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 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.59K- 22.92% |
$80.4K - $80.9K
|
5.36K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.87KNew |
$296K - $298K
|
5.87K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-10.4K- 6.89% |
$526K - $529K
|
141K
$7.16M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.59K+ 23.34% |
$80.4K - $81K
|
8.42K
$429K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
740New |
$37.3K - $37.6K
|
740
$37.7K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-719- 19.49% |
$36.3K - $36.5K
|
2.97K
$151K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.7KNew |
$1.2M - $1.2M
|
23.7K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 33.06% |
$104K - $104K
|
4.15K
$211K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-22.7K- 50.0% |
$1.14M - $1.15M
|
22.7K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
80.1KNew |
$4.04M - $4.07M
|
80.1K
$4.08M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
557+ 0.6% |
$28.1K - $28.3K
|
93.3K
$4.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-36.6K- 68.57% |
$1.84M - $1.86M
|
16.8K
$852K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
195New |
$9.84K - $9.9K
|
195
$9.92K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-19.7K- 68.91% |
$994K - $1M
|
8.89K
$452K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-7.06K- 47.0% |
$356K - $359K
|
7.96K
$405K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-713- 13.08% |
$36K - $36.2K
|
4.74K
$241K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$50.5K - $50.8K
|
1K
$50.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
16+ 1.38% |
$808 - $813
|
1.18K
$59.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.91K- 35.52% |
$197K - $198K
|
7.09K
$361K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
78New |
$3.94K - $3.96K
|
78
$3.97K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
462+ 6.59% |
$23.3K - $23.5K
|
7.48K
$380K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.5K- 17.67% |
$227K - $229K
|
21K
$1.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.66KNew |
$235K - $236K
|
4.66K
$237K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 11.67% |
$126K - $127K
|
18.9K
$964K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
66.9KNew |
$3.36M - $3.39M
|
66.9K
$3.41M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
20.1KNew |
$1.01M - $1.02M
|
20.1K
$1.02M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.6K+ 262.75% |
$732K - $738K
|
20.1K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-64- 0.43% |
$3.22K - $3.24K
|
14.7K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.74K- 94.48% |
$138K - $139K
|
160
$8.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
8.85KNew |
$444K - $448K
|
8.85K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
198+ 9.02% |
$9.95K - $10K
|
2.39K
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
831+ 1.92% |
$41.7K - $42.1K
|
44.1K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10KNew |
$502K - $506K
|
10K
$509K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-32.1K- 51.34% |
$1.61M - $1.62M
|
30.4K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.4K+ 10.73% |
$574K - $578K
|
118K
$6M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1K- 18.18% |
$50.2K - $50.6K
|
4.5K
$229K
|
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-12.5K- 35.71% |
$628K - $633K
|
22.5K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.83KNew |
$243K - $244K
|
4.83K
$246K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.31K- 62.24% |
$367K - $370K
|
4.43K
$226K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
41.5K+ 334.05% |
$2.08M - $2.1M
|
53.9K
$2.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 28.18% |
$100K - $101K
|
5.1K
$259K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$489K - $493K
|
9.74K
$496K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-270K- 70.71% |
$13.6M - $13.7M
|
112K
$5.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
70.3K+ 92540.79% |
$3.53M - $3.56M
|
70.4K
$3.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-11.7K- 80.53% |
$590K - $594K
|
2.84K
$145K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.5K- 4.64% |
$126K - $127K
|
51.3K
$2.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 25.24% |
$82.8K - $83.4K
|
4.88K
$248K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
55.3KNew |
$2.78M - $2.8M
|
55.3K
$2.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4K+ 37.74% |
$201K - $202K
|
14.6K
$743K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 64.71% |
$553 - $557
|
6
$305
|
|