Purchases and Sales Made in Q3 2025 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 2025. 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 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
179K+ 45.46% |
$9.11M - $9.15M
|
573K
$29.2M
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
133K+ 13.11% |
$6.77M - $6.81M
|
1.15M
$58.6M
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
85.3K+ 24.03% |
$4.33M - $4.35M
|
440K
$22.4M
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
68.9K+ 11.24% |
$3.5M - $3.52M
|
682K
$34.7M
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
57.3K+ 29.41% |
$2.91M - $2.93M
|
252K
$12.9M
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.7K+ 108.29% |
$2.78M - $2.8M
|
105K
$5.37M
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
49.4K+ 51.27% |
$2.51M - $2.52M
|
146K
$7.43M
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49K+ 193.32% |
$2.49M - $2.5M
|
74.3K
$3.79M
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47.6K+ 81.24% |
$2.42M - $2.43M
|
106K
$5.41M
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
42.9KNew |
$2.18M - $2.19M
|
42.9K
$2.19M
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
28.7K+ 22.2% |
$1.46M - $1.47M
|
158K
$8.06M
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
27.7K+ 22.36% |
$1.41M - $1.41M
|
151K
$7.72M
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26.2K+ 68.21% |
$1.33M - $1.34M
|
64.6K
$3.29M
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.7K+ 29.64% |
$1.1M - $1.11M
|
94.9K
$4.83M
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
19.7K+ 37.78% |
$1M - $1.01M
|
71.8K
$3.66M
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
19.2K+ 51.21% |
$973K - $978K
|
56.5K
$2.88M
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17.3K+ 27.39% |
$877K - $882K
|
80.3K
$4.09M
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17.1K+ 7.41% |
$867K - $871K
|
247K
$12.6M
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16K+ 24.18% |
$815K - $819K
|
82.4K
$4.2M
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14.5K+ 60.12% |
$738K - $742K
|
38.7K
$1.97M
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
14.5KNew |
$737K - $741K
|
14.5K
$739K
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13.3K+ 15.68% |
$675K - $679K
|
98.1K
$5M
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11.7K+ 10.63% |
$596K - $599K
|
122K
$6.21M
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.7KNew |
$595K - $598K
|
11.7K
$596K
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10.9K+ 122.7% |
$555K - $558K
|
19.8K
$1.01M
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.03K+ 71.03% |
$459K - $461K
|
21.7K
$1.11M
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.34KNew |
$424K - $426K
|
8.34K
$425K
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.97K+ 73.8% |
$405K - $407K
|
18.8K
$957K
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
7.85KNew |
$399K - $401K
|
7.85K
$400K
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.49K+ 1.27% |
$381K - $383K
|
599K
$30.5M
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
7.37K+ 3.08% |
$374K - $376K
|
247K
$12.6M
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.21K+ 1.37% |
$366K - $368K
|
532K
$27.1M
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
6.7K+ 7.6% |
$341K - $342K
|
94.9K
$4.84M
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.36K+ 7.81% |
$323K - $325K
|
87.8K
$4.48M
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
6.04KNew |
$307K - $308K
|
6.04K
$308K
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.01K+ 6.01% |
$305K - $307K
|
106K
$5.4M
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.64K+ 68.42% |
$287K - $288K
|
13.9K
$707K
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.55KNew |
$282K - $283K
|
5.55K
$283K
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
4.43K+ 45.39% |
$225K - $226K
|
14.2K
$724K
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.39K+ 7.41% |
$223K - $224K
|
63.6K
$3.24M
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
4.37K+ 3.99% |
$222K - $223K
|
114K
$5.8M
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.88K+ 3.96% |
$146K - $147K
|
75.6K
$3.85M
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.69K+ 9.31% |
$137K - $137K
|
31.6K
$1.61M
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.47K+ 58.41% |
$126K - $126K
|
6.7K
$342K
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.38K+ 4.76% |
$121K - $122K
|
52.5K
$2.67M
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 12.45% |
$120K - $120K
|
21.3K
$1.09M
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 36.16% |
$112K - $112K
|
8.27K
$421K
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.12K+ 3.84% |
$107K - $108K
|
57.2K
$2.92M
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
1.87K+ 12.44% |
$94.8K - $95.3K
|
16.9K
$859K
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.63K+ 2.78% |
$82.8K - $83.2K
|
60.3K
$3.07M
|