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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.8K+ 8.92% |
$3.58M - $3.61M
|
865K
$43.9M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
86.4K+ 209.48% |
$4.37M - $4.4M
|
128K
$6.48M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.95K- 3.11% |
$98.7K - $99.4K
|
60.8K
$3.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$50.6 - $51
|
8.01K
$407K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
64.6KNew |
$3.27M - $3.29M
|
64.6K
$3.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
87+ 0.68% |
$4.4K - $4.43K
|
12.8K
$650K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
982+ 12.03% |
$49.7K - $50K
|
9.14K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.2K- 21.46% |
$1.02M - $1.03M
|
74.1K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.28KNew |
$217K - $218K
|
4.28K
$217K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 8.01% |
$571K - $575K
|
152K
$7.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.18KNew |
$59.9K - $60.3K
|
1.18K
$60.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-1.77K- 16.59% |
$89.4K - $90K
|
8.88K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
20.6K+ 54.9% |
$1.04M - $1.05M
|
58.1K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
376+ 3.65% |
$19K - $19.2K
|
10.7K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.17KNew |
$262K - $263K
|
5.17K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 39.91% |
$1.5M - $1.51M
|
104K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.4K- 25.94% |
$577K - $581K
|
32.5K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.46KNew |
$276K - $278K
|
5.46K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
95.1K+ 29.65% |
$4.82M - $4.85M
|
416K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.92K- 1.82% |
$350K - $353K
|
374K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
599+ 2.3% |
$30.3K - $30.5K
|
26.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 1.32% |
$135K - $136K
|
199K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
14K+ 24.81% |
$709K - $713K
|
70.4K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.54K+ 76.6% |
$382K - $384K
|
17.4K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.01K- 43.36% |
$254K - $255K
|
6.55K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.81K- 20.56% |
$193K - $194K
|
14.7K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
58.4K+ 103.77% |
$2.96M - $2.98M
|
115K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.1KNew |
$1.07M - $1.07M
|
21.1K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-254K- 20.64% |
$12.9M - $13M
|
977K
$49.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.3KNew |
$977K - $984K
|
19.3K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-70- 0.69% |
$3.54K - $3.57K
|
10.1K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.35K+ 22.27% |
$473K - $477K
|
51.3K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-25K- 32.26% |
$1.27M - $1.28M
|
52.6K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.14% |
$658 - $662
|
9.19K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
36.4KNew |
$1.84M - $1.86M
|
36.4K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-14.5K- 15.51% |
$734K - $739K
|
79.1K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-55.2K- 8.71% |
$2.79M - $2.81M
|
579K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.72KNew |
$289K - $291K
|
5.72K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.18KNew |
$59.9K - $60.3K
|
1.18K
$60.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.41KNew |
$476K - $480K
|
9.41K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.6K+ 70.13% |
$944K - $950K
|
45.2K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$827K - $833K
|
16.4K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.58K+ 2.95% |
$434K - $437K
|
300K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.3K+ 49.4% |
$167K - $168K
|
9.98K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-440- 3.66% |
$22.3K - $22.4K
|
11.6K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.81K+ 22.75% |
$91.6K - $92.2K
|
9.76K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
270New |
$13.7K - $13.8K
|
270
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14K+ 16.45% |
$709K - $713K
|
99.1K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7.78K+ 20.01% |
$394K - $396K
|
46.6K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-194- 47.78% |
$9.82K - $9.89K
|
212
$10.8K
|