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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.21KNew |
$264K - $265K
|
5.21K
$265K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140K+ 179700.0% |
$7.11M - $7.14M
|
140K
$7.13M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.92K+ 79.6% |
$300K - $301K
|
13.4K
$679K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
233New |
$11.8K - $11.9K
|
233
$11.9K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.6K- 63.16% |
$891K - $895K
|
10.2K
$521K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.57KNew |
$333K - $335K
|
6.57K
$334K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-482- 47.96% |
$24.4K - $24.5K
|
523
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.08K+ 50.09% |
$258K - $259K
|
15.2K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
23.2KNew |
$1.18M - $1.18M
|
23.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 4.56% |
$6.79M - $6.81M
|
3.07M
$156M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.9K- 70.46% |
$2.18M - $2.19M
|
18K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.21K- 3.3% |
$61.3K - $61.5K
|
35.4K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14.9KNew |
$753K - $756K
|
14.9K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-692- 2.35% |
$35.1K - $35.2K
|
28.8K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.22KNew |
$316K - $317K
|
6.22K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.43KNew |
$225K - $226K
|
4.43K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-650- 0.9% |
$33K - $33.1K
|
72K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
44.1KNew |
$2.24M - $2.25M
|
44.1K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.03K+ 10.15% |
$103K - $103K
|
22K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76+ 0.69% |
$3.85K - $3.87K
|
11.1K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.92K- 4.84% |
$351K - $352K
|
136K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
842+ 11.67% |
$42.7K - $42.9K
|
8.06K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51K- 10.46% |
$2.59M - $2.6M
|
437K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-658- 2.84% |
$33.4K - $33.5K
|
22.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.2K+ 11.56% |
$1.38M - $1.38M
|
262K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
179K+ 160.03% |
$9.06M - $9.1M
|
290K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.5K+ 10.34% |
$1.9M - $1.91M
|
401K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-477- 1.39% |
$24.2K - $24.3K
|
33.9K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7KNew |
$1.25M - $1.26M
|
24.7K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.9KNew |
$2.13M - $2.13M
|
41.9K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.19K+ 4.83% |
$111K - $112K
|
47.6K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
874+ 3.21% |
$44.3K - $44.5K
|
28.1K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
77+ 0.73% |
$3.91K - $3.92K
|
10.6K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.9K+ 16543.52% |
$906K - $910K
|
18K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
139K+ 2990.34% |
$7.04M - $7.06M
|
143K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.56K+ 48.26% |
$231K - $232K
|
14K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.94KNew |
$403K - $404K
|
7.94K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.52K- 0.41% |
$77K - $77.3K
|
370K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.48K+ 30.62% |
$126K - $126K
|
10.6K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-96- 0.83% |
$4.87K - $4.89K
|
11.4K
$582K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19K+ 8.72% |
$965K - $969K
|
237K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.7K+ 22.36% |
$998K - $1M
|
108K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.4K- 10.69% |
$681K - $684K
|
112K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.78K- 4.98% |
$90.1K - $90.4K
|
33.9K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
750+ 6.02% |
$38K - $38.2K
|
13.2K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
748K+ 31.19% |
$38M - $38.1M
|
3.15M
$160M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13.6K- 9.38% |
$690K - $693K
|
132K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
797+ 20.86% |
$40.4K - $40.6K
|
4.62K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.16K+ 25.14% |
$160K - $161K
|
15.7K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
71+ 0.15% |
$3.6K - $3.62K
|
47.6K
$2.42M
|