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
|
Bison Wealth, LLC
|
SELL
|
- |
-1.74K- 21.46% |
$87.7K - $88K
|
6.36K
$323K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.78K- 18.19% |
$89.6K - $90K
|
7.99K
$406K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.79K- 12.03% |
$90.2K - $90.6K
|
13.1K
$664K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.82K- 4.59% |
$92K - $92.4K
|
37.9K
$1.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.88K- 4.79% |
$94.8K - $95.2K
|
37.4K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.93K- 6.9% |
$97.2K - $97.6K
|
26K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.98K- 41.51% |
$99.9K - $100K
|
2.79K
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.99K- 9.7% |
$100K - $101K
|
18.5K
$940K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2K- 2.65% |
$101K - $101K
|
73.4K
$3.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2K- 14.29% |
$101K - $101K
|
12K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2K- 18.18% |
$101K - $101K
|
9K
$457K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2K- 8.21% |
$101K - $101K
|
22.4K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.03K- 7.37% |
$102K - $103K
|
25.5K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.13K- 16.29% |
$107K - $108K
|
10.9K
$556K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.17K- 8.72% |
$110K - $110K
|
22.8K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.41K- 9.22% |
$122K - $122K
|
23.8K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-2.67K- 10.93% |
$135K - $135K
|
21.8K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-2.68K- 9.67% |
$135K - $136K
|
25K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-2.94K- 4.74% |
$148K - $149K
|
59.1K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3K- 10.45% |
$151K - $152K
|
25.7K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.15K- 4.79% |
$159K - $160K
|
62.6K
$3.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.17K- 0.54% |
$160K - $161K
|
586K
$29.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.25K- 29.46% |
$164K - $164K
|
7.78K
$395K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-3.52K- 6.52% |
$178K - $178K
|
50.5K
$2.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.63K- 26.58% |
$183K - $184K
|
10K
$509K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 2.59% |
$190K - $190K
|
141K
$7.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.76K- 39.66% |
$190K - $191K
|
5.72K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.79K- 12.76% |
$191K - $192K
|
25.9K
$1.32M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.8K- 25.2% |
$192K - $192K
|
11.3K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.9K- 12.76% |
$197K - $198K
|
26.7K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.03K- 9.62% |
$203K - $204K
|
37.8K
$1.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.1K- 49.79% |
$207K - $208K
|
4.13K
$210K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.28K- 8.32% |
$216K - $217K
|
47.1K
$2.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-4.34K- 3.15% |
$219K - $220K
|
134K
$6.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.39K- 6.59% |
$222K - $222K
|
62.3K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.42K- 17.46% |
$223K - $224K
|
20.9K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.88K- 17.79% |
$246K - $247K
|
22.6K
$1.15M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-5K- 17.39% |
$252K - $253K
|
23.8K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.74% |
$263K - $264K
|
185K
$9.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.42K- 11.02% |
$273K - $274K
|
43.7K
$2.22M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.55K- 5.56% |
$280K - $281K
|
94.3K
$4.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.6K- 22.91% |
$282K - $284K
|
18.8K
$956K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.71K- 26.08% |
$288K - $289K
|
16.2K
$821K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.95K- 5.09% |
$300K - $301K
|
111K
$5.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6.6K- 17.99% |
$333K - $334K
|
30.1K
$1.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-6.7K- 49.0% |
$338K - $340K
|
6.98K
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-6.9K- 5.14% |
$348K - $350K
|
127K
$6.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-6.95K- 20.08% |
$350K - $352K
|
27.6K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.95K- 25.27% |
$350K - $352K
|
20.5K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.99K- 25.47% |
$353K - $354K
|
20.5K
$1.04M
|