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 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
884+ 1.9% |
$44.8K - $45K
|
47.5K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
844+ 21.3% |
$42.8K - $43K
|
4.81K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
826+ 5.79% |
$41.9K - $42K
|
15.1K
$767K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
797+ 5.97% |
$40.4K - $40.6K
|
14.1K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
768+ 1.81% |
$38.9K - $39.1K
|
43.1K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
709+ 5.81% |
$35.9K - $36.1K
|
12.9K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
707+ 4.36% |
$35.8K - $36K
|
16.9K
$860K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
689+ 10.9% |
$34.9K - $35.1K
|
7.01K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
684+ 5.59% |
$34.7K - $34.8K
|
12.9K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
672New |
$34.1K - $34.2K
|
672
$34.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
669+ 3.46% |
$33.9K - $34.1K
|
20K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
658+ 6.74% |
$33.3K - $33.5K
|
10.4K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
650+ 11.5% |
$32.9K - $33.1K
|
6.3K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
644New |
$32.6K - $32.8K
|
644
$32.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
525+ 2.62% |
$26.6K - $26.7K
|
20.6K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
500+ 28.74% |
$25.3K - $25.5K
|
2.24K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
500+ 9.09% |
$25.3K - $25.5K
|
6K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
500+ 26.88% |
$25.3K - $25.5K
|
2.36K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
496+ 10.38% |
$25.1K - $25.2K
|
5.27K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
482+ 0.89% |
$24.4K - $24.5K
|
54.7K
$2.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
480+ 9.28% |
$24.3K - $24.4K
|
5.65K
$287K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
466+ 0.34% |
$23.6K - $23.7K
|
137K
$6.97M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
424New |
$21.5K - $21.6K
|
424
$21.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
333+ 4.27% |
$16.9K - $16.9K
|
8.13K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
322+ 6.85% |
$16.3K - $16.4K
|
5.02K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
319New |
$16.2K - $16.2K
|
319
$16.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
282+ 0.65% |
$14.3K - $14.4K
|
43.5K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
267+ 0.99% |
$13.5K - $13.6K
|
27.3K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
211+ 1.54% |
$10.7K - $10.7K
|
14K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
178+ 0.72% |
$9.02K - $9.06K
|
25K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
153New |
$7.75K - $7.79K
|
153
$7.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
150+ 0.77% |
$7.6K - $7.64K
|
19.7K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
142+ 3.86% |
$7.2K - $7.23K
|
3.82K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
129+ 0.81% |
$6.54K - $6.57K
|
16K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$5.47K - $5.5K
|
108
$5.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
91+ 1.23% |
$4.61K - $4.63K
|
7.49K
$381K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
84+ 0.17% |
$4.26K - $4.28K
|
50.2K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
75+ 0.11% |
$3.8K - $3.82K
|
69.1K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
68+ 0.32% |
$3.45K - $3.46K
|
21K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
62+ 0.81% |
$3.14K - $3.16K
|
7.75K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58+ 0.29% |
$2.94K - $2.95K
|
20K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
49+ 0.49% |
$2.48K - $2.49K
|
9.96K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
42+ 0.82% |
$2.13K - $2.14K
|
5.19K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
38+ 0.4% |
$1.93K - $1.93K
|
9.45K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34New |
$1.72K - $1.73K
|
34
$1.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19+ 0.81% |
$963 - $967
|
2.37K
$120K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
14+ 0.31% |
$709 - $713
|
4.48K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14New |
$709 - $713
|
14
$712
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13+ 0.31% |
$659 - $662
|
4.25K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.13% |
$659 - $662
|
10.2K
$517K
|