Latest Institutional Transactions on Jp Morgan Ultra Short Mun Inco (JMST)
This table provides information on the latest institutional transactions involving Jp Morgan Ultra Short Mun Inco (JMST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
224+ 20.59% |
$11.3K - $11.4K
|
1.31K
$66.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.71K+ 14.09% |
$137K - $138K
|
21.9K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.89K+ 11.11% |
$298K - $300K
|
58.9K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-4K- 26.76% |
$202K - $204K
|
10.9K
$557K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-135- 0.41% |
$6.82K - $6.87K
|
32.6K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-319- 51.7% |
$16.1K - $16.2K
|
298
$15.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16K+ 60.71% |
$809K - $816K
|
42.4K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.1K+ 18.71% |
$862K - $869K
|
108K
$5.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
36K+ 355.29% |
$1.82M - $1.83M
|
46.1K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.82K+ 155.45% |
$446K - $449K
|
14.5K
$738K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.98K- 54.0% |
$504K - $508K
|
8.5K
$433K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
929+ 11.79% |
$46.9K - $47.3K
|
8.81K
$449K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
59.2KNew |
$2.99M - $3.01M
|
59.2K
$3.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.92KNew |
$249K - $251K
|
4.92K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-8.98K- 15.96% |
$454K - $457K
|
47.3K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1K- 19.23% |
$50.5K - $50.9K
|
4.2K
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
203K+ 52.46% |
$10.3M - $10.3M
|
590K
$30.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.6K- 5.25% |
$80.8K - $81.5K
|
28.9K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.99K- 54.79% |
$151K - $152K
|
2.47K
$126K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.5K+ 24.26% |
$379K - $382K
|
38.4K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.59K- 23.91% |
$181K - $183K
|
11.4K
$582K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.95% |
$101 - $102
|
212
$10.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
744+ 4.68% |
$37.6K - $37.9K
|
16.6K
$847K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.98KNew |
$99.8K - $101K
|
1.98K
$101K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-501- 49.85% |
$25.3K - $25.5K
|
504
$25.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 3.63% |
$960 - $967
|
504
$25.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9- 10.98% |
$455 - $458
|
73
$3.72K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.26K- 5.58% |
$63.4K - $63.9K
|
21.2K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.93K- 20.29% |
$97.6K - $98.3K
|
7.59K
$386K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
834New |
$42.1K - $42.5K
|
834
$42.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.51K- 3.92% |
$127K - $128K
|
61.6K
$3.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19.1K- 14.57% |
$963K - $971K
|
112K
$5.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.75% |
$657 - $662
|
1.75K
$88.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-5.75K- 6.46% |
$291K - $293K
|
83.3K
$4.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.8K+ 228.27% |
$1.61M - $1.62M
|
45.8K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
54.6KNew |
$2.76M - $2.78M
|
54.6K
$2.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
128K+ 26.12% |
$6.49M - $6.54M
|
620K
$31.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
29.6KNew |
$1.49M - $1.51M
|
29.6K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.56K+ 14.62% |
$382K - $385K
|
59.3K
$3.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.98K+ 37.33% |
$100K - $101K
|
7.28K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
3K+ 30.51% |
$152K - $153K
|
12.8K
$654K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.02K+ 11.94% |
$102K - $103K
|
18.9K
$963K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28.7K+ 109.28% |
$1.45M - $1.46M
|
54.9K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
952+ 7.47% |
$48.1K - $48.5K
|
13.7K
$698K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
430+ 1.71% |
$21.7K - $21.9K
|
25.5K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
500+ 5.57% |
$25.3K - $25.5K
|
9.48K
$483K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12.9K+ 42.66% |
$651K - $656K
|
43.1K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 21.42% |
$201K - $202K
|
22.5K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
53.1K+ 312.05% |
$2.68M - $2.71M
|
70.1K
$3.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
20.4K+ 459.77% |
$1.03M - $1.04M
|
24.9K
$1.27M
|