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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
46KNew |
$2.31M - $2.33M
|
46K
$2.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-19K- 15.4% |
$955K - $964K
|
104K
$5.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.99KNew |
$200K - $202K
|
3.99K
$203K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
65.2KNew |
$3.28M - $3.31M
|
65.2K
$3.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
5.88KNew |
$295K - $298K
|
5.88K
$299K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.81K- 25.9% |
$292K - $295K
|
16.6K
$846K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.24K+ 30.7% |
$62.3K - $62.8K
|
5.28K
$269K
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
11.8KNew |
$590K - $596K
|
11.8K
$598K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
925New |
$46.5K - $46.9K
|
925
$47.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
8.36K+ 1.2% |
$420K - $424K
|
708K
$36M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$101 - $101
|
12K
$609K
|
|
|
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
$861K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-686- 40.81% |
$34.5K - $34.8K
|
995
$50.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-250- 0.16% |
$12.6K - $12.7K
|
160K
$8.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
46.4KNew |
$2.33M - $2.35M
|
46.4K
$2.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
512+ 12.22% |
$25.7K - $26K
|
4.7K
$239K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-522- 4.34% |
$26.2K - $26.5K
|
11.5K
$585K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-249KClosed |
$12.5M - $12.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-29.6KClosed |
$1.49M - $1.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-5.88KClosed |
$296K - $298K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-19.6K- 71.53% |
$988K - $994K
|
7.8K
$397K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 20.41% |
$50.4K - $50.7K
|
5.9K
$300K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-983- 7.43% |
$49.6K - $49.9K
|
12.3K
$624K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.9KClosed |
$1.21M - $1.21M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5KClosed |
$252K - $254K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-105KClosed |
$5.3M - $5.33M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-271K- 94.4% |
$13.7M - $13.8M
|
16.1K
$820K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
493New |
$24.9K - $25K
|
493
$25.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-80.1KClosed |
$4.04M - $4.06M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18.6KClosed |
$936K - $942K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.26KClosed |
$215K - $216K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-790- 15.13% |
$39.8K - $40.1K
|
4.43K
$226K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.8KNew |
$141K - $142K
|
2.8K
$143K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2- 0.04% |
$101 - $101
|
4.9K
$249K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-296- 2.09% |
$14.9K - $15K
|
13.9K
$707K
|
|
|
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
$255K
|
|
|
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
$54.4K
|
|
|
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
$55.6K
|
|
|
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
$20.2K
|
|
|
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
$252K
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-11.4KClosed |
$572K - $576K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.24KClosed |
$214K - $215K
|
0
$0
|
|