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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
68+ 0.32% |
$3.45K - $3.46K
|
21K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9K- 51.82% |
$456K - $458K
|
8.37K
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.63KNew |
$82.3K - $82.7K
|
1.63K
$82.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.93K+ 0.78% |
$402K - $403K
|
1.03M
$52.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-136- 0.8% |
$6.89K - $6.92K
|
16.9K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.87K+ 17.48% |
$94.7K - $95.1K
|
12.6K
$639K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
319New |
$16.2K - $16.2K
|
319
$16.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-6.2K- 1.05% |
$314K - $316K
|
584K
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-194- 2.92% |
$9.83K - $9.87K
|
6.45K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
61.2KNew |
$3.1M - $3.12M
|
61.2K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-402- 0.75% |
$20.4K - $20.5K
|
53.1K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8.34K- 2.79% |
$423K - $425K
|
291K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-745- 6.22% |
$37.7K - $37.9K
|
11.2K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-466- 1.2% |
$23.6K - $23.7K
|
38.5K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.72% |
$355 - $356
|
985
$50.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
333+ 4.27% |
$16.9K - $16.9K
|
8.13K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.13K+ 10.79% |
$57K - $57.3K
|
11.5K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.01% |
$50.7 - $50.9
|
12.8K
$651K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
14+ 0.31% |
$709 - $713
|
4.48K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.04K- 6.78% |
$52.9K - $53.1K
|
14.4K
$730K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-12.1K- 14.14% |
$612K - $614K
|
73.3K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
650+ 11.5% |
$32.9K - $33.1K
|
6.3K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.13K- 17.45% |
$108K - $108K
|
10.1K
$513K
|
|
|
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 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
70.1K+ 105.95% |
$3.55M - $3.57M
|
136K
$6.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5K+ 24.2% |
$534K - $537K
|
54.1K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18.9K- 98.91% |
$957K - $961K
|
209
$10.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4.76K- 3.64% |
$241K - $242K
|
126K
$6.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
707+ 4.36% |
$35.8K - $36K
|
16.9K
$860K
|
|
|
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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-37- 0.51% |
$1.87K - $1.88K
|
7.21K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.7K+ 7.85% |
$591K - $594K
|
160K
$8.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
21.5KNew |
$1.09M - $1.1M
|
21.5K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-27.5K- 52.76% |
$1.39M - $1.4M
|
24.6K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.45K- 2.7% |
$226K - $227K
|
160K
$8.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
153New |
$7.75K - $7.79K
|
153
$7.78K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
33.9K+ 35.71% |
$1.72M - $1.73M
|
129K
$6.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.59K+ 68.82% |
$435K - $437K
|
21.1K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
267+ 0.99% |
$13.5K - $13.6K
|
27.3K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.23K+ 14.37% |
$265K - $266K
|
41.6K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.25K- 7.63% |
$367K - $369K
|
87.7K
$4.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.5K- 12.42% |
$786K - $790K
|
109K
$5.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.8K+ 310.48% |
$799K - $802K
|
20.8K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58+ 0.29% |
$2.94K - $2.95K
|
20K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.61K+ 17.25% |
$284K - $286K
|
38.1K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
482+ 0.89% |
$24.4K - $24.5K
|
54.7K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8.64KNew |
$438K - $440K
|
8.64K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.6K+ 18.26% |
$284K - $285K
|
36.3K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
14.5K+ 26.72% |
$736K - $739K
|
68.9K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65.1K+ 268.55% |
$3.3M - $3.31M
|
89.3K
$4.54M
|