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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10KNew |
$505K - $511K
|
10K
$510K
|
|
|
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 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
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-357- 5.06% |
$18K - $18.2K
|
6.7K
$340K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.95KNew |
$199K - $201K
|
3.95K
$201K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.48KNew |
$74.4K - $75.3K
|
1.48K
$75.2K
|
|
|
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 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.67KNew |
$235K - $238K
|
4.67K
$237K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.4M - $2.41M
|
47.5K
$2.41M
|
|
|
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
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.23K+ 3.73% |
$214K - $214K
|
118K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.74% |
$263K - $264K
|
185K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.2KNew |
$464K - $466K
|
9.2K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
80KNew |
$4.04M - $4.05M
|
80K
$4.07M
|
|
|
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 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$305K
|
|
|
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
|
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 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2K- 14.29% |
$101K - $101K
|
12K
$610K
|
|
|
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
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.59K- 32.2% |
$433K - $435K
|
18.1K
$919K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.63K- 26.58% |
$183K - $184K
|
10K
$510K
|
|
|
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
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-474- 2.19% |
$23.9K - $24K
|
21.2K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$302K
|
|
|
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
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
296+ 2.7% |
$14.9K - $15K
|
11.3K
$572K
|
|
|
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 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 | |||||||
|
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
$221K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62.1KNew |
$3.13M - $3.15M
|
62.1K
$3.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12.5K- 13.2% |
$631K - $635K
|
82.2K
$4.18M
|
|
|
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
$910K
|
|