Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.87K+ 1.27% |
$94.4K - $94.8K
|
149K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.43K+ 1.34% |
$72.3K - $72.6K
|
109K
$5.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.21K+ 10.4% |
$60.9K - $61.2K
|
12.8K
$651K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.15K+ 5.87% |
$58.2K - $58.5K
|
20.8K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.13K+ 17.44% |
$57K - $57.2K
|
7.61K
$386K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.08K+ 6.08% |
$54.2K - $54.5K
|
18.8K
$953K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
800+ 33.33% |
$40.4K - $40.5K
|
3.2K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
777+ 4.48% |
$39.2K - $39.4K
|
18.1K
$921K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
754New |
$38K - $38.2K
|
754
$38.3K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
694+ 1.46% |
$35K - $35.2K
|
48.4K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
688+ 5.82% |
$34.7K - $34.9K
|
12.5K
$635K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
637+ 0.79% |
$32.1K - $32.3K
|
81.5K
$4.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
548+ 38.11% |
$27.6K - $27.8K
|
1.99K
$101K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
519+ 9.34% |
$26.2K - $26.3K
|
6.08K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 4.22% |
$25.2K - $25.3K
|
12.3K
$626K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
474New |
$23.9K - $24K
|
474
$24.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
410+ 5.95% |
$20.7K - $20.8K
|
7.3K
$370K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
343+ 1.61% |
$17.3K - $17.4K
|
21.7K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
342+ 0.24% |
$17.3K - $17.3K
|
140K
$7.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
300+ 1.03% |
$15.1K - $15.2K
|
29.4K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
296+ 2.7% |
$14.9K - $15K
|
11.3K
$571K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
296New |
$14.9K - $15K
|
296
$15K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
243+ 3.19% |
$12.3K - $12.3K
|
7.86K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
195+ 0.97% |
$9.84K - $9.88K
|
20.2K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
145+ 3.12% |
$7.32K - $7.35K
|
4.8K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
126+ 0.46% |
$6.36K - $6.38K
|
27.3K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
123+ 0.81% |
$6.21K - $6.23K
|
15.3K
$779K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
90+ 2.01% |
$4.54K - $4.56K
|
4.56K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
63+ 0.38% |
$3.18K - $3.19K
|
16.4K
$834K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60+ 0.02% |
$3.03K - $3.04K
|
304K
$15.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
57+ 0.82% |
$2.88K - $2.89K
|
7.04K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
56+ 0.45% |
$2.83K - $2.84K
|
12.4K
$630K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
52+ 1.05% |
$2.62K - $2.63K
|
5.01K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Management Corp
|
BUY
|
- |
49+ 0.06% |
$2.47K - $2.48K
|
81.7K
$4.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
46+ 0.4% |
$2.32K - $2.33K
|
11.7K
$593K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
25+ 0.55% |
$1.26K - $1.27K
|
4.59K
$233K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
23+ 0.25% |
$1.16K - $1.17K
|
9.26K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.28% |
$1.06K - $1.06K
|
7.58K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 0.8% |
$908 - $912
|
2.27K
$115K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8+ 0.03% |
$404 - $405
|
29.1K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-12- 4.51% |
$605 - $608
|
254
$12.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-25- 0.03% |
$1.26K - $1.27K
|
75.4K
$3.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-59- 0.83% |
$2.98K - $2.99K
|
7.08K
$359K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67- 0.48% |
$3.38K - $3.39K
|
14K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-120- 12.63% |
$6.05K - $6.08K
|
830
$42.1K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-131- 0.98% |
$6.61K - $6.64K
|
13.2K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-135- 0.56% |
$6.81K - $6.84K
|
23.8K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-143- 1.7% |
$7.21K - $7.24K
|
8.26K
$419K
|