Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.66MNew |
$84.4M - $84.5M
|
1.66M
$83.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.47M+ 127.28% |
$75M - $75.1M
|
2.63M
$133M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1.03M+ 77.11% |
$52.5M - $52.6M
|
2.37M
$120M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
375K+ 269.32% |
$19.1M - $19.1M
|
514K
$26M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
177KNew |
$9.04M - $9.05M
|
177K
$8.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
142K+ 140.18% |
$7.25M - $7.27M
|
244K
$12.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
120KNew |
$6.12M - $6.13M
|
120K
$6.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
110K+ 145.05% |
$5.62M - $5.63M
|
186K
$9.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
105K+ 31.86% |
$5.38M - $5.39M
|
437K
$22.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
98.8KNew |
$5.04M - $5.04M
|
98.8K
$5M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
95.5K+ 19.47% |
$4.87M - $4.88M
|
586K
$29.7M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
94.7KNew |
$4.83M - $4.84M
|
94.7K
$4.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
81.7K+ 112.12% |
$4.16M - $4.17M
|
155K
$7.83M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
81.6K+ 20.67% |
$4.16M - $4.17M
|
476K
$24.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
77KNew |
$3.93M - $3.93M
|
77K
$3.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
76.9K+ 45.06% |
$3.92M - $3.93M
|
247K
$12.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
75.4KNew |
$3.85M - $3.85M
|
75.4K
$3.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68KNew |
$3.47M - $3.47M
|
68K
$3.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
62.1K+ 68.94% |
$3.17M - $3.17M
|
152K
$7.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
61.1K+ 79.67% |
$3.11M - $3.12M
|
138K
$6.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
57.9KNew |
$2.95M - $2.96M
|
57.9K
$2.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
57.7K+ 64.58% |
$2.94M - $2.95M
|
147K
$7.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
57.5K+ 11.86% |
$2.93M - $2.94M
|
543K
$27.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
56.8K+ 74.51% |
$2.9M - $2.9M
|
133K
$6.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
54.8K+ 263.08% |
$2.8M - $2.8M
|
75.7K
$3.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
52.1K+ 54.91% |
$2.66M - $2.66M
|
147K
$7.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
51.7KNew |
$2.63M - $2.64M
|
51.7K
$2.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
51.3K+ 157.46% |
$2.62M - $2.62M
|
83.9K
$4.25M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
50.2KNew |
$2.56M - $2.56M
|
50.2K
$2.54M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
49.4KNew |
$2.52M - $2.53M
|
49.4K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
47.8KNew |
$2.44M - $2.44M
|
47.8K
$2.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
45.7K+ 59.23% |
$2.33M - $2.33M
|
123K
$6.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
45.4K+ 180.64% |
$2.32M - $2.32M
|
70.6K
$3.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Management Corp
|
BUY
|
- |
44.1K+ 31.27% |
$2.25M - $2.25M
|
185K
$9.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
39.5KNew |
$2.01M - $2.02M
|
39.5K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
38K+ 55.88% |
$1.94M - $1.94M
|
106K
$5.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36.9KNew |
$1.88M - $1.88M
|
36.9K
$1.87M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
36.6KNew |
$1.86M - $1.87M
|
36.6K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.1KNew |
$1.74M - $1.74M
|
34.1K
$1.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34KNew |
$1.73M - $1.74M
|
34K
$1.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
33KNew |
$1.68M - $1.68M
|
33K
$1.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
29.6KNew |
$1.51M - $1.51M
|
29.6K
$1.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28.4KNew |
$1.45M - $1.45M
|
28.4K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
27.5K+ 127.12% |
$1.4M - $1.41M
|
49.2K
$2.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
25.7KNew |
$1.31M - $1.31M
|
25.7K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
25K+ 128.56% |
$1.28M - $1.28M
|
44.5K
$2.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
24.7K+ 9.59% |
$1.26M - $1.26M
|
282K
$14.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
24.5K+ 48.46% |
$1.25M - $1.25M
|
75K
$3.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
23.9K+ 25.62% |
$1.22M - $1.22M
|
117K
$5.93M
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
21.5K+ 15.55% |
$1.1M - $1.1M
|
160K
$8.1M
|