Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.2MNew |
$1.02B - $1.02B
|
20.2M
$1.03B
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09M+ 77.03% |
$54.5M - $54.9M
|
2.49M
$126M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
650K+ 822415.19% |
$32.6M - $32.9M
|
650K
$32.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
634KNew |
$31.8M - $32.1M
|
634K
$32.1M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
591KNew |
$29.7M - $29.9M
|
591K
$29.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
522K+ 78.13% |
$26.2M - $26.4M
|
1.19M
$60.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
490KNew |
$24.6M - $24.8M
|
490K
$24.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
481K+ 248.08% |
$24.2M - $24.4M
|
675K
$34.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
462KNew |
$23.2M - $23.4M
|
462K
$23.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
444K+ 137.8% |
$22.3M - $22.4M
|
765K
$38.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
388K+ 110.34% |
$19.5M - $19.7M
|
740K
$37.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
332K+ 30.35% |
$16.7M - $16.8M
|
1.43M
$72.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
222K+ 55.09% |
$11.1M - $11.2M
|
624K
$31.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
204K+ 48.83% |
$10.2M - $10.3M
|
621K
$31.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
190K+ 34.53% |
$9.56M - $9.63M
|
741K
$37.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
190K+ 256.61% |
$9.55M - $9.62M
|
264K
$13.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
190K+ 105.98% |
$9.52M - $9.59M
|
368K
$18.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
160KNew |
$8.05M - $8.11M
|
160K
$8.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
144K+ 26.78% |
$7.25M - $7.3M
|
683K
$34.6M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
136KNew |
$6.82M - $6.87M
|
136K
$6.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
129K+ 36.95% |
$6.5M - $6.54M
|
479K
$24.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
124KNew |
$6.2M - $6.25M
|
124K
$6.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
121K+ 30.93% |
$6.08M - $6.13M
|
513K
$26M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113K+ 353.81% |
$5.66M - $5.7M
|
145K
$7.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
107K+ 18.25% |
$5.36M - $5.4M
|
691K
$35M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
105K+ 395.82% |
$5.28M - $5.32M
|
132K
$6.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
103K+ 294.27% |
$5.18M - $5.21M
|
138K
$6.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
103K+ 222.68% |
$5.16M - $5.2M
|
149K
$7.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
102K+ 25.3% |
$5.15M - $5.18M
|
507K
$25.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.3K+ 69.48% |
$4.79M - $4.82M
|
233K
$11.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
91.8K+ 124.29% |
$4.61M - $4.65M
|
166K
$8.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
88K+ 102.05% |
$4.42M - $4.45M
|
174K
$8.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
87.4K+ 900.0% |
$4.39M - $4.42M
|
97.1K
$4.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
83.3K+ 30.34% |
$4.19M - $4.22M
|
358K
$18.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
74.7K+ 58.92% |
$3.75M - $3.78M
|
201K
$10.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
72.8KNew |
$3.66M - $3.69M
|
72.8K
$3.69M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70.6KNew |
$3.54M - $3.57M
|
70.6K
$3.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
70.3K+ 92540.79% |
$3.53M - $3.56M
|
70.4K
$3.57M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
68.3K+ 13.94% |
$3.43M - $3.46M
|
558K
$28.3M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
66.9KNew |
$3.36M - $3.39M
|
66.9K
$3.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
66.7K+ 180.24% |
$3.35M - $3.38M
|
104K
$5.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
63.2KNew |
$3.17M - $3.2M
|
63.2K
$3.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.1K+ 522.67% |
$3.12M - $3.14M
|
74K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
60.9K+ 12.16% |
$3.06M - $3.08M
|
562K
$28.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.4K+ 98.42% |
$2.89M - $2.91M
|
116K
$5.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
55.3KNew |
$2.78M - $2.8M
|
55.3K
$2.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
53.3KNew |
$2.68M - $2.7M
|
53.3K
$2.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
51.9K+ 7.98% |
$2.61M - $2.63M
|
702K
$35.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
49.4K+ 20.72% |
$2.48M - $2.5M
|
288K
$14.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
49.3KNew |
$2.48M - $2.49M
|
49.3K
$2.5M
|