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.73K- 4.15% |
$87.3K - $87.6K
|
39.9K
$2.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.73K- 3.16% |
$87.4K - $87.7K
|
53K
$2.69M
|