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 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.2K- 32.0% |
$162K - $163K
|
6.8K
$346K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-350- 6.5% |
$17.7K - $17.8K
|
5.03K
$256K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-26.2K- 85.22% |
$1.33M - $1.33M
|
4.55K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19.3KNew |
$977K - $982K
|
19.3K
$983K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
500+ 4.42% |
$25.3K - $25.4K
|
11.8K
$601K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
6.15K+ 3.79% |
$311K - $313K
|
168K
$8.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10KNew |
$506K - $508K
|
10K
$509K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1Closed |
$50.6 - $50.8
|
0
$0
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.92KNew |
$298K - $301K
|
5.92K
$301K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1KNew |
$50.3K - $50.9K
|
1K
$50.9K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-18.8KClosed |
$946K - $957K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.01KNew |
$50.9K - $51.5K
|
1.01K
$51.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-83.3K- 60.32% |
$4.19M - $4.24M
|
54.8K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.05K- 35.4% |
$203K - $206K
|
7.38K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.53K- 21.71% |
$76.7K - $77.6K
|
5.5K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.68K- 35.34% |
$135K - $136K
|
4.9K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.47K- 2.89% |
$275K - $278K
|
184K
$9.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
64.8KNew |
$3.26M - $3.3M
|
64.8K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.82KNew |
$444K - $449K
|
8.82K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$7.85K - $7.94K
|
156
$7.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18KNew |
$59.5K - $60.2K
|
1.18K
$60.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
163New |
$8.2K - $8.29K
|
163
$8.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-581- 10.8% |
$29.2K - $29.6K
|
4.8K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
365New |
$18.4K - $18.6K
|
365
$18.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5.2KNew |
$262K - $265K
|
5.2K
$265K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
11.9K+ 146.82% |
$600K - $607K
|
20K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.09K- 11.49% |
$54.6K - $55.2K
|
8.36K
$425K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.13KNew |
$208K - $210K
|
4.13K
$210K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.74K- 36.08% |
$138K - $140K
|
4.86K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-292- 4.59% |
$14.7K - $14.9K
|
6.07K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
600New |
$30.2K - $30.5K
|
600
$30.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
269+ 0.57% |
$13.5K - $13.7K
|
47.4K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10KNew |
$505K - $511K
|
10K
$511K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.98K- 39.27% |
$150K - $152K
|
4.61K
$234K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 6.01% |
$21.4K - $21.6K
|
6.65K
$338K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5.1K+ 52.04% |
$256K - $259K
|
14.9K
$758K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
590+ 12.3% |
$29.7K - $30K
|
5.39K
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-198- 4.61% |
$9.96K - $10.1K
|
4.1K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.95KNew |
$199K - $201K
|
3.95K
$201K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-357- 5.06% |
$18K - $18.2K
|
6.7K
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.48KNew |
$74.4K - $75.3K
|
1.48K
$75.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
8.22KNew |
$413K - $418K
|
8.22K
$418K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
317KNew |
$15.9M - $16.1M
|
317K
$16.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-6- 0.1% |
$302 - $305
|
6.07K
$309K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.67KNew |
$235K - $238K
|
4.67K
$238K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21.8KNew |
$1.1M - $1.1M
|
21.8K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.74% |
$263K - $264K
|
185K
$9.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.23K+ 3.73% |
$214K - $214K
|
118K
$5.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.4M - $2.41M
|
47.5K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$305K
|
|