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 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-146- 0.38% |
$7.34K - $7.39K
|
37.9K
$1.92M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-191- 0.96% |
$9.6K - $9.67K
|
19.7K
$1M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-198- 1.5% |
$9.95K - $10K
|
13K
$661K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-203- 3.1% |
$10.2K - $10.3K
|
6.35K
$322K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-266- 1.04% |
$13.4K - $13.5K
|
25.3K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-280- 0.04% |
$14.1K - $14.2K
|
683K
$34.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-375- 1.8% |
$18.8K - $19K
|
20.4K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-375- 7.57% |
$18.8K - $19K
|
4.58K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-383- 8.63% |
$19.2K - $19.4K
|
4.05K
$205K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-396- 4.29% |
$19.9K - $20K
|
8.83K
$447K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-483- 2.54% |
$24.3K - $24.4K
|
18.5K
$937K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-490- 3.31% |
$24.6K - $24.8K
|
14.3K
$724K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-510- 30.56% |
$25.6K - $25.8K
|
1.16K
$58.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-587- 13.73% |
$29.5K - $29.7K
|
3.69K
$187K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-588- 3.96% |
$29.5K - $29.8K
|
14.3K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-593- 1.49% |
$29.8K - $30K
|
39.2K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-771- 1.25% |
$38.7K - $39K
|
61.1K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-847- 6.95% |
$42.6K - $42.9K
|
11.3K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-900- 12.86% |
$45.2K - $45.5K
|
6.1K
$309K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-930- 4.07% |
$46.7K - $47.1K
|
21.9K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1K- 18.18% |
$50.2K - $50.6K
|
4.5K
$228K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1K- 2.19% |
$50.2K - $50.6K
|
44.6K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.2K- 6.12% |
$60.3K - $60.7K
|
18.4K
$933K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.44K- 6.57% |
$72.5K - $73K
|
20.5K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.45K- 11.82% |
$72.8K - $73.4K
|
10.8K
$548K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 25.24% |
$82.8K - $83.4K
|
4.88K
$247K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.74K- 59.86% |
$87.2K - $87.9K
|
1.16K
$59K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 28.18% |
$100K - $101K
|
5.1K
$258K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.03K- 5.5% |
$102K - $103K
|
34.9K
$1.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.05K- 3.62% |
$103K - $104K
|
54.5K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.26K- 21.9% |
$113K - $114K
|
8.04K
$408K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.47K- 29.23% |
$124K - $125K
|
5.98K
$303K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.5K- 4.64% |
$126K - $127K
|
51.3K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.74K- 94.48% |
$138K - $139K
|
160
$8.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 1.57% |
$138K - $139K
|
172K
$8.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.76K- 3.32% |
$139K - $140K
|
80.3K
$4.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-2.91K- 3.86% |
$146K - $147K
|
72.6K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.32K- 27.14% |
$167K - $168K
|
8.91K
$452K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.64K- 34.77% |
$183K - $184K
|
6.83K
$346K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.65K- 1.02% |
$183K - $184K
|
354K
$18M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-3.78K- 20.02% |
$190K - $191K
|
15.1K
$766K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.98K- 39.06% |
$200K - $201K
|
6.2K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.15K- 49.36% |
$209K - $210K
|
4.26K
$216K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.21K- 10.5% |
$211K - $213K
|
35.8K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.65K- 17.83% |
$234K - $236K
|
21.5K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.99K- 49.84% |
$251K - $252K
|
5.02K
$254K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-5.02K- 42.43% |
$252K - $254K
|
6.81K
$345K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.07K- 14.73% |
$255K - $257K
|
29.4K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.2K- 7.47% |
$261K - $263K
|
64.4K
$3.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.36K- 25.96% |
$269K - $271K
|
15.3K
$774K
|