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 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.2KNew |
$464K - $466K
|
9.2K
$468K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.21K+ 10.4% |
$60.9K - $61.2K
|
12.8K
$652K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-237- 5.26% |
$12K - $12K
|
4.27K
$217K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-28.2K- 95.02% |
$1.42M - $1.43M
|
1.48K
$75.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2K- 14.29% |
$101K - $101K
|
12K
$610K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
754New |
$38K - $38.2K
|
754
$38.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
4.8KNew |
$242K - $243K
|
4.8K
$244K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
474New |
$23.9K - $24K
|
474
$24.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$512K - $514K
|
10.2K
$516K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.64KNew |
$234K - $235K
|
4.64K
$236K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
296New |
$14.9K - $15K
|
296
$15K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.63K- 26.58% |
$183K - $184K
|
10K
$510K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.59K- 32.2% |
$433K - $435K
|
18.1K
$920K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-827- 12.49% |
$41.7K - $41.9K
|
5.8K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-16.3K- 25.36% |
$822K - $825K
|
47.9K
$2.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.93KNew |
$249K - $250K
|
4.93K
$251K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-474- 2.19% |
$23.9K - $24K
|
21.2K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
296+ 2.7% |
$14.9K - $15K
|
11.3K
$572K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-20.7K- 74.83% |
$1.05M - $1.05M
|
6.98K
$355K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$302K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
18.6KNew |
$936K - $940K
|
18.6K
$943K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-400- 16.46% |
$20.2K - $20.3K
|
2.03K
$103K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.1K- 49.79% |
$207K - $208K
|
4.13K
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67- 0.48% |
$3.38K - $3.39K
|
14K
$712K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.48K- 10.3% |
$74.9K - $75.2K
|
12.9K
$657K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.98K- 41.51% |
$99.9K - $100K
|
2.79K
$142K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8.96K- 12.02% |
$452K - $455K
|
65.6K
$3.33M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
177New |
$8.94K - $8.98K
|
177
$9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.05K- 4.71% |
$204K - $206K
|
82K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.03K- 37.36% |
$153K - $154K
|
5.08K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.35K- 43.49% |
$169K - $170K
|
4.36K
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
36.6KNew |
$1.85M - $1.86M
|
36.6K
$1.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12.5K- 13.2% |
$631K - $635K
|
82.2K
$4.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62.1KNew |
$3.13M - $3.15M
|
62.1K
$3.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.9K- 49.82% |
$348K - $350K
|
6.95K
$353K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.28K- 15.48% |
$166K - $167K
|
17.9K
$911K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-106K- 99.87% |
$5.34M - $5.37M
|
143
$7.27K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5.38K- 24.07% |
$271K - $273K
|
17K
$862K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-28.3K- 99.54% |
$1.43M - $1.44M
|
132
$6.71K
|
|
| Q1 2023 | |||||||
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.68K+ 31.27% |
$186K - $187K
|
15.4K
$785K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.93K+ 7703.92% |
$198K - $200K
|
3.98K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
8.82KNew |
$445K - $448K
|
8.82K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
2.67KNew |
$135K - $135K
|
2.67K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.5K- 39.28% |
$177K - $178K
|
5.41K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.5KNew |
$579K - $583K
|
11.5K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
862+ 6.88% |
$43.5K - $43.8K
|
13.4K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-55- 45.08% |
$2.78K - $2.79K
|
67
$3.41K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.46KNew |
$377K - $379K
|
7.46K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.59K- 22.92% |
$80.4K - $80.9K
|
5.36K
$272K
|
|