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 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-7.35K- 50.25% |
$371K - $373K
|
7.27K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.39K- 4.98% |
$374K - $375K
|
141K
$7.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.4K- 1.24% |
$374K - $376K
|
589K
$29.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-7.5K- 42.86% |
$379K - $381K
|
10K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-7.53K- 12.75% |
$381K - $382K
|
51.5K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-7.53K- 27.33% |
$381K - $382K
|
20K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.9K- 29.9% |
$400K - $401K
|
18.5K
$941K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8K- 7.89% |
$404K - $406K
|
93.4K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.12K- 7.95% |
$411K - $412K
|
94K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8.18K- 10.5% |
$413K - $415K
|
69.7K
$3.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.26K- 5.73% |
$418K - $419K
|
136K
$6.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-8.53K- 6.07% |
$432K - $433K
|
132K
$6.71M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.71K- 9.58% |
$441K - $442K
|
82.3K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.32K- 2.39% |
$471K - $473K
|
380K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-9.42K- 8.67% |
$476K - $478K
|
99.1K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.89K- 22.2% |
$500K - $502K
|
34.7K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-10.5K- 11.66% |
$530K - $532K
|
79.4K
$4.03M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10.7K- 24.36% |
$541K - $543K
|
33.2K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-11.3K- 7.91% |
$572K - $574K
|
132K
$6.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-11.4K- 22.99% |
$575K - $577K
|
38.1K
$1.93M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.5K- 14.95% |
$580K - $583K
|
65.3K
$3.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-12.5K- 2.21% |
$632K - $634K
|
554K
$28.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-13K- 8.18% |
$655K - $657K
|
145K
$7.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-13.1K- 7.34% |
$661K - $663K
|
165K
$8.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.8K- 10.02% |
$696K - $698K
|
124K
$6.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-17.4K- 15.66% |
$878K - $881K
|
93.6K
$4.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-17.5K- 98.87% |
$885K - $888K
|
200
$10.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18K- 69.63% |
$908K - $911K
|
7.84K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18.1K- 63.95% |
$917K - $920K
|
10.2K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-18.6K- 5.63% |
$938K - $942K
|
311K
$15.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-18.8K- 14.34% |
$951K - $954K
|
112K
$5.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 66.43% |
$989K - $993K
|
9.89K
$502K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-20.2K- 11.09% |
$1.02M - $1.02M
|
162K
$8.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-20.5K- 61.74% |
$1.04M - $1.04M
|
12.7K
$645K
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-21.3K- 41.53% |
$1.07M - $1.08M
|
29.9K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.5K- 9.42% |
$1.29M - $1.29M
|
245K
$12.4M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-26.1K- 23.85% |
$1.32M - $1.32M
|
83.2K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-26.3K- 26.18% |
$1.33M - $1.34M
|
74.3K
$3.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-28.1K- 26.95% |
$1.42M - $1.43M
|
76.2K
$3.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-28.9K- 3.97% |
$1.46M - $1.47M
|
698K
$35.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.9K- 24.06% |
$1.51M - $1.52M
|
94.3K
$4.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-32.2K- 16.67% |
$1.63M - $1.63M
|
161K
$8.16M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-33.5K- 46.4% |
$1.69M - $1.7M
|
38.7K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.8K- 13.84% |
$1.71M - $1.71M
|
210K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-37.6K- 47.31% |
$1.9M - $1.91M
|
41.9K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-37.9K- 32.47% |
$1.91M - $1.92M
|
78.7K
$4M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-42.6K- 48.69% |
$2.15M - $2.16M
|
44.9K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-48.5K- 36.27% |
$2.45M - $2.46M
|
85.2K
$4.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-49.7K- 48.76% |
$2.51M - $2.52M
|
52.2K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-53.6K- 18.14% |
$2.71M - $2.72M
|
242K
$12.3M
|