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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.55K- 36.62% |
$129K - $129K
|
4.42K
$225K
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$254K
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-9.24K- 56.38% |
$466K - $469K
|
7.15K
$364K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 4.3% |
$2.42K - $2.43K
|
1.07K
$54.3K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.01MClosed |
$50.8M - $51.1M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 0.91% |
$504 - $507
|
1.09K
$55.5K
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.71K- 6.47% |
$187K - $188K
|
53.7K
$2.73M
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.44KClosed |
$274K - $276K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 29.91% |
$8.52K - $8.57K
|
396
$20.1K
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
4.23KNew |
$213K - $215K
|
4.23K
$215K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
46New |
$2.32K - $2.33K
|
46
$2.34K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.94KNew |
$249K - $251K
|
4.94K
$251K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.24KClosed |
$214K - $215K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-11.4KClosed |
$572K - $576K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.26KClosed |
$215K - $216K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-11.3KClosed |
$568K - $571K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.15KClosed |
$109K - $110K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.91KClosed |
$450K - $455K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-60Closed |
$3.03K - $3.06K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-21.4KClosed |
$1.08M - $1.09M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-15.7KClosed |
$794K - $802K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-21.6KClosed |
$1.09M - $1.1M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.76KClosed |
$241K - $243K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.65KClosed |
$83.2K - $84K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-360- 48.0% |
$18.2K - $18.4K
|
390
$19.8K
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.03KClosed |
$254K - $257K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-81.1K- 87.34% |
$4.1M - $4.14M
|
11.8K
$598K
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.18KClosed |
$363K - $366K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.07KClosed |
$206K - $208K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.62KClosed |
$234K - $236K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
328New |
$16.6K - $16.7K
|
328
$16.7K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.6KClosed |
$439K - $439K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4Closed |
$204 - $204
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11.5KNew |
$587K - $588K
|
11.5K
$585K
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
107KNew |
$5.47M - $5.48M
|
107K
$5.45M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
700New |
$35.7K - $35.8K
|
700
$35.6K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.01KNew |
$205K - $205K
|
4.01K
$204K
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$601K - $601K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-78.6KClosed |
$4.01M - $4.02M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
9.78KNew |
$499K - $500K
|
9.78K
$497K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.28M - $1.28M
|
25K
$1.27M
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.11KNew |
$261K - $261K
|
5.11K
$260K
|
|
Q2 2021 | |||||||
Oct 19, 2021
Q2 2021
|
Next Capital Management LLC
|
SELL
|
- |
-3.95KClosed |
$202K - $202K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-62.4KClosed |
$3.18M - $3.19M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-2.59K- 32.12% |
$132K - $132K
|
5.47K
$278K
|
|
Aug 11, 2021
Q2 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-6.97KClosed |
$356K - $356K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-491Closed |
$25.1K - $25.1K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-8KClosed |
$408K - $409K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Terril Brothers, Inc.
|
SELL
|
- |
-5KClosed |
$255K - $255K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.71KClosed |
$189K - $190K
|
0
$0
|