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 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
4.37K+ 3.99% |
$222K - $223K
|
114K
$5.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.02K+ 13.77% |
$204K - $205K
|
33.2K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 26.58% |
$151K - $152K
|
14.2K
$723K
|
|
|
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 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.17K+ 7.2% |
$110K - $111K
|
32.4K
$1.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.12K+ 3.84% |
$107K - $108K
|
57.2K
$2.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.01K+ 6.24% |
$102K - $103K
|
34.2K
$1.74M
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.59K+ 148.83% |
$80.5K - $80.9K
|
2.65K
$135K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.55K+ 24.21% |
$78.7K - $79.1K
|
7.94K
$405K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.49K+ 5.09% |
$75.5K - $75.9K
|
30.7K
$1.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.35K+ 7.44% |
$68.4K - $68.8K
|
19.5K
$992K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.3K+ 10.13% |
$66.1K - $66.4K
|
14.1K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.28K+ 3.58% |
$64.9K - $65.3K
|
37K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.09K+ 9.66% |
$55.3K - $55.6K
|
12.3K
$629K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 2.35% |
$54.9K - $55.2K
|
47K
$2.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.03K+ 0.63% |
$52.3K - $52.6K
|
165K
$8.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
764+ 5.75% |
$38.8K - $39K
|
14K
$716K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
625+ 3.63% |
$31.8K - $31.9K
|
17.8K
$908K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
623+ 11.82% |
$31.7K - $31.8K
|
5.89K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
604+ 11.31% |
$30.7K - $30.8K
|
5.94K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
527+ 8.67% |
$26.8K - $26.9K
|
6.6K
$337K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
454+ 0.38% |
$23.1K - $23.2K
|
120K
$6.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
329+ 0.91% |
$16.7K - $16.8K
|
36.4K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
276+ 3.05% |
$14K - $14.1K
|
9.32K
$475K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
260+ 1.63% |
$13.2K - $13.3K
|
16.2K
$827K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
133+ 0.66% |
$6.76K - $6.79K
|
20.2K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
114+ 0.7% |
$5.79K - $5.82K
|
16.4K
$835K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
110+ 0.52% |
$5.59K - $5.62K
|
21.3K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
103+ 0.7% |
$5.23K - $5.26K
|
14.8K
$754K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
98+ 0.71% |
$4.98K - $5K
|
13.9K
$711K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
70+ 1.0% |
$3.56K - $3.57K
|
7.08K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.7% |
$1.58K - $1.58K
|
4.48K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
31+ 0.68% |
$1.58K - $1.58K
|
4.56K
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17+ 0.1% |
$864 - $868
|
16.3K
$832K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.14% |
$559 - $562
|
7.75K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.74% |
$305 - $306
|
822
$41.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.5% |
$203 - $204
|
805
$41K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-37- 0.44% |
$1.88K - $1.89K
|
8.45K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-37- 0.11% |
$1.88K - $1.89K
|
35K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.18% |
$2.54K - $2.55K
|
28K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-133- 0.93% |
$6.76K - $6.79K
|
14.1K
$720K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-133- 10.14% |
$6.76K - $6.79K
|
1.18K
$60.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-188- 1.55% |
$9.55K - $9.6K
|
11.9K
$609K
|