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 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.9K- 15.64% |
$2.73M - $2.74M
|
291K
$14.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-56.9K- 19.6% |
$2.88M - $2.89M
|
233K
$11.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-57.6K- 38.56% |
$2.91M - $2.92M
|
91.8K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-59.9K- 8.63% |
$3.03M - $3.04M
|
634K
$32.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-63.2K- 89.72% |
$3.2M - $3.21M
|
7.24K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-87.4K- 13.7% |
$4.42M - $4.44M
|
551K
$28M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-104K- 7.81% |
$5.28M - $5.3M
|
1.23M
$62.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-126K- 72.75% |
$6.37M - $6.39M
|
47.2K
$2.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-134K- 30.87% |
$6.79M - $6.81M
|
301K
$15.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-166K- 27.09% |
$8.4M - $8.43M
|
447K
$22.7M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-198K- 68.85% |
$10M - $10.1M
|
89.7K
$4.55M
|