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 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.96K- 22.55% |
$150K - $151K
|
10.2K
$517K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
481New |
$24.4K - $24.5K
|
481
$24.4K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
82.7K+ 35.31% |
$4.19M - $4.21M
|
317K
$16.1M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.31KNew |
$421K - $423K
|
8.31K
$422K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
87+ 1.26% |
$4.41K - $4.43K
|
7.01K
$356K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-15.2K- 27.44% |
$768K - $771K
|
40.1K
$2.04M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
6.25KNew |
$316K - $318K
|
6.25K
$317K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
84+ 0.17% |
$4.26K - $4.28K
|
50.2K
$2.55M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35.6K+ 9.53% |
$1.8M - $1.81M
|
410K
$20.8M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 23.45% |
$236K - $237K
|
24.5K
$1.25M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
9.13K+ 12.77% |
$463K - $465K
|
80.6K
$4.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
16.8KNew |
$852K - $856K
|
16.8K
$855K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
466+ 0.34% |
$23.6K - $23.7K
|
137K
$6.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
17.8K+ 13.83% |
$900K - $904K
|
146K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.63K- 17.33% |
$82.4K - $82.8K
|
7.76K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-4.91K- 37.96% |
$249K - $250K
|
8.02K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8KNew |
$545K - $547K
|
10.8K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
537K+ 356.58% |
$27.2M - $27.3M
|
687K
$34.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71.7K+ 17.24% |
$3.63M - $3.65M
|
488K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
37.5K+ 6.49% |
$1.9M - $1.91M
|
616K
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.02K- 5.36% |
$102K - $103K
|
35.7K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.65K- 17.54% |
$134K - $135K
|
12.5K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.11% |
$405 - $407
|
7.51K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
36.6KNew |
$1.85M - $1.86M
|
36.6K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.8KNew |
$243K - $244K
|
4.8K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
669+ 3.46% |
$33.9K - $34.1K
|
20K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-174K- 36.33% |
$8.82M - $8.86M
|
305K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.34K- 36.45% |
$321K - $323K
|
11.1K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-44.1K- 85.92% |
$2.23M - $2.24M
|
7.23K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.76% |
$659 - $662
|
1.72K
$87.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
957+ 10.41% |
$48.5K - $48.7K
|
10.1K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
108New |
$5.47K - $5.5K
|
108
$5.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
55.9KNew |
$2.83M - $2.85M
|
55.9K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47.2K- 1.58% |
$2.39M - $2.4M
|
2.93M
$149M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
844+ 21.3% |
$42.8K - $43K
|
4.81K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-24.1K- 6.34% |
$1.22M - $1.23M
|
356K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.2K+ 3.12% |
$111K - $112K
|
72.6K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-294K- 30.12% |
$14.9M - $15M
|
683K
$34.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
7K+ 4.13% |
$355K - $356K
|
176K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.74K+ 8.41% |
$493K - $496K
|
126K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.3K+ 109.41% |
$976K - $980K
|
36.9K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
38+ 0.4% |
$1.93K - $1.93K
|
9.45K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.9K- 24.04% |
$551K - $553K
|
34.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
6.5KNew |
$329K - $331K
|
6.5K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
500+ 28.74% |
$25.3K - $25.5K
|
2.24K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-291- 3.28% |
$14.7K - $14.8K
|
8.59K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.5K+ 85.17% |
$431K - $433K
|
18.5K
$939K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.21K- 34.32% |
$466K - $469K
|
17.6K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
9.32KNew |
$472K - $474K
|
9.32K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
23.7KNew |
$1.2M - $1.2M
|
23.7K
$1.2M
|
|