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 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
30.3K+ 15.91% |
$1.54M - $1.54M
|
221K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.76K- 0.97% |
$89.5K - $89.8K
|
181K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.1K+ 56.93% |
$2.04M - $2.04M
|
111K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.13K+ 0.46% |
$57.3K - $57.5K
|
248K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
949+ 23.03% |
$48.1K - $48.3K
|
5.07K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
223K+ 32.02% |
$11.3M - $11.3M
|
919K
$46.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.67K+ 23.55% |
$237K - $238K
|
24.5K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
664+ 156.6% |
$33.7K - $33.8K
|
1.09K
$55.3K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-214- 4.57% |
$10.9K - $10.9K
|
4.47K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
104KNew |
$5.3M - $5.32M
|
104K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.48K+ 5.12% |
$126K - $126K
|
51K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7K- 33.3% |
$355K - $356K
|
14K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.66K+ 77.73% |
$237K - $237K
|
10.7K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.95KNew |
$98.9K - $99.3K
|
1.95K
$99.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-139- 0.98% |
$7.05K - $7.08K
|
14K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17.2K- 12.56% |
$873K - $876K
|
120K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
47.2K+ 128.09% |
$2.39M - $2.4M
|
84.1K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
26.4K+ 143.05% |
$1.34M - $1.35M
|
44.9K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
950+ 42.91% |
$48.2K - $48.4K
|
3.16K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-202K- 29.54% |
$10.2M - $10.3M
|
481K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68.5K+ 30.71% |
$3.48M - $3.49M
|
292K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.86K+ 79.38% |
$297K - $299K
|
13.3K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.98K+ 15.84% |
$100K - $101K
|
14.4K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.41K- 3.01% |
$71.3K - $71.5K
|
45.3K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.14K- 4.1% |
$109K - $109K
|
50.1K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
134K+ 17.51% |
$6.82M - $6.85M
|
902K
$45.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.1K+ 35.65% |
$1.02M - $1.02M
|
76.5K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5+ 0.09% |
$254 - $255
|
5.69K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
310KNew |
$15.7M - $15.8M
|
310K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.62K- 7.76% |
$285K - $286K
|
66.8K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
57.6K+ 58.19% |
$2.92M - $2.93M
|
157K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.23K+ 17.4% |
$113K - $113K
|
15K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.44K- 14.48% |
$174K - $175K
|
20.3K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
405K+ 44.08% |
$20.5M - $20.6M
|
1.32M
$67.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
499+ 6.65% |
$25.3K - $25.4K
|
8.01K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6+ 0.05% |
$304 - $306
|
12.3K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
500+ 10.42% |
$25.4K - $25.5K
|
5.3K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.2K+ 14.28% |
$1.18M - $1.18M
|
186K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 46.6% |
$104K - $104K
|
6.45K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
46.6KNew |
$2.36M - $2.37M
|
46.6K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.72KNew |
$239K - $240K
|
4.72K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40K+ 6.64% |
$2.03M - $2.04M
|
643K
$32.7M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.7% |
$609 - $611
|
1.73K
$88.1K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.81K- 6.28% |
$346K - $347K
|
102K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10.6KNew |
$538K - $540K
|
10.6K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.6K+ 26.07% |
$2.31M - $2.32M
|
220K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.9K+ 8.77% |
$147K - $148K
|
35.9K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 0.76% |
$913 - $917
|
2.38K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.5K- 11.26% |
$76.2K - $76.5K
|
11.8K
$602K
|