Purchases and Sales Made in Q4 2022 in Jp Morgan Ultra Short Mun Inco (JMST)

JMST Quotes by TradingView

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
Jan 17, 2023 Q4 2022
Hubbell Strickland Wealth Management, LLC

BUY
 -
4.15K
New
$209K - $210K
4.15K $210K
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
4.01K
New
$201K - $203K
4.01K $203K
Jan 18, 2023 Q4 2022
Mcdonald Partners LLC

BUY
 -
4K
+ 37.74%
$201K - $202K
14.6K $740K
Feb 03, 2023 Q4 2022
Total Clarity Wealth Management, Inc.

BUY
 -
3.97K
New
$199K - $201K
3.97K $201K
Feb 03, 2023 Q4 2022
Albion Financial Group

BUY
 -
3.55K
+ 6.37%
$178K - $180K
59.3K $3M
Feb 14, 2023 Q4 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
3.22K
+ 18.78%
$162K - $163K
20.4K $1.03M
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
3.16K
+ 4.62%
$159K - $160K
71.6K $3.63M
Jan 19, 2023 Q4 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
2.94K
+ 9.07%
$148K - $149K
35.4K $1.79M
Jan 10, 2023 Q4 2022
Kwmg, LLC

BUY
 -
2.8K
+ 11.15%
$141K - $142K
27.9K $1.42M
Feb 01, 2023 Q4 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
2.62K
+ 13.55%
$131K - $132K
21.9K $1.11M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.54K
New
$128K - $129K
2.54K $129K
Nov 03, 2023 Q4 2022
Kooman & Associates

Altoona, PA
BUY
 -
2.24K
+ 6.17%
$112K - $113K
38.5K $1.95M
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
2.22K
New
$112K - $112K
2.22K $112K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
2.22K
+ 358.06%
$112K - $112K
2.84K $144K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
2.18K
New
$110K - $110K
2.18K $111K
Jan 12, 2023 Q4 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
1.85K
+ 30.93%
$93K - $93.7K
7.84K $397K
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1.74K
New
$87.2K - $87.8K
1.74K $87.9K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.67K
+ 43.98%
$83.8K - $84.4K
5.46K $277K
Feb 09, 2023 Q4 2022
Baker Ellis Asset Management LLC

BUY
 -
1.64K
+ 1.64%
$82.1K - $82.7K
101K $5.12M
Feb 13, 2023 Q4 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.6K
New
$80.4K - $81K
1.6K $81.1K
Feb 14, 2023 Q4 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.37K
+ 2.32%
$68.6K - $69.1K
60.2K $3.05M
Jan 12, 2023 Q4 2022
Transform Wealth, LLC

BUY
 -
1.06K
+ 3.45%
$53.3K - $53.6K
31.8K $1.61M
Feb 22, 2023 Q4 2022
Ims Capital Management

BUY
 -
1K
+ 15.63%
$50.2K - $50.6K
7.4K $375K
Feb 13, 2023 Q4 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
925
+ 1.03%
$46.5K - $46.8K
90.6K $4.59M
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
903
+ 8.95%
$45.4K - $45.7K
11K $557K
Jan 18, 2023 Q4 2022
Strong Box Wealth, LLC

BUY
 -
865
+ 3.46%
$43.5K - $43.8K
25.9K $1.31M
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
831
+ 1.92%
$41.7K - $42.1K
44.1K $2.23M
Feb 21, 2023 Q4 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
810
+ 7.89%
$40.7K - $41K
11.1K $561K
Feb 06, 2023 Q4 2022
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
685
+ 6.11%
$34.4K - $34.7K
11.9K $603K
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
670
+ 2.76%
$33.7K - $33.9K
25K $1.27M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
604
New
$30.3K - $30.6K
604 $30.6K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
415
+ 1.25%
$20.8K - $21K
33.7K $1.71M
Feb 14, 2023 Q4 2022
Smith Anglin Financial, LLC

BUY
 -
320
+ 1.54%
$16.1K - $16.2K
21.1K $1.07M
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
198
+ 9.02%
$9.95K - $10K
2.39K $121K
Feb 14, 2023 Q4 2022
Masso Torrence Wealth Management Inc.

BUY
 -
193
+ 0.51%
$9.7K - $9.77K
38.3K $1.94M
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
153
+ 7650.0%
$7.69K - $7.74K
155 $7.85K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
107
New
$5.38K - $5.42K
107 $5.42K
Feb 10, 2023 Q4 2022
Compass Financial Group, Inc.

BUY
 -
97
+ 0.28%
$4.87K - $4.91K
34.6K $1.75M
Feb 01, 2023 Q4 2022
Blue Chip Partners, Inc.

BUY
 -
23
+ 0.3%
$1.16K - $1.16K
7.57K $384K
Feb 02, 2023 Q4 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
20
+ 0.46%
$1K - $1.01K
4.36K $221K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
9
+ 0.45%
$452 - $455
2.01K $102K
Feb 01, 2023 Q4 2022
Encompass Wealth Advisors, LLC

BUY
 -
5
+ 0.01%
$251 - $253
65.6K $3.33M
Feb 10, 2023 Q4 2022
Wmg Financial Advisors, LLC

BUY
 -
3
+ 0.06%
$151 - $152
5.45K $276K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1
+ 1.43%
$50.2 - $50.6
71 $3.6K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
0
New
$0 - $0
0 $0
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-11
- 64.71%
$553 - $557
6 $304
Feb 14, 2023 Q4 2022
Forbes J M & CO LLP

SELL
 -
-12
- 0.25%
$603 - $607
4.82K $244K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-64
- 0.43%
$3.22K - $3.24K
14.7K $743K

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