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 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.97K+ 34.36% |
$352K - $355K
|
27.3K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.22K+ 8.71% |
$61.7K - $62.2K
|
15.2K
$776K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.21% |
$909 - $917
|
8.7K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.99K+ 5.38% |
$151K - $152K
|
58.7K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31.1K+ 16.74% |
$1.57M - $1.58M
|
217K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.88K- 1.85% |
$94.9K - $95.6K
|
99.7K
$5.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
421K+ 15.54% |
$21.3M - $21.5M
|
3.13M
$159M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
435+ 2.49% |
$22K - $22.2K
|
17.9K
$911K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.88K- 56.47% |
$398K - $401K
|
6.07K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.56K+ 41.99% |
$281K - $283K
|
18.8K
$958K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-190- 1.66% |
$9.6K - $9.67K
|
11.3K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
119KNew |
$6.01M - $6.06M
|
119K
$6.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5+ 0.09% |
$253 - $255
|
5.7K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.68K+ 35.45% |
$388K - $391K
|
29.3K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-119- 0.24% |
$6.01K - $6.06K
|
49.1K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.07K- 4.94% |
$54.2K - $54.6K
|
20.6K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.16K- 22.57% |
$160K - $161K
|
10.8K
$552K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
278K+ 126.23% |
$14.1M - $14.2M
|
499K
$25.4M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14New |
$707 - $713
|
14
$713
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
129K+ 107.42% |
$6.5M - $6.55M
|
248K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.92% |
$354 - $356
|
771
$39.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.7K+ 103.23% |
$237K - $239K
|
9.25K
$471K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 20.28% |
$69.8K - $70.3K
|
8.19K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.32K- 3.36% |
$269K - $271K
|
153K
$7.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
98.4KNew |
$4.97M - $5.01M
|
98.4K
$5.01M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 5.8% |
$1.27M - $1.28M
|
458K
$23.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
88KNew |
$4.45M - $4.48M
|
88K
$4.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.56K+ 30.63% |
$129K - $131K
|
10.9K
$557K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
453+ 1.57% |
$22.9K - $23.1K
|
29.2K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-516- 1.92% |
$26.1K - $26.3K
|
26.4K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.77% |
$1.72K - $1.73K
|
4.45K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
34.8K+ 17.92% |
$1.76M - $1.77M
|
229K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-3.19K- 39.64% |
$161K - $163K
|
4.86K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.37K- 14.94% |
$271K - $274K
|
30.6K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
7.5KNew |
$379K - $382K
|
7.5K
$382K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.3K+ 45.75% |
$572K - $576K
|
36K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.19K+ 2.44% |
$60.3K - $60.8K
|
50.1K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.01K+ 1.11% |
$102K - $103K
|
183K
$9.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.85K- 7.19% |
$396K - $399K
|
101K
$5.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
18.9K+ 8.55% |
$953K - $960K
|
239K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.45K+ 133.61% |
$376K - $379K
|
13K
$663K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.4K+ 0.97% |
$121K - $122K
|
251K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
51.1K+ 59.31% |
$2.58M - $2.6M
|
137K
$6.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-356K- 34.38% |
$18M - $18.2M
|
680K
$34.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
503+ 0.39% |
$25.4K - $25.6K
|
131K
$6.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 1.31% |
$101 - $102
|
155
$7.89K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.7K- 11.83% |
$237K - $239K
|
35K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.48K- 4.94% |
$74.8K - $75.4K
|
28.5K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
142+ 0.71% |
$7.17K - $7.23K
|
20K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30.9K- 56.84% |
$1.56M - $1.57M
|
23.5K
$1.2M
|