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 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-336- 6.38% |
$17.1K - $17.2K
|
4.93K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-392- 0.45% |
$19.9K - $20K
|
87.6K
$4.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-397- 3.62% |
$20.2K - $20.3K
|
10.6K
$539K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-589- 11.39% |
$29.9K - $30.1K
|
4.58K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-642- 4.5% |
$32.6K - $32.8K
|
13.6K
$694K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-726- 6.14% |
$36.9K - $37.1K
|
11.1K
$566K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-750- 39.58% |
$38.1K - $38.3K
|
1.15K
$58.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-776- 1.87% |
$39.4K - $39.6K
|
40.6K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-948- 1.61% |
$48.2K - $48.4K
|
58.1K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.97% |
$55.9K - $56.2K
|
35.9K
$1.83M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.2K- 4.48% |
$61.2K - $61.5K
|
25.7K
$1.31M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-1.59K- 3.96% |
$81K - $81.4K
|
38.6K
$1.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 20.92% |
$85.6K - $86K
|
6.36K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.92K- 21.61% |
$97.5K - $98K
|
6.96K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.97K- 26.51% |
$100K - $101K
|
5.46K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.41K- 3.86% |
$123K - $123K
|
60.1K
$3.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.89K- 2.91% |
$147K - $148K
|
96.3K
$4.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-3.43K- 11.84% |
$174K - $175K
|
25.5K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4K- 44.44% |
$203K - $204K
|
5K
$255K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.53K- 10.31% |
$230K - $232K
|
39.5K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-4.6K- 6.7% |
$234K - $235K
|
64.1K
$3.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.7K- 0.89% |
$239K - $240K
|
525K
$26.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.05K- 6.11% |
$257K - $258K
|
77.7K
$3.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.11K- 10.46% |
$260K - $261K
|
43.8K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-5.26K- 4.81% |
$267K - $269K
|
104K
$5.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.61K- 1.04% |
$285K - $286K
|
536K
$27.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.84K- 26.44% |
$449K - $451K
|
24.6K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.14K- 2.31% |
$464K - $467K
|
386K
$19.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.1K- 7.25% |
$667K - $670K
|
168K
$8.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-14.1K- 22.93% |
$718K - $722K
|
47.5K
$2.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.2K- 6.42% |
$720K - $724K
|
207K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-15.3K- 46.94% |
$778K - $782K
|
17.3K
$882K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-22.2K- 45.53% |
$1.13M - $1.13M
|
26.6K
$1.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22.3K- 47.04% |
$1.13M - $1.14M
|
25.1K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-25.3K- 23.02% |
$1.29M - $1.29M
|
84.7K
$4.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.2K- 41.8% |
$1.58M - $1.59M
|
43.4K
$2.21M
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-50.6K- 16.91% |
$2.57M - $2.59M
|
249K
$12.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-60.1K- 43.19% |
$3.05M - $3.07M
|
79K
$4.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.4K- 10.74% |
$3.22M - $3.24M
|
527K
$26.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-125K- 25.83% |
$6.37M - $6.4M
|
360K
$18.4M
|