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 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 64.61% |
$800K - $806K
|
40.3K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-246K- 51.79% |
$12.5M - $12.6M
|
229K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
232New |
$11.7K - $11.8K
|
232
$11.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.5K+ 13.53% |
$1.99M - $2.01M
|
331K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97.1K- 31.29% |
$4.91M - $4.95M
|
213K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.4K+ 103.19% |
$1.29M - $1.3M
|
50.1K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 3.08% |
$52.7K - $53.2K
|
32.8K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
81+ 0.76% |
$4.09K - $4.12K
|
10.7K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5KNew |
$1.09M - $1.1M
|
21.5K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
260K+ 8.46% |
$13.1M - $13.2M
|
3.33M
$169M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.6K+ 14.45% |
$787K - $793K
|
123K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.6K+ 11.22% |
$635K - $640K
|
125K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.5K+ 18.93% |
$126K - $127K
|
15.7K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.07K+ 113.54% |
$357K - $360K
|
13.3K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.91K+ 47.5% |
$197K - $199K
|
12.1K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.2K+ 13.53% |
$2.74M - $2.76M
|
455K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.8K- 4.52% |
$192K - $193K
|
80.3K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
553K+ 149.3% |
$27.9M - $28.1M
|
923K
$47M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.39K+ 103.26% |
$424K - $427K
|
16.5K
$841K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.83K+ 1.57% |
$194K - $195K
|
248K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 0.62% |
$169K - $170K
|
542K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29.6K+ 137.28% |
$1.5M - $1.51M
|
51.2K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.4K+ 30.24% |
$2.14M - $2.16M
|
183K
$9.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.2K+ 13.85% |
$2.03M - $2.05M
|
331K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2K+ 20.44% |
$101K - $102K
|
11.8K
$600K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.71K- 1.63% |
$86.2K - $86.9K
|
103K
$5.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 0.76% |
$909 - $917
|
2.4K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465K+ 14.77% |
$23.5M - $23.7M
|
3.61M
$184M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
661+ 4.21% |
$33.4K - $33.7K
|
16.4K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.85K+ 60.62% |
$245K - $247K
|
12.9K
$655K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
56.6K+ 47.23% |
$2.86M - $2.88M
|
176K
$8.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
90.7KNew |
$4.58M - $4.62M
|
90.7K
$4.62M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.6K- 51.26% |
$890K - $897K
|
16.7K
$853K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-43.5K- 9.05% |
$2.2M - $2.22M
|
438K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
6.33K+ 59.31% |
$320K - $322K
|
17K
$865K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14.7K+ 22.57% |
$740K - $746K
|
79.6K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.91KNew |
$349K - $352K
|
6.91K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$50.5 - $50.9
|
1
$50.9
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.3K+ 472.93% |
$3.45M - $3.48M
|
82.7K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.43K+ 10.65% |
$275K - $277K
|
56.4K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-692- 5.61% |
$35K - $35.2K
|
11.6K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.83K+ 28.48% |
$92.3K - $93K
|
8.24K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-88.5K- 9.81% |
$4.47M - $4.51M
|
814K
$41.4M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
91.2KNew |
$4.61M - $4.64M
|
91.2K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
360+ 1.04% |
$18.2K - $18.3K
|
35K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 45.23% |
$739K - $745K
|
17.7K
$902K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
157K+ 66.17% |
$7.93M - $7.99M
|
394K
$20.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.98K+ 10.32% |
$99.8K - $101K
|
21.1K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
794+ 5.95% |
$40.1K - $40.4K
|
14.1K
$720K
|