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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131K+ 54.24% |
$6.62M - $6.65M
|
372K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19- 0.01% |
$963 - $967
|
175K
$8.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-148- 1.84% |
$7.5K - $7.53K
|
7.89K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 22.13% |
$63.3K - $63.6K
|
4.4K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.32K- 2.64% |
$66.7K - $67K
|
48.5K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.22K- 6.06% |
$467K - $469K
|
143K
$7.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
644New |
$32.6K - $32.8K
|
644
$32.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.98K- 18.61% |
$100K - $101K
|
8.64K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48K+ 5.56% |
$2.43M - $2.45M
|
913K
$46.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-121- 0.49% |
$6.13K - $6.16K
|
24.5K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.2K+ 24.95% |
$263K - $265K
|
26K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.73K+ 5.67% |
$442K - $444K
|
163K
$8.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 10.6% |
$143K - $144K
|
29.5K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-168K- 43.48% |
$8.52M - $8.56M
|
219K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21K- 2.23% |
$1.06M - $1.07M
|
919K
$46.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
18.2KNew |
$921K - $925K
|
18.2K
$924K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$322K - $323K
|
6.35K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11.6KNew |
$588K - $590K
|
11.6K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
14.2K+ 10.88% |
$722K - $725K
|
145K
$7.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
39.7KNew |
$2.01M - $2.02M
|
39.7K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
424New |
$21.5K - $21.6K
|
424
$21.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.6KNew |
$132K - $132K
|
2.6K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13+ 0.31% |
$659 - $662
|
4.25K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
483K+ 25.2% |
$24.5M - $24.6M
|
2.4M
$122M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
525+ 2.62% |
$26.6K - $26.7K
|
20.6K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
403K+ 20.91% |
$20.4M - $20.5M
|
2.33M
$118M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.12K+ 18.9% |
$107K - $108K
|
13.3K
$678K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-496- 0.71% |
$25.1K - $25.2K
|
69.7K
$3.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.15K+ 13.08% |
$160K - $161K
|
27.3K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
51.6K+ 45.64% |
$2.61M - $2.63M
|
165K
$8.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.39KNew |
$425K - $427K
|
8.39K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-7.55K- 23.25% |
$383K - $384K
|
24.9K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
12.7KNew |
$644K - $647K
|
12.7K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
3.57KNew |
$181K - $182K
|
3.57K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.5K- 29.51% |
$531K - $533K
|
25K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.98K+ 25.12% |
$202K - $203K
|
19.8K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
17.1KNew |
$868K - $872K
|
17.1K
$870K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
51.7K+ 163.46% |
$2.62M - $2.63M
|
83.3K
$4.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.13K+ 4.19% |
$462K - $464K
|
227K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.9K- 20.76% |
$198K - $199K
|
14.9K
$757K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
17.9K+ 7.98% |
$907K - $911K
|
242K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.53K+ 11.88% |
$77.7K - $78K
|
14.4K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-162- 1.48% |
$8.21K - $8.25K
|
10.8K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.41K- 3.18% |
$173K - $174K
|
104K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.33K- 22.08% |
$67.1K - $67.4K
|
4.68K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.54K- 3.91% |
$281K - $282K
|
136K
$6.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
17.8KNew |
$903K - $907K
|
17.8K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.14KNew |
$463K - $465K
|
9.14K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.21K+ 21.81% |
$112K - $112K
|
12.3K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.38K+ 9.64% |
$222K - $223K
|
49.9K
$2.53M
|