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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.95KNew |
$98.9K - $99.3K
|
1.95K
$99.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.62K- 7.76% |
$285K - $286K
|
66.8K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10.6KNew |
$538K - $540K
|
10.6K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.44K- 14.48% |
$174K - $175K
|
20.3K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 46.6% |
$104K - $104K
|
6.45K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-744- 8.83% |
$37.7K - $37.9K
|
7.68K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-52.4K- 5.74% |
$2.66M - $2.67M
|
861K
$43.8M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-291- 25.87% |
$14.8K - $14.8K
|
834
$42.5K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
62.2KNew |
$3.16M - $3.17M
|
62.2K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25+ 119.05% |
$1.27K - $1.27K
|
46
$2.34K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-55.1K- 69.82% |
$2.79M - $2.81M
|
23.8K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
440New |
$22.3K - $22.4K
|
440
$22.4K
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
27+ 0.37% |
$1.37K - $1.37K
|
7.33K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.15KNew |
$58.1K - $58.3K
|
1.15K
$58.3K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
392+ 6.39% |
$19.9K - $20K
|
6.53K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.73K- 17.4% |
$87.8K - $88.2K
|
8.22K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.9KNew |
$401K - $402K
|
7.9K
$402K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
424New |
$21.5K - $21.6K
|
424
$21.6K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-13.5K- 25.58% |
$685K - $688K
|
39.3K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-15- 0.31% |
$761 - $764
|
4.79K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.39KNew |
$375K - $376K
|
7.39K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-649- 5.19% |
$32.9K - $33K
|
11.9K
$604K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
1.1K+ 0.74% |
$55.6K - $55.9K
|
149K
$7.57M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$964 - $967
|
19
$967
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-13K- 44.98% |
$658K - $660K
|
15.9K
$808K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.42KNew |
$224K - $225K
|
4.42K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-397- 1.45% |
$20.1K - $20.2K
|
26.9K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.09KNew |
$258K - $259K
|
5.09K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.16K- 2.62% |
$58.6K - $58.8K
|
42.9K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1KNew |
$50.7K - $50.9K
|
1K
$50.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-291- 4.37% |
$14.8K - $14.8K
|
6.37K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
92+ 0.06% |
$4.67K - $4.68K
|
157K
$7.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.94KNew |
$200K - $201K
|
3.94K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.84K+ 19.77% |
$93.5K - $93.8K
|
11.2K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-213- 2.1% |
$10.8K - $10.8K
|
9.95K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
13.8KNew |
$700K - $703K
|
13.8K
$703K
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
52.3K+ 47.21% |
$2.66M - $2.67M
|
163K
$8.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-800Closed |
$40.6K - $40.7K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-3.96K- 28.84% |
$201K - $202K
|
9.77K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.27K- 21.65% |
$166K - $166K
|
11.8K
$602K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.73K+ 27.32% |
$341K - $343K
|
31.4K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.85K+ 98.1% |
$246K - $247K
|
9.78K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71+ 0.73% |
$3.6K - $3.62K
|
9.81K
$499K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.54KNew |
$382K - $384K
|
7.54K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.37K+ 159.8% |
$120K - $120K
|
3.85K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-160- 3.87% |
$8.12K - $8.15K
|
3.97K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-280- 4.44% |
$14.2K - $14.3K
|
6.02K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.2KNew |
$315K - $316K
|
6.2K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.5K+ 9.51% |
$127K - $127K
|
28.8K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-204K- 65.34% |
$10.3M - $10.4M
|
108K
$5.5M
|