Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
5.42M+ 4883.17% |
$275M - $276M
|
5.54M
$282M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
858KNew |
$43.5M - $43.7M
|
858K
$43.7M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
537K+ 356.58% |
$27.2M - $27.3M
|
687K
$34.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
483K+ 25.2% |
$24.5M - $24.6M
|
2.4M
$122M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
463K+ 395.81% |
$23.5M - $23.6M
|
581K
$29.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
438KNew |
$22.2M - $22.3M
|
438K
$22.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
403K+ 20.91% |
$20.4M - $20.5M
|
2.33M
$118M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
162K+ 30.32% |
$8.2M - $8.24M
|
696K
$35.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
151K+ 33.51% |
$7.66M - $7.7M
|
603K
$30.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
133K+ 131.99% |
$6.75M - $6.78M
|
234K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131K+ 54.24% |
$6.62M - $6.65M
|
372K
$18.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
127KNew |
$6.43M - $6.46M
|
127K
$6.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
120K+ 62.95% |
$6.1M - $6.13M
|
312K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
117KNew |
$5.92M - $5.95M
|
117K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112KNew |
$5.66M - $5.68M
|
112K
$5.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
101K+ 34.35% |
$5.12M - $5.15M
|
395K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
99KNew |
$5.02M - $5.04M
|
99K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
78.7K+ 389.13% |
$3.99M - $4.01M
|
99K
$5.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
77.1K+ 54.6% |
$3.9M - $3.92M
|
218K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75.1KNew |
$3.81M - $3.82M
|
75.1K
$3.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
74.3K+ 150.58% |
$3.77M - $3.78M
|
124K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
72.4KNew |
$3.67M - $3.69M
|
72.4K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71.7K+ 17.24% |
$3.63M - $3.65M
|
488K
$24.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
70.1K+ 105.95% |
$3.55M - $3.57M
|
136K
$6.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
66.5K+ 117.43% |
$3.37M - $3.38M
|
123K
$6.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65.1K+ 268.55% |
$3.3M - $3.31M
|
89.3K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
61.2KNew |
$3.1M - $3.12M
|
61.2K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
55.9KNew |
$2.83M - $2.85M
|
55.9K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.8K+ 378.87% |
$2.83M - $2.84M
|
70.5K
$3.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
52.6K+ 285.75% |
$2.67M - $2.68M
|
71.1K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
51.7K+ 163.46% |
$2.62M - $2.63M
|
83.3K
$4.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
51.6K+ 45.64% |
$2.61M - $2.63M
|
165K
$8.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.1K+ 168.94% |
$2.54M - $2.55M
|
79.8K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48K+ 5.56% |
$2.43M - $2.45M
|
913K
$46.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47.9K+ 39.22% |
$2.43M - $2.44M
|
170K
$8.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
47.9KNew |
$2.43M - $2.44M
|
47.9K
$2.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
45.2K+ 11.57% |
$2.29M - $2.3M
|
436K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
39.7KNew |
$2.01M - $2.02M
|
39.7K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 10.68% |
$1.9M - $1.91M
|
390K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
37.5K+ 6.49% |
$1.9M - $1.91M
|
616K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
37.3K+ 75.18% |
$1.89M - $1.9M
|
86.9K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
36.6KNew |
$1.85M - $1.86M
|
36.6K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
36.1K+ 56.19% |
$1.83M - $1.84M
|
100K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.9K+ 17.99% |
$1.82M - $1.82M
|
235K
$12M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35.6K+ 9.53% |
$1.8M - $1.81M
|
410K
$20.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
33.9K+ 35.71% |
$1.72M - $1.73M
|
129K
$6.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
31.9KNew |
$1.62M - $1.62M
|
31.9K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
31.5K+ 24.74% |
$1.6M - $1.6M
|
159K
$8.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
26.9K+ 29.8% |
$1.36M - $1.37M
|
117K
$5.96M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
26K+ 43.08% |
$1.32M - $1.32M
|
86.4K
$4.4M
|