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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
831+ 1.92% |
$41.7K - $42.1K
|
44.1K
$2.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10KNew |
$502K - $506K
|
10K
$506K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-32.1K- 51.34% |
$1.61M - $1.62M
|
30.4K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1K- 18.18% |
$50.2K - $50.6K
|
4.5K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.4K+ 10.73% |
$574K - $578K
|
118K
$5.97M
|
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-12.5K- 35.71% |
$628K - $633K
|
22.5K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 28.18% |
$100K - $101K
|
5.1K
$258K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.31K- 62.24% |
$367K - $370K
|
4.43K
$224K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.83KNew |
$243K - $244K
|
4.83K
$245K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$489K - $493K
|
9.74K
$493K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-270K- 70.71% |
$13.6M - $13.7M
|
112K
$5.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
70.3K+ 92540.79% |
$3.53M - $3.56M
|
70.4K
$3.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-11.7K- 80.53% |
$590K - $594K
|
2.84K
$144K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.5K- 4.64% |
$126K - $127K
|
51.3K
$2.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 25.24% |
$82.8K - $83.4K
|
4.88K
$247K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
55.3KNew |
$2.78M - $2.8M
|
55.3K
$2.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4K+ 37.74% |
$201K - $202K
|
14.6K
$739K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
124KNew |
$6.2M - $6.25M
|
124K
$6.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$209K - $210K
|
4.15K
$210K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.85K+ 30.93% |
$93K - $93.7K
|
7.84K
$397K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
11.6K+ 30.77% |
$581K - $585K
|
49.1K
$2.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
107New |
$5.38K - $5.42K
|
107
$5.42K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22.5K- 99.13% |
$1.13M - $1.14M
|
198
$10K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.88KClosed |
$295K - $298K
|
0
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.48KNew |
$74.4K - $75.1K
|
1.48K
$74.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-30.7K- 79.47% |
$1.54M - $1.56M
|
7.93K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.16KNew |
$310K - $313K
|
6.16K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8.87KNew |
$445K - $450K
|
8.87K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.1K- 32.48% |
$106K - $107K
|
4.37K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-472- 5.07% |
$23.7K - $23.9K
|
8.84K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-34.8K- 7.75% |
$1.75M - $1.76M
|
414K
$21M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-102K- 68.77% |
$5.13M - $5.17M
|
46.3K
$2.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.8KNew |
$692K - $699K
|
13.8K
$698K
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.99KNew |
$200K - $202K
|
3.99K
$202K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46KNew |
$2.31M - $2.33M
|
46K
$2.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-19K- 15.4% |
$955K - $964K
|
104K
$5.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
65.2KNew |
$3.28M - $3.31M
|
65.2K
$3.3M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.81K- 25.9% |
$292K - $295K
|
16.6K
$842K
|
|
|
Nov 04, 2022
Q3 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
5.88KNew |
$295K - $298K
|
5.88K
$297K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.24K+ 30.7% |
$62.3K - $62.8K
|
5.28K
$267K
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
11.8KNew |
$590K - $596K
|
11.8K
$595K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
925New |
$46.5K - $46.9K
|
925
$46.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
8.36K+ 1.2% |
$420K - $424K
|
708K
$35.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$101 - $101
|
12K
$606K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-80.4KClosed |
$4.04M - $4.08M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
166+ 0.99% |
$8.34K - $8.42K
|
16.9K
$856K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-686- 40.81% |
$34.5K - $34.8K
|
995
$50.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-250- 0.16% |
$12.6K - $12.7K
|
160K
$8.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
46.4KNew |
$2.33M - $2.35M
|
46.4K
$2.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
512+ 12.22% |
$25.7K - $26K
|
4.7K
$238K
|
|