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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-589- 11.39% |
$29.9K - $30.1K
|
4.58K
$234K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
19.7K+ 37.78% |
$1M - $1.01M
|
71.8K
$3.66M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-750- 39.58% |
$38.1K - $38.3K
|
1.15K
$58.5K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17.1K+ 7.41% |
$867K - $871K
|
247K
$12.6M
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
103K+ 20.62% |
$5.18M - $5.22M
|
600K
$30.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 2.05% |
$3.28K - $3.31K
|
3.1K
$158K
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
9.88KNew |
$499K - $503K
|
9.88K
$504K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
65.4K+ 99.98% |
$3.3M - $3.33M
|
131K
$6.68M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-269K- 41.84% |
$13.6M - $13.7M
|
374K
$19.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
727+ 9.02% |
$36.7K - $37K
|
8.78K
$448K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.14K+ 9.61% |
$57.4K - $57.9K
|
13K
$662K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.7K+ 299.52% |
$1.55M - $1.56M
|
40.9K
$2.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-47.5K- 33.12% |
$2.4M - $2.42M
|
95.9K
$4.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-397- 2.21% |
$20.1K - $20.2K
|
17.6K
$898K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.59K- 19.06% |
$333K - $336K
|
28K
$1.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.5K- 2.78% |
$1.29M - $1.3M
|
893K
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34K+ 15.44% |
$1.72M - $1.73M
|
254K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
500+ 9.43% |
$25.3K - $25.5K
|
5.8K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.94K+ 31.12% |
$250K - $252K
|
20.8K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
82.3K+ 22.09% |
$4.16M - $4.19M
|
455K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-975- 4.93% |
$49.3K - $49.6K
|
18.8K
$961K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
42.3K+ 897.37% |
$2.14M - $2.15M
|
47K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.79K- 11.56% |
$292K - $295K
|
44.3K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.22K- 12.47% |
$213K - $215K
|
29.7K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
10.2K+ 14.17% |
$515K - $519K
|
82.2K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-940- 11.84% |
$47.5K - $47.9K
|
7K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.3K+ 236.21% |
$1.33M - $1.34M
|
37.4K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 11.46% |
$7.67M - $7.73M
|
1.48M
$75.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.62K- 11.04% |
$385K - $388K
|
61.5K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
386+ 4.41% |
$19.5K - $19.7K
|
9.14K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 2.41% |
$531K - $535K
|
426K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.3K+ 69.36% |
$771K - $777K
|
37.3K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
38KNew |
$1.92M - $1.94M
|
38K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
12.9KNew |
$652K - $657K
|
12.9K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
236K+ 35.4% |
$11.9M - $12M
|
901K
$46M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 12.98% |
$99.8K - $101K
|
17.2K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
26.5K+ 137.34% |
$1.34M - $1.35M
|
45.8K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
35.3KNew |
$1.79M - $1.8M
|
35.3K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
165K+ 62.84% |
$8.33M - $8.4M
|
427K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.86K+ 11.57% |
$447K - $451K
|
85.4K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.55K+ 70.85% |
$331K - $333K
|
15.8K
$806K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
113+ 2.45% |
$5.71K - $5.75K
|
4.73K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9.17K+ 19.27% |
$463K - $467K
|
56.8K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.78K+ 8.4% |
$191K - $192K
|
48.7K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.08KNew |
$307K - $310K
|
6.08K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-561- 4.77% |
$28.3K - $28.6K
|
11.2K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
4.26KNew |
$215K - $217K
|
4.26K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.18K+ 2.97% |
$59.6K - $60.1K
|
40.9K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
166K+ 30.37% |
$8.41M - $8.48M
|
714K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-416- 1.79% |
$21K - $21.2K
|
22.8K
$1.17M
|
|