Purchases and Sales Made in Q3 2023 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 2023. 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
Oct 19, 2023 Q3 2023
Slow Capital, Inc.

BUY
 -
356K
+ 173.08%
$17.9M - $18M
561K $28.4M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
267K
+ 20.6%
$13.5M - $13.5M
1.56M $79.2M
Oct 30, 2023 Q3 2023
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
203K
+ 256.19%
$10.2M - $10.3M
282K $14.3M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
202K
+ 70.88%
$10.2M - $10.2M
486K $24.6M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
137K
+ 199.92%
$6.93M - $6.96M
206K $10.4M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
124K
+ 18.62%
$6.28M - $6.31M
793K $40.2M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
122K
New
$6.13M - $6.16M
122K $6.16M
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
111K
+ 93.99%
$5.61M - $5.64M
230K $11.6M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
111K
+ 412.27%
$5.61M - $5.63M
138K $7M
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
110K
New
$5.57M - $5.6M
110K $5.6M
Oct 10, 2023 Q3 2023
Mjp Associates Inc

BUY
 -
94.5K
+ 58.01%
$4.77M - $4.79M
257K $13M
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
82.9K
+ 14.49%
$4.18M - $4.2M
655K $33.2M
Dec 20, 2023 Q3 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
80.2K
New
$4.05M - $4.06M
80.2K $4.06M
Nov 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
80K
New
$4.04M - $4.05M
80K $4.05M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
67K
+ 11.77%
$3.38M - $3.39M
636K $32.2M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
63.4K
+ 1028.12%
$3.2M - $3.21M
69.6K $3.53M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
60.8K
New
$3.07M - $3.08M
60.8K $3.08M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
56.9K
+ 76.12%
$2.87M - $2.89M
132K $6.68M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
51.5K
+ 14.27%
$2.6M - $2.61M
412K $20.9M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
47.5K
New
$2.4M - $2.41M
47.5K $2.41M
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
44.1K
+ 30.96%
$2.23M - $2.24M
187K $9.46M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
43.1K
+ 54.98%
$2.17M - $2.18M
121K $6.15M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
39K
+ 38.65%
$1.97M - $1.98M
140K $7.1M
Oct 12, 2023 Q3 2023
New Capital Management LP

BUY
 -
35.8K
+ 59.57%
$1.81M - $1.81M
95.9K $4.86M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
33.7K
+ 55.81%
$1.7M - $1.71M
94.1K $4.77M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
30.4K
+ 9.59%
$1.53M - $1.54M
347K $17.6M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
29.9K
+ 103.36%
$1.51M - $1.51M
58.7K $2.98M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
29.2K
+ 27.97%
$1.47M - $1.48M
134K $6.77M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
28.8K
+ 4.6%
$1.45M - $1.46M
655K $33.2M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
22.8K
New
$1.15M - $1.16M
22.8K $1.16M
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
21.8K
New
$1.1M - $1.1M
21.8K $1.1M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
21.7K
+ 9.99%
$1.09M - $1.1M
238K $12.1M
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
21.4K
+ 18.61%
$1.08M - $1.08M
136K $6.91M
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
21.1K
+ 87.53%
$1.06M - $1.07M
45.2K $2.29M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
21K
+ 7.11%
$1.06M - $1.06M
316K $16M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
18.6K
New
$936K - $940K
18.6K $940K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
18.4K
+ 51.95%
$926K - $930K
53.7K $2.72M
Oct 13, 2023 Q3 2023
Sunflower Bank, N.A.

Denver, CO
BUY
 -
14.7K
+ 8.71%
$740K - $743K
183K $9.28M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
14.5K
+ 89.54%
$730K - $734K
30.7K $1.55M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
13.6K
+ 109.83%
$688K - $691K
26.1K $1.32M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
11.1K
+ 29.56%
$560K - $562K
48.6K $2.46M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
10.9K
New
$547K - $550K
10.9K $550K
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
10.5K
+ 18.51%
$531K - $533K
67.4K $3.42M
Nov 01, 2023 Q3 2023
Kraft Asset Management, LLC

BUY
 -
10.2K
New
$512K - $514K
10.2K $514K
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
10.1K
+ 2.67%
$510K - $512K
389K $19.7M
Nov 13, 2023 Q3 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
10K
+ 11.21%
$505K - $507K
99.4K $5.04M
Nov 14, 2023 Q3 2023
Sentinel Trust CO Lba

Houston, TX
BUY
 -
9.9K
New
$499K - $502K
9.9K $502K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
9.9K
+ 3.27%
$499K - $501K
313K $15.8M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
9.3K
+ 21.89%
$469K - $471K
51.8K $2.62M

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