Purchases and Sales Made in Q3 2021 in Jp Morgan Ultra Short Mun Inco (JMST)

JMST Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Ultra Short Mun Inco (JMST) during Q3 2021. 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
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.1M
+ 2054.02%
$56.2M - $56.3M
1.16M $58.5M
Oct 19, 2021 Q3 2021
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
725K
New
$37M - $37.1M
725K $36.8M
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
361K
+ 7081.57%
$18.4M - $18.4M
366K $18.5M
Nov 15, 2021 Q3 2021
Townsquare Capital LLC

BUY
 -
220K
+ 13.03%
$11.2M - $11.2M
1.91M $96.6M
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

BUY
 -
213K
+ 401.22%
$10.9M - $10.9M
266K $13.5M
Nov 08, 2021 Q3 2021
Ceera Investments, LLC

Bellaire, TX
BUY
 -
200K
New
$10.2M - $10.2M
200K $10.1M
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
156K
New
$7.94M - $7.95M
156K $7.88M
Nov 01, 2021 Q3 2021
Klingman & Associates, LLC

BUY
 -
122K
+ 33.76%
$6.25M - $6.26M
485K $24.6M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
122K
+ 575.57%
$6.2M - $6.21M
143K $7.23M
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
117K
New
$5.98M - $5.99M
117K $5.94M
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
107K
New
$5.47M - $5.48M
107K $5.43M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
107K
+ 23.7%
$5.44M - $5.44M
556K $28.2M
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
102K
+ 651.27%
$5.19M - $5.2M
117K $5.95M
Nov 15, 2021 Q3 2021
Covington Capital Management

BUY
 -
94.7K
+ 23.92%
$4.83M - $4.84M
490K $24.9M
Nov 05, 2021 Q3 2021
Mission Wealth Management, LP

BUY
 -
92.5K
+ 116.6%
$4.72M - $4.73M
172K $8.71M
Oct 21, 2021 Q3 2021
Slow Capital, Inc.

BUY
 -
91.8K
+ 55.33%
$4.68M - $4.69M
258K $13.1M
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
90.1K
New
$4.6M - $4.6M
90.1K $4.57M
Oct 13, 2021 Q3 2021
Corbenic Partners LLC

BUY
 -
74.9K
+ 5.94%
$3.82M - $3.82M
1.34M $67.7M
Oct 07, 2021 Q3 2021
Anderson Hoagland & CO

BUY
 -
72.8K
New
$3.72M - $3.72M
72.8K $3.69M
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
71.8K
+ 138.96%
$3.66M - $3.67M
123K $6.25M
Oct 14, 2021 Q3 2021
Appleton Partners Inc

BUY
 -
71.7K
+ 44.03%
$3.66M - $3.66M
235K $11.9M
Nov 05, 2021 Q3 2021
Weatherly Asset Management L. P.

BUY
 -
69.3K
+ 21.29%
$3.54M - $3.54M
395K $20M
Nov 08, 2021 Q3 2021
Sage Financial Group Inc

BUY
 -
69.1K
+ 90.74%
$3.53M - $3.53M
145K $7.36M
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
BUY
 -
68K
+ 27.56%
$3.47M - $3.48M
315K $16M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
66.6K
+ 32.53%
$3.4M - $3.4M
271K $13.8M
Nov 04, 2021 Q3 2021
Ironwood Investment Counsel, LLC

BUY
 -
64.4K
+ 64.63%
$3.29M - $3.29M
164K $8.32M
Nov 15, 2021 Q3 2021
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
64K
+ 1600.0%
$3.27M - $3.27M
68K $3.45M
Oct 15, 2021 Q3 2021
Callan Capital, LLC

La Jolla, CA
BUY
 -
61.1K
+ 180.97%
$3.12M - $3.12M
94.9K $4.81M
Nov 05, 2021 Q3 2021
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
60.9K
+ 77.18%
$3.11M - $3.11M
140K $7.09M
Nov 04, 2021 Q3 2021
Abbrea Capital, LLC

BUY
 -
58.1K
+ 312.23%
$2.96M - $2.97M
76.7K $3.89M
Nov 04, 2021 Q3 2021
Tortoise Investment Management, LLC

BUY
 -
55.7K
+ 64.37%
$2.84M - $2.85M
142K $7.21M
Nov 15, 2021 Q3 2021
Bailard, Inc.

BUY
 -
55.5K
+ 14.76%
$2.83M - $2.84M
432K $21.9M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
55.4K
+ 328.92%
$2.83M - $2.83M
72.2K $3.66M
Nov 03, 2021 Q3 2021
Auxano Advisors, LLC

BUY
 -
50K
+ 6.26%
$2.55M - $2.56M
849K $43M
Oct 26, 2021 Q3 2021
Levy Wealth Management Group, LLC

BUY
 -
44.8K
+ 92.81%
$2.29M - $2.29M
93.1K $4.72M
Oct 15, 2021 Q3 2021
Transform Wealth, LLC

BUY
 -
43K
+ 13.21%
$2.19M - $2.2M
369K $18.7M
Nov 02, 2021 Q3 2021
Bridgewater Advisors Inc.

BUY
 -
38.6K
+ 38.46%
$1.97M - $1.97M
139K $7.05M
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
38.2K
+ 494.96%
$1.95M - $1.95M
45.9K $2.33M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
38.1K
+ 12.99%
$1.94M - $1.94M
331K $16.8M
Nov 04, 2021 Q3 2021
Compass Financial Group, Inc.

BUY
 -
34.2K
New
$1.75M - $1.75M
34.2K $1.73M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
33.8K
+ 10.31%
$1.72M - $1.73M
362K $18.3M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
33.8K
+ 49.34%
$1.72M - $1.73M
102K $5.18M
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

BUY
 -
32.6K
+ 30.75%
$1.66M - $1.66M
138K $7.01M
Nov 10, 2021 Q3 2021
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
29.2K
+ 97.3%
$1.49M - $1.49M
59.2K $3M
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

BUY
 -
28.3K
+ 10.61%
$1.44M - $1.44M
295K $14.9M
Nov 09, 2021 Q3 2021
Financial Advisory Group

Houston, TX
BUY
 -
27K
+ 21.82%
$1.38M - $1.38M
150K $7.62M
Nov 12, 2021 Q3 2021
One Capital Management, LLC

Westlake Village, CA
BUY
 -
26.4K
+ 6.24%
$1.35M - $1.35M
450K $22.8M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
25K
New
$1.28M - $1.28M
25K $1.27M
Nov 03, 2021 Q3 2021
Spectrum Management Group, LLC

BUY
 -
24.4K
New
$1.24M - $1.25M
24.4K $1.23M

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