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 |
|---|---|---|---|---|---|---|---|
|
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
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-21.4KClosed |
$1.08M - $1.09M
|
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 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 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.03KClosed |
$254K - $257K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.18KClosed |
$363K - $366K
|
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 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
$586K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
107KNew |
$5.47M - $5.48M
|
107K
$5.46M
|
|
|
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
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$601K - $601K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.01KNew |
$205K - $205K
|
4.01K
$204K
|
|
|
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
$498K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.28M - $1.28M
|
25K
$1.27M
|
|
| 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 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
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15KClosed |
$765K - $766K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.71KClosed |
$189K - $190K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-494Closed |
$25.2K - $25.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-58.7KClosed |
$2.99M - $3M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-50KClosed |
$2.55M - $2.55M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.3KClosed |
$66.3K - $66.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-59.4KClosed |
$3.03M - $3.04M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1KClosed |
$50K - $51K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-39.7KClosed |
$1.99M - $2.02M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.11KClosed |
$252K - $259K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 24, 2020
Q4 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.5KClosed |
$126K - $126K
|
0
$0
|
|