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 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.32K+ 18.99% |
$219K - $220K
|
27.1K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.11K+ 6.73% |
$208K - $209K
|
65.2K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.03K+ 7.76% |
$204K - $205K
|
55.9K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.98K+ 25.12% |
$202K - $203K
|
19.8K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.73K+ 7.01% |
$189K - $190K
|
56.9K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.66K+ 7.68% |
$186K - $186K
|
51.4K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
3.57KNew |
$181K - $182K
|
3.57K
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.34K+ 8.86% |
$169K - $170K
|
41.1K
$2.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.19K+ 22.74% |
$162K - $162K
|
17.2K
$876K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.15K+ 13.08% |
$160K - $161K
|
27.3K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.11K+ 4.01% |
$158K - $158K
|
80.8K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.06K+ 11.28% |
$155K - $156K
|
30.2K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.06K+ 38.84% |
$155K - $156K
|
10.9K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.01K+ 4.66% |
$153K - $153K
|
67.6K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.86K+ 63.03% |
$145K - $145K
|
7.39K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 10.6% |
$143K - $144K
|
29.5K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.61K+ 1.6% |
$132K - $133K
|
166K
$8.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.6KNew |
$132K - $132K
|
2.6K
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.59K+ 7.55% |
$131K - $132K
|
36.9K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.47K+ 14.69% |
$125K - $126K
|
19.3K
$981K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.25K+ 1.46% |
$114K - $114K
|
157K
$7.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.21K+ 21.81% |
$112K - $112K
|
12.3K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.2K+ 3.12% |
$111K - $112K
|
72.6K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.2K+ 2.89% |
$111K - $112K
|
78.4K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.12K+ 18.9% |
$107K - $108K
|
13.3K
$678K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.98K+ 36.29% |
$100K - $101K
|
7.44K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.96KNew |
$99.3K - $99.7K
|
1.96K
$99.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.87K+ 17.48% |
$94.7K - $95.1K
|
12.6K
$638K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.85K+ 31.68% |
$93.7K - $94.1K
|
7.69K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.79K+ 8.1% |
$90.4K - $90.9K
|
23.8K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.74K+ 35.22% |
$88K - $88.4K
|
6.67K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 12.64% |
$87.9K - $88.3K
|
15.5K
$786K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.63KNew |
$82.3K - $82.7K
|
1.63K
$82.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.57K+ 3.25% |
$79.4K - $79.8K
|
49.7K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.53K+ 11.88% |
$77.7K - $78K
|
14.4K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 1.47% |
$77.6K - $78K
|
105K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.52K+ 6.98% |
$76.9K - $77.2K
|
23.2K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.52K+ 12.52% |
$76.8K - $77.1K
|
13.6K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.22K+ 2.32% |
$61.8K - $62K
|
53.8K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.2K+ 8.19% |
$60.8K - $61.1K
|
15.8K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.2K+ 15.48% |
$60.6K - $60.9K
|
8.92K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.15K+ 10.11% |
$58.2K - $58.4K
|
12.5K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 0.19% |
$57.8K - $58K
|
595K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.13K+ 6.13% |
$57.2K - $57.4K
|
19.5K
$993K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.13K+ 10.79% |
$57K - $57.3K
|
11.5K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.11K+ 1.31% |
$56.4K - $56.7K
|
86.2K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
957+ 10.41% |
$48.5K - $48.7K
|
10.1K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
955+ 1.28% |
$48.4K - $48.6K
|
75.4K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
946+ 591.25% |
$47.9K - $48.2K
|
1.11K
$56.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
885+ 2.81% |
$44.8K - $45K
|
32.4K
$1.65M
|