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 12, 2021 Q3 2021
Gries Financial LLC

Cleveland, OH
BUY
 -
5.64K
New
$288K - $288K
5.64K $286K
Oct 15, 2021 Q3 2021
Baker Ellis Asset Management LLC

BUY
 -
5.52K
+ 6.32%
$282K - $282K
92.8K $4.72M
Nov 12, 2021 Q3 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
5.4K
New
$276K - $276K
5.4K $274K
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
5.39K
New
$275K - $275K
5.39K $274K
Oct 13, 2021 Q3 2021
Alpha Omega Wealth Management LLC

BUY
 -
5.22K
+ 33.43%
$266K - $267K
20.8K $1.06M
Nov 16, 2021 Q3 2021
Fin Trust Capital Advisors, LLC

BUY
 -
5.14K
+ 10.93%
$262K - $263K
52.1K $2.65M
Oct 25, 2021 Q3 2021
Gill Capital Partners, LLC

Denver, CO
BUY
 -
5.11K
New
$261K - $261K
5.11K $259K
Nov 10, 2021 Q3 2021
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
5.03K
New
$256K - $257K
5.03K $255K
Oct 06, 2021 Q3 2021
Cooper Financial Group

BUY
 -
4.92K
+ 11.87%
$251K - $252K
46.4K $2.36M
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
4.89K
New
$250K - $250K
4.89K $249K
Nov 12, 2021 Q3 2021
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
4.72K
+ 79.59%
$241K - $241K
10.6K $541K
Nov 02, 2021 Q3 2021
Bay Colony Advisory Group, Inc D

BUY
 -
4.62K
New
$236K - $236K
4.62K $235K
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
4.57K
New
$233K - $233K
4.57K $232K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.52K
+ 29.55%
$231K - $231K
19.8K $1.01M
Nov 15, 2021 Q3 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
4.46K
New
$227K - $228K
4.46K $226K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
4.43K
+ 46.13%
$226K - $226K
14K $713K
Oct 07, 2021 Q3 2021
Kwmg, LLC

BUY
 -
4.34K
+ 61.02%
$221K - $222K
11.5K $582K
Nov 10, 2021 Q3 2021
Essex Financial Services, Inc.

BUY
 -
4.23K
+ 80.11%
$216K - $216K
9.52K $484K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
4.21K
+ 19.74%
$215K - $215K
25.6K $1.3M
Oct 19, 2021 Q3 2021
Cambridge Advisors Inc.

BUY
 -
4.07K
New
$208K - $208K
4.07K $207K
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.07K
+ 30.61%
$207K - $208K
17.3K $881K
Oct 28, 2021 Q3 2021
Yhb Investment Advisors, Inc.

BUY
 -
4.04K
+ 11.09%
$206K - $206K
40.4K $2.05M
Nov 12, 2021 Q3 2021
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
4.01K
New
$205K - $205K
4.01K $204K
Oct 15, 2021 Q3 2021
Sheets Smith Wealth Management

BUY
 -
3.98K
New
$203K - $203K
3.98K $202K
Nov 12, 2021 Q3 2021
Holderness Investments CO

Greensboro, NC
BUY
 -
3.91K
+ 22.14%
$199K - $200K
21.6K $1.1M
Oct 08, 2021 Q3 2021
Monterey Private Wealth, Inc.

BUY
 -
3.8K
+ 22.61%
$194K - $194K
20.6K $1.05M
Nov 16, 2021 Q3 2021
Encompass Wealth Advisors, LLC

BUY
 -
3.74K
+ 6.14%
$191K - $191K
64.7K $3.29M
Nov 02, 2021 Q3 2021
Tfc Financial Management

BUY
 -
3.39K
+ 10.14%
$173K - $173K
36.8K $1.87M
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
3.3K
New
$168K - $169K
3.3K $168K
Nov 15, 2021 Q3 2021
Boston Family Office LLC

Boston, MA
BUY
 -
2.92K
+ 4.0%
$149K - $149K
76K $3.86M
Nov 15, 2021 Q3 2021
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
2.83K
+ 2.61%
$144K - $144K
111K $5.65M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
2.48K
+ 20.6%
$126K - $127K
14.5K $737K
Nov 15, 2021 Q3 2021
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
2.45K
+ 4.52%
$125K - $125K
56.7K $2.88M
Nov 09, 2021 Q3 2021
Parsons Capital Management Inc

BUY
 -
2K
+ 50.13%
$102K - $102K
5.99K $304K
Oct 26, 2021 Q3 2021
Dock Street Asset Management Inc

BUY
 -
1.97K
+ 14.88%
$101K - $101K
15.2K $773K
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
1.94K
+ 3.51%
$99K - $99.1K
57.3K $2.91M
Oct 26, 2021 Q3 2021
Atlantic Union Bankshares Corp

BUY
 -
1.59K
+ 6.1%
$81.2K - $81.3K
27.7K $1.4M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
1.55K
New
$78.9K - $79K
1.55K $78.5K
Oct 12, 2021 Q3 2021
Tarbox Family Office, Inc.

BUY
 -
1.4K
+ 138.63%
$71.2K - $71.3K
2.4K $122K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
1.37K
+ 6.31%
$69.9K - $70K
23.1K $1.17M
Nov 02, 2021 Q3 2021
Mosaic Advisors LLC

Houston, TX
BUY
 -
1.29K
+ 1.06%
$65.8K - $65.9K
123K $6.27M
Oct 25, 2021 Q3 2021
Orion Capital Management LLC

BUY
 -
1.1K
New
$56.2K - $56.3K
1.1K $55.9K
Nov 15, 2021 Q3 2021
Main Street Financial Solutions, LLC

BUY
 -
1.08K
+ 4.84%
$55.1K - $55.2K
23.4K $1.19M
Oct 07, 2021 Q3 2021
Ims Capital Management

BUY
 -
800
+ 13.91%
$40.8K - $40.9K
6.55K $333K
Oct 29, 2021 Q3 2021
Parkside Financial Bank & Trust

BUY
 -
765
New
$39K - $39.1K
765 $38.9K
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
626
+ 7.52%
$31.9K - $32K
8.95K $454K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
615
New
$31.4K - $31.4K
615 $31.2K
Nov 12, 2021 Q3 2021
Beta Wealth Group, Inc.

BUY
 -
507
+ 1.15%
$25.9K - $25.9K
44.6K $2.27M
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
393
+ 9.49%
$20.1K - $20.1K
4.53K $230K

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