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 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37.8K+ 412.99% |
$1.92M - $1.93M
|
46.9K
$2.39M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 7.84% |
$1.32M - $1.33M
|
357K
$18.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
145KNew |
$7.38M - $7.42M
|
145K
$7.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19.5K+ 34.59% |
$992K - $997K
|
76K
$3.87M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
55KNew |
$2.79M - $2.81M
|
55K
$2.8M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50KNew |
$2.54M - $2.55M
|
50K
$2.55M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.27K+ 94.11% |
$420K - $422K
|
17.1K
$868K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.33K+ 4.52% |
$220K - $221K
|
100K
$5.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-9.85K- 14.68% |
$501K - $503K
|
57.3K
$2.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.42K- 10.88% |
$71.9K - $72.3K
|
11.6K
$591K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 7.72% |
$67.5K - $67.9K
|
18.5K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41KNew |
$2.08M - $2.09M
|
41K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.49K+ 92.73% |
$330K - $331K
|
13.5K
$687K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.1K+ 5.63% |
$107K - $107K
|
39.4K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
16.1K+ 25.11% |
$816K - $820K
|
80K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-521K- 58.32% |
$26.5M - $26.6M
|
372K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
340+ 3.21% |
$17.3K - $17.4K
|
10.9K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
69+ 0.7% |
$3.51K - $3.52K
|
9.95K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.02K- 18.69% |
$204K - $205K
|
17.5K
$891K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
460K+ 13.83% |
$23.4M - $23.5M
|
3.79M
$193M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02K+ 5.78% |
$51.6K - $51.9K
|
18.6K
$947K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.86K+ 2.04% |
$145K - $146K
|
143K
$7.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.7K- 8.08% |
$1.36M - $1.36M
|
304K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
134KNew |
$6.82M - $6.85M
|
134K
$6.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168K+ 4.65% |
$8.54M - $8.59M
|
3.78M
$193M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.5K+ 27.72% |
$1.45M - $1.45M
|
131K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.19K- 3.12% |
$60.3K - $60.6K
|
36.8K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
174K+ 40.77% |
$8.83M - $8.87M
|
600K
$30.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.7K+ 14.45% |
$4.4M - $4.43M
|
687K
$35M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
15.5KNew |
$788K - $792K
|
15.5K
$789K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.5KNew |
$2.87M - $2.88M
|
56.5K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.86K- 13.0% |
$196K - $197K
|
25.8K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-175- 0.21% |
$8.89K - $8.94K
|
82K
$4.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-37.8K- 8.63% |
$1.92M - $1.93M
|
400K
$20.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.04K- 4.73% |
$205K - $206K
|
81.3K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.8K- 11.88% |
$1.62M - $1.63M
|
236K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-26.9K- 11.74% |
$1.37M - $1.38M
|
203K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.2K+ 11.78% |
$669K - $672K
|
125K
$6.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.04K- 6.6% |
$52.9K - $53.2K
|
14.7K
$751K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
15K+ 30.89% |
$764K - $768K
|
63.7K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 42.51% |
$131K - $132K
|
8.67K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.14K- 11.38% |
$109K - $109K
|
16.7K
$849K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
4.98KNew |
$253K - $254K
|
4.98K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192K+ 26.89% |
$9.76M - $9.81M
|
907K
$46.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4.78KNew |
$243K - $244K
|
4.78K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.63K+ 39.35% |
$438K - $440K
|
30.5K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.89KNew |
$95.8K - $96.3K
|
1.89K
$96K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-198K- 46.32% |
$10.1M - $10.1M
|
229K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.05K- 54.02% |
$460K - $462K
|
7.7K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.22K+ 52.04% |
$113K - $113K
|
6.48K
$330K
|