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
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.42KNew |
$327K - $328K
|
6.42K
$326K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
6.28K+ 8.9% |
$320K - $321K
|
76.9K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
6.2KNew |
$316K - $317K
|
6.2K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.2K+ 74.79% |
$316K - $317K
|
14.5K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
5.71KNew |
$291K - $291K
|
5.71K
$290K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.44KNew |
$277K - $278K
|
5.44K
$276K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.39K+ 45.47% |
$275K - $275K
|
17.3K
$877K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.31KNew |
$271K - $271K
|
5.31K
$270K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.15K+ 20.6% |
$263K - $263K
|
30.2K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.15KNew |
$262K - $263K
|
5.15K
$261K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.95KNew |
$252K - $253K
|
4.95K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.88K+ 315.39% |
$249K - $249K
|
6.42K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.75KNew |
$242K - $243K
|
4.75K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.68K+ 23.61% |
$238K - $239K
|
24.5K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.55KNew |
$232K - $232K
|
4.55K
$231K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.52K+ 98.9% |
$230K - $231K
|
9.08K
$461K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.26K+ 8.22% |
$217K - $218K
|
56.1K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.18K+ 29.77% |
$213K - $213K
|
18.2K
$926K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.03KNew |
$206K - $206K
|
4.03K
$205K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.03KNew |
$206K - $206K
|
4.03K
$205K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.95KNew |
$201K - $202K
|
3.95K
$201K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.87K+ 6.12% |
$197K - $198K
|
67.2K
$3.41M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.56K+ 2.78% |
$181K - $182K
|
132K
$6.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.52K+ 13.75% |
$179K - $180K
|
29.1K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
3.41K+ 7.35% |
$174K - $174K
|
49.8K
$2.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4K+ 117.63% |
$174K - $174K
|
6.3K
$320K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.25K+ 2.89% |
$166K - $166K
|
116K
$5.89M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.1K+ 14.08% |
$158K - $158K
|
25.1K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.06K+ 5.4% |
$156K - $156K
|
59.7K
$3.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
3.04K+ 5.38% |
$155K - $155K
|
59.5K
$3.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2.86K+ 25.72% |
$146K - $146K
|
14K
$710K
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.85K+ 6.93% |
$145K - $146K
|
43.9K
$2.23M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2.67K+ 5.28% |
$136K - $136K
|
53.2K
$2.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.34K+ 1.17% |
$119K - $120K
|
203K
$10.3M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
2K+ 30.53% |
$102K - $102K
|
8.55K
$434K
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2K+ 29.85% |
$102K - $102K
|
8.7K
$442K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 7.66% |
$100K - $101K
|
27.7K
$1.41M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.65KNew |
$83.9K - $84K
|
1.65K
$83.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.47K+ 13.09% |
$74.9K - $75K
|
12.7K
$645K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.13K+ 18.78% |
$57.4K - $57.5K
|
7.12K
$362K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1KNew |
$51K - $51.1K
|
1K
$50.8K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
968+ 13.03% |
$49.4K - $49.4K
|
8.4K
$427K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
857+ 8.05% |
$43.7K - $43.8K
|
11.5K
$584K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
758+ 12.02% |
$38.7K - $38.7K
|
7.06K
$359K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
643New |
$32.8K - $32.8K
|
643
$32.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
509+ 5.92% |
$26K - $26K
|
9.11K
$463K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
500+ 1.23% |
$25.5K - $25.5K
|
41.3K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
445+ 0.1% |
$22.7K - $22.7K
|
432K
$22M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
380+ 6.65% |
$19.4K - $19.4K
|
6.09K
$310K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
229+ 1.7% |
$11.7K - $11.7K
|
13.7K
$696K
|