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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-425- 0.29% |
$21.4K - $21.6K
|
148K
$7.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-432- 1.88% |
$21.7K - $22K
|
22.6K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-449- 1.99% |
$22.6K - $22.8K
|
22.2K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-468- 0.62% |
$23.5K - $23.8K
|
74.9K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-477- 3.87% |
$24K - $24.3K
|
11.9K
$602K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-495- 4.05% |
$24.9K - $25.2K
|
11.7K
$595K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-500- 2.69% |
$25.1K - $25.4K
|
18.1K
$917K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-515- 26.04% |
$25.9K - $26.2K
|
1.46K
$74.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-561- 7.69% |
$28.2K - $28.5K
|
6.74K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-581- 10.8% |
$29.2K - $29.6K
|
4.8K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-638- 6.89% |
$32.1K - $32.5K
|
8.62K
$438K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-649- 9.52% |
$32.6K - $33K
|
6.17K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-663- 5.07% |
$33.3K - $33.7K
|
12.4K
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-690- 1.17% |
$34.7K - $35.1K
|
58.5K
$2.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-693- 3.37% |
$34.9K - $35.3K
|
19.8K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-697- 6.37% |
$35.1K - $35.5K
|
10.3K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-776- 6.0% |
$39K - $39.5K
|
12.2K
$617K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-800- 9.33% |
$40.2K - $40.7K
|
7.77K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-804- 13.9% |
$40.4K - $40.9K
|
4.98K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-805- 0.99% |
$40.5K - $41K
|
80.7K
$4.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-877- 15.33% |
$44.1K - $44.6K
|
4.84K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-950- 13.61% |
$47.8K - $48.3K
|
6.03K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-952- 7.67% |
$47.9K - $48.4K
|
11.5K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1K- 10.36% |
$50.3K - $50.9K
|
8.65K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.02K- 0.07% |
$51.3K - $51.9K
|
1.56M
$79.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.04K- 2.47% |
$52.2K - $52.8K
|
40.9K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.06K- 9.8% |
$53.5K - $54.1K
|
9.79K
$497K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-1.07K- 0.38% |
$53.8K - $54.4K
|
281K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.09K- 11.49% |
$54.6K - $55.2K
|
8.36K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.28K- 10.95% |
$64.1K - $64.9K
|
10.4K
$526K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.28K- 5.86% |
$64.2K - $65K
|
20.5K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.34K- 7.13% |
$67.5K - $68.3K
|
17.5K
$888K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.38K- 6.04% |
$69.1K - $70K
|
21.4K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.38K- 3.68% |
$69.2K - $70K
|
36.1K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.4K- 9.33% |
$70.4K - $71.2K
|
13.6K
$690K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.42K- 10.79% |
$71.5K - $72.4K
|
11.8K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.46K- 11.33% |
$73.2K - $74K
|
11.4K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.53K- 21.71% |
$76.7K - $77.6K
|
5.5K
$279K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.59K- 20.23% |
$79.9K - $80.8K
|
6.27K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.65K- 25.68% |
$83K - $84K
|
4.78K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.83K- 27.35% |
$92K - $93.1K
|
4.86K
$247K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 9.92% |
$101K - $102K
|
18.2K
$922K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-2.11K- 4.17% |
$106K - $107K
|
48.4K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.15K- 7.9% |
$108K - $109K
|
25K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.2K- 35.07% |
$111K - $112K
|
4.07K
$207K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.2K- 11.91% |
$111K - $112K
|
16.3K
$828K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.22K- 8.53% |
$111K - $113K
|
23.8K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 6.56% |
$112K - $114K
|
31.9K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.25K- 24.54% |
$113K - $114K
|
6.92K
$351K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.31K- 3.71% |
$116K - $118K
|
60K
$3.04M
|