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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
49.5K+ 8.03% |
$2.51M - $2.52M
|
665K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.28K- 4.39% |
$369K - $371K
|
158K
$8.06M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
110K+ 25.02% |
$5.56M - $5.58M
|
548K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 347.69% |
$1.27M - $1.28M
|
32.4K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 40.92% |
$509K - $511K
|
34.6K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.63K+ 20.66% |
$82.7K - $83K
|
9.52K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.83K+ 14.95% |
$498K - $500K
|
75.5K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.5K+ 20.85% |
$178K - $178K
|
20.3K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-867- 9.65% |
$44K - $44.1K
|
8.12K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
13.7K+ 302.07% |
$696K - $698K
|
18.3K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
30.5KNew |
$1.55M - $1.55M
|
30.5K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-52.4K- 5.74% |
$2.66M - $2.67M
|
861K
$43.8M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.8KNew |
$647K - $649K
|
12.8K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
24+ 0.14% |
$1.22K - $1.22K
|
17K
$866K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.25K- 21.46% |
$419K - $420K
|
30.2K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-744- 8.83% |
$37.7K - $37.9K
|
7.68K
$391K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.33K+ 12.79% |
$67.6K - $67.9K
|
11.8K
$598K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
463+ 5.96% |
$23.5K - $23.6K
|
8.23K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.89K+ 3.79% |
$95.8K - $96.1K
|
51.7K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25+ 119.05% |
$1.27K - $1.27K
|
46
$2.34K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
47.7K+ 894.17% |
$2.42M - $2.43M
|
53K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 9.06% |
$1.82M - $1.83M
|
433K
$22M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12K+ 59.4% |
$609K - $611K
|
32.2K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
62.2KNew |
$3.16M - $3.17M
|
62.2K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.45KNew |
$277K - $278K
|
5.45K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-672- 0.9% |
$34.1K - $34.2K
|
73.9K
$3.76M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-291- 25.87% |
$14.8K - $14.8K
|
834
$42.4K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-48.9K- 84.11% |
$2.48M - $2.49M
|
9.24K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.59KNew |
$385K - $386K
|
7.59K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.31K+ 7.16% |
$117K - $118K
|
34.6K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
120+ 1.31% |
$6.09K - $6.11K
|
9.25K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-500- 8.77% |
$25.4K - $25.5K
|
5.2K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.08K- 16.2% |
$54.6K - $54.8K
|
5.57K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-624- 7.22% |
$31.6K - $31.8K
|
8.02K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 70.53% |
$8.12M - $8.15M
|
387K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33.2K+ 506.58% |
$1.68M - $1.69M
|
39.7K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
309+ 7.27% |
$15.7K - $15.7K
|
4.56K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 17.33% |
$72.4K - $72.7K
|
6.81K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-55.1K- 69.82% |
$2.79M - $2.81M
|
23.8K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
220KNew |
$11.2M - $11.2M
|
220K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12.1K+ 48.3% |
$613K - $615K
|
37.1K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.36K- 8.54% |
$69.1K - $69.4K
|
14.6K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
4K+ 3.99% |
$203K - $204K
|
104K
$5.31M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.51KNew |
$229K - $230K
|
4.51K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
440New |
$22.3K - $22.4K
|
440
$22.4K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
840+ 20.51% |
$42.6K - $42.8K
|
4.94K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
27+ 0.37% |
$1.37K - $1.37K
|
7.33K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-9.15K- 12.48% |
$464K - $466K
|
64.1K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.9KNew |
$805K - $809K
|
15.9K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
392+ 6.39% |
$19.9K - $20K
|
6.53K
$332K
|