Purchases and Sales Made in Q4 2023 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 2023. 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 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
6.3K+ 36.27% |
$317K - $321K
|
23.7K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.3K+ 196.88% |
$317K - $321K
|
9.5K
$482K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6.06K+ 9.2% |
$305K - $308K
|
71.9K
$3.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.04KNew |
$304K - $308K
|
6.04K
$307K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.92KNew |
$298K - $301K
|
5.92K
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.82KNew |
$293K - $296K
|
5.82K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
5.58K+ 10.77% |
$280K - $284K
|
57.3K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
5.38K+ 4.03% |
$271K - $274K
|
139K
$7.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.38KNew |
$270K - $274K
|
5.38K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
5.25K+ 20.85% |
$264K - $267K
|
30.4K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5.2KNew |
$262K - $265K
|
5.2K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.18K+ 126.73% |
$261K - $264K
|
9.27K
$471K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.1K+ 52.04% |
$256K - $259K
|
14.9K
$756K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5KNew |
$251K - $254K
|
5K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.96K+ 50.1% |
$249K - $252K
|
14.9K
$754K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.86K+ 15.62% |
$245K - $247K
|
36K
$1.83M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.67KNew |
$235K - $238K
|
4.67K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.61K+ 17.01% |
$232K - $235K
|
31.7K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.45K+ 10.0% |
$224K - $227K
|
49K
$2.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.39KNew |
$221K - $223K
|
4.39K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.35KNew |
$219K - $221K
|
4.35K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.19K+ 4.06% |
$211K - $213K
|
108K
$5.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.13KNew |
$208K - $210K
|
4.13K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.1K+ 19.7% |
$206K - $208K
|
24.9K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
3.97KNew |
$199K - $202K
|
3.97K
$201K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.95KNew |
$199K - $201K
|
3.95K
$201K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.77KNew |
$190K - $192K
|
3.77K
$191K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.72K+ 7.46% |
$187K - $189K
|
53.5K
$2.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
3.56K+ 66.85% |
$179K - $181K
|
8.89K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.54K+ 6.8% |
$178K - $180K
|
55.6K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$172K - $174K
|
3.42K
$174K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.29K+ 43.17% |
$165K - $167K
|
10.9K
$553K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.19K+ 17.73% |
$160K - $162K
|
21.2K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.72K+ 4.63% |
$137K - $138K
|
61.5K
$3.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.64K+ 35.15% |
$133K - $134K
|
10.1K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.56K+ 2.13% |
$129K - $130K
|
123K
$6.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.5K+ 11.98% |
$126K - $127K
|
23.4K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
2.35K+ 24.09% |
$118K - $120K
|
12.1K
$615K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.07K+ 2.85% |
$104K - $106K
|
74.8K
$3.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.95K+ 8.72% |
$98.1K - $99.2K
|
24.3K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.83K+ 3.41% |
$92.1K - $93.2K
|
55.5K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.58K+ 32.62% |
$79.5K - $80.4K
|
6.43K
$326K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.48KNew |
$74.4K - $75.3K
|
1.48K
$75.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
1.43K+ 0.49% |
$71.7K - $72.5K
|
292K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.37K+ 23.7% |
$68.8K - $69.6K
|
7.14K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 1.27% |
$63.7K - $64.4K
|
101K
$5.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18KNew |
$59.5K - $60.2K
|
1.18K
$60.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.17K+ 7.65% |
$59K - $59.7K
|
16.5K
$838K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 11.47% |
$55.4K - $56.1K
|
10.7K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.01KNew |
$50.9K - $51.5K
|
1.01K
$51.4K
|