Purchases and Sales Made in Q3 2022 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 2022. 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 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.05KNew |
$204K - $206K
|
4.05K
$206K
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.99KNew |
$200K - $202K
|
3.99K
$203K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.95K+ 6.76% |
$199K - $201K
|
62.5K
$3.18M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.92K+ 4.76% |
$197K - $199K
|
86.2K
$4.38M
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.68K+ 23.53% |
$185K - $187K
|
19.3K
$982K
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.6K+ 12.48% |
$181K - $183K
|
32.5K
$1.65M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.25K+ 4.99% |
$163K - $165K
|
68.4K
$3.48M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.89K+ 40.65% |
$145K - $147K
|
10K
$509K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.75K+ 1833.33% |
$138K - $139K
|
2.9K
$147K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.4K+ 54.77% |
$121K - $122K
|
6.79K
$345K
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.37K+ 1.65% |
$119K - $120K
|
146K
$7.43M
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.28K+ 13.14% |
$114K - $115K
|
19.6K
$996K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$100K - $101K
|
2K
$101K
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.99K+ 13.75% |
$100K - $101K
|
16.5K
$837K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.97K+ 6.46% |
$99.1K - $100K
|
32.5K
$1.65M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
1.86K+ 5.3% |
$93.6K - $94.5K
|
37K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.59K+ 4.14% |
$79.6K - $80.4K
|
39.8K
$2.02M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.56K+ 9.02% |
$78.5K - $79.3K
|
18.9K
$960K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.48KNew |
$74.4K - $75.1K
|
1.48K
$75.2K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.44K+ 6.74% |
$72.6K - $73.2K
|
22.9K
$1.16M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.37K+ 9.43% |
$69K - $69.7K
|
15.9K
$810K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.32K+ 8.34% |
$66.4K - $67K
|
17.2K
$872K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.24K+ 30.7% |
$62.3K - $62.8K
|
5.28K
$268K
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.16K+ 1.19% |
$58.2K - $58.7K
|
98.2K
$4.99M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.04K+ 2.34% |
$52.4K - $52.9K
|
45.6K
$2.32M
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1K+ 16.67% |
$50.3K - $50.7K
|
7K
$356K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
990+ 82.09% |
$49.7K - $50.2K
|
2.2K
$112K
|
|
Oct 31, 2022
Q3 2022
|
Capital Management Corp
|
BUY
|
- |
940+ 0.86% |
$47.2K - $47.7K
|
111K
$5.62M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
925New |
$46.5K - $46.9K
|
925
$47K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
872+ 1.72% |
$43.8K - $44.2K
|
51.6K
$2.62M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
846+ 3.75% |
$42.5K - $42.9K
|
23.4K
$1.19M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
830+ 1.94% |
$41.7K - $42.1K
|
43.7K
$2.22M
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
799+ 3.28% |
$40.1K - $40.5K
|
25.1K
$1.28M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
742+ 0.99% |
$37.3K - $37.6K
|
75.6K
$3.84M
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
690+ 10.06% |
$34.7K - $35K
|
7.55K
$384K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
671New |
$33.7K - $34K
|
671
$34.1K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
660+ 0.62% |
$33.2K - $33.5K
|
106K
$5.4M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
620New |
$31.2K - $31.4K
|
620
$31.5K
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
600+ 6.0% |
$30.2K - $30.4K
|
10.6K
$539K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
555+ 82.22% |
$27.9K - $28.1K
|
1.23K
$62.5K
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
527+ 8.87% |
$26.5K - $26.7K
|
6.47K
$329K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
512+ 12.22% |
$25.7K - $26K
|
4.7K
$239K
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500+ 4.25% |
$25.1K - $25.4K
|
12.3K
$624K
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
486+ 0.88% |
$24.4K - $24.6K
|
55.7K
$2.83M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
426+ 12.66% |
$21.4K - $21.6K
|
3.79K
$193K
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
299+ 0.14% |
$15K - $15.2K
|
208K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
225+ 0.71% |
$11.3K - $11.4K
|
32K
$1.63M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
223+ 1.09% |
$11.2K - $11.3K
|
20.7K
$1.05M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
205+ 6.8% |
$10.3K - $10.4K
|
3.22K
$164K
|
|
Nov 14, 2022
Q3 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
205+ 0.16% |
$10.3K - $10.4K
|
129K
$6.53M
|