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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.2KNew |
$871K - $875K
|
17.2K
$872K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.94KNew |
$200K - $201K
|
3.94K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-264- 0.61% |
$13.4K - $13.4K
|
42.8K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
15.1K+ 14.09% |
$766K - $769K
|
122K
$6.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
869+ 4.17% |
$44.1K - $44.2K
|
21.7K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.95K+ 3.54% |
$150K - $150K
|
86.2K
$4.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
621+ 0.1% |
$31.5K - $31.6K
|
595K
$30.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
92+ 0.06% |
$4.67K - $4.68K
|
157K
$7.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
846New |
$42.9K - $43.1K
|
846
$42.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
605+ 7.8% |
$30.7K - $30.8K
|
8.36K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-254- 0.21% |
$12.9K - $12.9K
|
123K
$6.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.84K+ 19.77% |
$93.5K - $93.8K
|
11.2K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
108K+ 9.23% |
$5.49M - $5.51M
|
1.28M
$64.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
29.5K+ 7.85% |
$1.5M - $1.5M
|
405K
$20.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.14K+ 37.13% |
$362K - $364K
|
26.4K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
22.2K+ 52.2% |
$1.12M - $1.13M
|
64.6K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
52.3K+ 47.21% |
$2.66M - $2.67M
|
163K
$8.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.72K+ 13.81% |
$392K - $393K
|
63.7K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
13.8KNew |
$700K - $703K
|
13.8K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-8.43K- 3.33% |
$428K - $429K
|
245K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32.1K+ 18.21% |
$1.63M - $1.63M
|
208K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
231+ 0.89% |
$11.7K - $11.8K
|
26.3K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.86K+ 14.26% |
$196K - $196K
|
30.9K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.8K- 15.33% |
$294K - $295K
|
32K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-213- 2.1% |
$10.8K - $10.8K
|
9.95K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-299- 5.95% |
$15.2K - $15.2K
|
4.72K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.5K+ 173.14% |
$987K - $991K
|
30.7K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.73K+ 10.98% |
$341K - $342K
|
68K
$3.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
532K+ 981.89% |
$27M - $27.1M
|
586K
$29.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
8.95K+ 11.42% |
$454K - $456K
|
87.3K
$4.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.3K- 1.0% |
$522K - $524K
|
1.02M
$51.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-386- 4.22% |
$19.6K - $19.7K
|
8.76K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.36K- 19.18% |
$221K - $222K
|
18.4K
$932K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
33+ 0.72% |
$1.67K - $1.68K
|
4.6K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
19.7KNew |
$999K - $1M
|
19.7K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-10.3K- 8.02% |
$525K - $527K
|
119K
$6.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 12.26% |
$134K - $134K
|
24.2K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.32K+ 10.97% |
$168K - $169K
|
33.5K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
800+ 8.6% |
$40.6K - $40.7K
|
10.1K
$513K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.85K+ 19.11% |
$398K - $400K
|
48.9K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
436+ 5.72% |
$22.1K - $22.2K
|
8.05K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
64+ 1.43% |
$3.25K - $3.26K
|
4.54K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-216- 4.53% |
$11K - $11K
|
4.55K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.37K+ 12.27% |
$120K - $120K
|
21.7K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.42KNew |
$325K - $327K
|
6.42K
$326K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
93+ 0.73% |
$4.72K - $4.74K
|
12.8K
$650K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-210- 50.0% |
$10.7K - $10.7K
|
210
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
6K+ 11.14% |
$304K - $306K
|
59.9K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.04KNew |
$408K - $409K
|
8.04K
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
77+ 0.46% |
$3.91K - $3.92K
|
16.9K
$857K
|