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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.57K- 7.81% |
$181K - $182K
|
42.1K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-156K- 28.53% |
$7.9M - $7.95M
|
391K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 18.52% |
$1.27K - $1.27K
|
160
$8.11K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.55K- 13.49% |
$180K - $181K
|
22.7K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
276+ 4.57% |
$14K - $14.1K
|
6.32K
$320K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.52K+ 4.63% |
$76.9K - $77.5K
|
34.3K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.39K- 8.9% |
$172K - $173K
|
34.7K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
5.65KNew |
$286K - $288K
|
5.65K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
56.6KNew |
$2.86M - $2.88M
|
56.6K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.29KNew |
$217K - $219K
|
4.29K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
20.1K+ 282.32% |
$1.02M - $1.02M
|
27.2K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.16K+ 9.85% |
$58.7K - $59.1K
|
12.9K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.87K- 15.68% |
$145K - $146K
|
15.4K
$781K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
53.6K+ 11.99% |
$2.71M - $2.73M
|
501K
$25.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-9.11K- 30.44% |
$461K - $464K
|
20.8K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.19K+ 66.7% |
$161K - $163K
|
7.97K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.77KNew |
$241K - $243K
|
4.77K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
10.4KNew |
$527K - $531K
|
10.4K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
19.1KNew |
$967K - $974K
|
19.1K
$968K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.06K+ 25.35% |
$205K - $207K
|
20.1K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-23.3K- 4.34% |
$1.18M - $1.19M
|
513K
$26M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.57K+ 6.23% |
$282K - $284K
|
95K
$4.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
517K+ 675.96% |
$26.2M - $26.4M
|
594K
$30.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$1.27M - $1.28M
|
25.1K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-35.3K- 64.42% |
$1.79M - $1.8M
|
19.5K
$989K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-5.8K- 7.3% |
$293K - $295K
|
73.6K
$3.73M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.58K+ 14.94% |
$131K - $131K
|
19.8K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-31K- 86.28% |
$1.57M - $1.58M
|
4.93K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.4K- 30.77% |
$980K - $987K
|
43.6K
$2.21M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
144K+ 2344.84% |
$7.3M - $7.35M
|
150K
$7.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.01% |
$50.6 - $51
|
17.1K
$865K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
838+ 65.57% |
$42.4K - $42.7K
|
2.12K
$107K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
15+ 0.12% |
$759 - $764
|
12.2K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
302+ 2.08% |
$15.3K - $15.4K
|
14.8K
$752K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20K+ 1141.2% |
$1.01M - $1.02M
|
21.7K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9.32K+ 98.25% |
$472K - $475K
|
18.8K
$953K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
15.1K+ 86.93% |
$764K - $769K
|
32.5K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.29K- 43.76% |
$420K - $422K
|
10.7K
$540K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
500+ 5.68% |
$25.3K - $25.5K
|
9.3K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-24.4K- 18.5% |
$1.24M - $1.24M
|
107K
$5.45M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-562- 2.04% |
$28.4K - $28.6K
|
27K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9.17K- 5.56% |
$464K - $467K
|
156K
$7.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.13K+ 5.73% |
$310K - $312K
|
113K
$5.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.4K+ 21.08% |
$4.22M - $4.25M
|
479K
$24.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-361- 0.95% |
$18.3K - $18.4K
|
37.7K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.9K+ 216.36% |
$601K - $605K
|
17.4K
$880K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6KNew |
$304K - $306K
|
6K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.9K- 35.05% |
$1.46M - $1.47M
|
53.5K
$2.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
36.7K+ 6.64% |
$1.86M - $1.87M
|
590K
$29.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 3340.09% |
$776K - $781K
|
15.8K
$800K
|