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 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
19.6K+ 14.0% |
$998K - $1M
|
159K
$8.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 5.37% |
$990K - $992K
|
381K
$19.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
17.9K+ 105.67% |
$912K - $913K
|
34.8K
$1.77M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 95.39% |
$857K - $859K
|
34.4K
$1.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
16.8K+ 7.15% |
$855K - $856K
|
251K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
16.1KNew |
$821K - $822K
|
16.1K
$818K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
16.1K+ 4.36% |
$820K - $821K
|
385K
$19.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.4K+ 22.39% |
$783K - $784K
|
83.9K
$4.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14.9KNew |
$762K - $763K
|
14.9K
$759K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 21.82% |
$758K - $760K
|
83K
$4.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14.6K+ 21.25% |
$742K - $744K
|
83.1K
$4.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.9K+ 2.56% |
$710K - $711K
|
558K
$28.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.2K+ 56.62% |
$675K - $677K
|
36.6K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
13.2KNew |
$675K - $676K
|
13.2K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$668K - $669K
|
13.1K
$666K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
13K+ 25.62% |
$664K - $665K
|
63.9K
$3.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13KNew |
$664K - $665K
|
13K
$662K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12.8K+ 31.63% |
$652K - $653K
|
53.2K
$2.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 99.98% |
$642K - $643K
|
25.2K
$1.28M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
11.8K+ 194.04% |
$603K - $604K
|
17.9K
$911K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
11.8KNew |
$599K - $600K
|
11.8K
$597K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.7K+ 6.16% |
$597K - $598K
|
202K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5K+ 5.25% |
$588K - $590K
|
231K
$11.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11.5KNew |
$587K - $588K
|
11.5K
$584K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11KNew |
$561K - $562K
|
11K
$559K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
10.9K+ 14.38% |
$557K - $558K
|
86.9K
$4.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
10.8K+ 136.69% |
$551K - $552K
|
18.7K
$951K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3K+ 10.59% |
$524K - $525K
|
107K
$5.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.3K+ 17.93% |
$524K - $524K
|
67.5K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10K+ 23.83% |
$510K - $511K
|
52K
$2.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.8K+ 181.88% |
$499K - $500K
|
15.2K
$771K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
9.72K+ 84.88% |
$496K - $496K
|
21.2K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9.4KNew |
$479K - $480K
|
9.4K
$478K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.99K+ 9.28% |
$459K - $459K
|
106K
$5.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.66K+ 49.68% |
$442K - $443K
|
26.1K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.4K+ 88.28% |
$428K - $429K
|
17.9K
$911K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.25KNew |
$420K - $421K
|
8.25K
$419K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.23K+ 13.71% |
$419K - $420K
|
68.2K
$3.47M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.13KNew |
$415K - $415K
|
8.13K
$413K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.9KNew |
$403K - $404K
|
7.9K
$401K
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.88KNew |
$402K - $402K
|
7.88K
$400K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.84K+ 7.85% |
$400K - $401K
|
108K
$5.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
7.68KNew |
$391K - $392K
|
7.68K
$390K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.41K+ 1.65% |
$378K - $378K
|
457K
$23.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.34K+ 5.19% |
$374K - $375K
|
149K
$7.57M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.33K+ 7.17% |
$374K - $374K
|
110K
$5.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.18KNew |
$366K - $367K
|
7.18K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.71KNew |
$342K - $343K
|
6.71K
$341K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 10.08% |
$333K - $333K
|
71.2K
$3.62M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.45KNew |
$329K - $329K
|
6.45K
$328K
|