Purchases and Sales Made in Q3 2021 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 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 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
373+ 2.19% |
$19K - $19.1K
|
17.4K
$885K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
365+ 8.32% |
$18.6K - $18.7K
|
4.75K
$241K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
283+ 5.91% |
$14.4K - $14.5K
|
5.07K
$258K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
202+ 3.8% |
$10.3K - $10.3K
|
5.52K
$280K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
159+ 11.78% |
$8.11K - $8.12K
|
1.51K
$76.6K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
60New |
$3.06K - $3.07K
|
60
$3.05K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
47+ 0.91% |
$2.4K - $2.4K
|
5.22K
$265K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
30+ 0.02% |
$1.53K - $1.53K
|
128K
$6.5M
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
15+ 0.05% |
$765 - $767
|
28.6K
$1.45M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$102 - $102
|
4.02K
$204K
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
2+ 0.05% |
$102 - $102
|
4.26K
$216K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-29Closed |
$1.48K - $1.48K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-39- 0.52% |
$1.99K - $1.99K
|
7.41K
$376K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-184- 1.13% |
$9.39K - $9.4K
|
16.1K
$817K
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-220- 0.31% |
$11.2K - $11.2K
|
70.6K
$3.58M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-292- 2.54% |
$14.9K - $14.9K
|
11.2K
$570K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-318- 5.27% |
$16.2K - $16.2K
|
5.71K
$290K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-398- 5.84% |
$20.3K - $20.3K
|
6.42K
$326K
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-446- 3.2% |
$22.8K - $22.8K
|
13.5K
$684K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-600- 6.52% |
$30.6K - $30.7K
|
8.6K
$437K
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-627- 8.14% |
$32K - $32K
|
7.07K
$359K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-700- 1.33% |
$35.7K - $35.8K
|
51.8K
$2.63M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-758- 10.73% |
$38.7K - $38.7K
|
6.3K
$320K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-800- 5.67% |
$40.8K - $40.9K
|
13.3K
$675K
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-880- 10.02% |
$44.9K - $45K
|
7.91K
$401K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1K- 10.77% |
$51K - $51.1K
|
8.29K
$421K
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
SELL
|
- |
-1.14K- 1.46% |
$58.2K - $58.3K
|
77.1K
$3.91M
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 8.52% |
$59.8K - $59.9K
|
12.6K
$639K
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.2K- 4.75% |
$61.2K - $61.3K
|
24.1K
$1.22M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 8.62% |
$65.4K - $65.5K
|
13.6K
$689K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.37KClosed |
$69.8K - $69.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.58K- 9.96% |
$80.4K - $80.5K
|
14.2K
$723K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 7.08% |
$99.9K - $100K
|
25.7K
$1.3M
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2K- 22.99% |
$102K - $102K
|
6.7K
$340K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.14K- 32.52% |
$109K - $109K
|
4.43K
$225K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.77K- 11.41% |
$141K - $141K
|
21.5K
$1.09M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.97K- 10.65% |
$152K - $152K
|
24.9K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.12K- 4.37% |
$159K - $159K
|
68.2K
$3.46M
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.12K- 8.39% |
$159K - $159K
|
34K
$1.73M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.75KClosed |
$191K - $192K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.92KClosed |
$200K - $200K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4KClosed |
$204K - $204K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.18K- 5.32% |
$213K - $214K
|
74.5K
$3.78M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.3K- 5.75% |
$219K - $220K
|
70.5K
$3.58M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.5K- 9.94% |
$230K - $230K
|
40.8K
$2.07M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.7K- 10.26% |
$240K - $240K
|
41.1K
$2.09M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.79K- 16.23% |
$245K - $245K
|
24.7K
$1.26M
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.2KClosed |
$265K - $266K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.33K- 13.3% |
$272K - $272K
|
34.8K
$1.76M
|