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 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-10.4K- 6.89% |
$526K - $529K
|
141K
$7.17M
|
|
|
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
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 33.06% |
$104K - $104K
|
4.15K
$211K
|
|
|
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
|
Tfc Financial Management
|
SELL
|
- |
-719- 19.49% |
$36.3K - $36.5K
|
2.97K
$151K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
557+ 0.6% |
$28.1K - $28.3K
|
93.3K
$4.75M
|
|
|
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
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-36.6K- 68.57% |
$1.84M - $1.86M
|
16.8K
$853K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
195New |
$9.84K - $9.9K
|
195
$9.93K
|
|
|
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 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$50.5K - $50.8K
|
1K
$50.9K
|
|
|
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
$381K
|
|
|
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
$965K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
66.9KNew |
$3.36M - $3.39M
|
66.9K
$3.41M
|
|
|
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
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.74K- 94.48% |
$138K - $139K
|
160
$8.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
8.85KNew |
$444K - $448K
|
8.85K
$450K
|
|
|
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
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1K- 18.18% |
$50.2K - $50.6K
|
4.5K
$229K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 28.18% |
$100K - $101K
|
5.1K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.83KNew |
$243K - $244K
|
4.83K
$246K
|
|
|
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
$3.59M
|
|
|
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
|
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
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
124KNew |
$6.2M - $6.25M
|
124K
$6.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$209K - $210K
|
4.15K
$211K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.85K+ 30.93% |
$93K - $93.7K
|
7.84K
$399K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
11.6K+ 30.77% |
$581K - $585K
|
49.1K
$2.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
107New |
$5.38K - $5.42K
|
107
$5.45K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22.5K- 99.13% |
$1.13M - $1.14M
|
198
$10.1K
|
|
| 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
$75.4K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8.87KNew |
$445K - $450K
|
8.87K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-472- 5.07% |
$23.7K - $23.9K
|
8.84K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-34.8K- 7.75% |
$1.75M - $1.76M
|
414K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.1K- 32.48% |
$106K - $107K
|
4.37K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-30.7K- 79.47% |
$1.54M - $1.56M
|
7.93K
$404K
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-102K- 68.77% |
$5.13M - $5.17M
|
46.3K
$2.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.8KNew |
$692K - $699K
|
13.8K
$702K
|
|