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 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
151K+ 33.51% |
$7.66M - $7.7M
|
603K
$30.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.91KNew |
$350K - $352K
|
6.91K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
162K+ 30.32% |
$8.2M - $8.24M
|
696K
$35.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-161- 1.15% |
$8.16K - $8.19K
|
13.8K
$700K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
78.7K+ 389.13% |
$3.99M - $4.01M
|
99K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.9K- 13.2% |
$2.68M - $2.69M
|
348K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
7.49K+ 10.18% |
$380K - $381K
|
81.1K
$4.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.69KNew |
$237K - $238K
|
4.69K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.55K+ 654800.0% |
$332K - $333K
|
6.55K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
127KNew |
$6.43M - $6.46M
|
127K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-602- 12.82% |
$30.5K - $30.6K
|
4.1K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.45K- 28.19% |
$226K - $227K
|
11.3K
$576K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 5.45% |
$109K - $110K
|
37.5K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.2K+ 6.2% |
$1.17M - $1.18M
|
397K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47.9K+ 39.22% |
$2.43M - $2.44M
|
170K
$8.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
91+ 1.23% |
$4.61K - $4.63K
|
7.49K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
7.3KNew |
$370K - $372K
|
7.3K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-86.2K- 36.88% |
$4.37M - $4.39M
|
148K
$7.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.62KNew |
$386K - $388K
|
7.62K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-138K- 26.83% |
$6.98M - $7.01M
|
376K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
66.5K+ 117.43% |
$3.37M - $3.38M
|
123K
$6.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.15K+ 10.11% |
$58.2K - $58.4K
|
12.5K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.14K- 4.86% |
$57.7K - $57.9K
|
22.3K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
438KNew |
$22.2M - $22.3M
|
438K
$22.3M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.2K- 28.59% |
$671K - $674K
|
33.1K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-16.8K- 13.14% |
$850K - $854K
|
111K
$5.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.59K+ 7.55% |
$131K - $132K
|
36.9K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
946+ 591.25% |
$47.9K - $48.2K
|
1.11K
$56.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-827- 13.01% |
$41.9K - $42.1K
|
5.53K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-105K- 35.4% |
$5.33M - $5.35M
|
192K
$9.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
768+ 1.81% |
$38.9K - $39.1K
|
43.1K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
72.4KNew |
$3.67M - $3.69M
|
72.4K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.2K- 6.29% |
$111K - $112K
|
32.7K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
77.1K+ 54.6% |
$3.9M - $3.92M
|
218K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 0.55% |
$69.4K - $69.7K
|
247K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34New |
$1.72K - $1.73K
|
34
$1.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.98K+ 36.29% |
$100K - $101K
|
7.44K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
858KNew |
$43.5M - $43.7M
|
858K
$43.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
142+ 3.86% |
$7.2K - $7.23K
|
3.82K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.1K+ 168.94% |
$2.54M - $2.55M
|
79.8K
$4.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
20.8K+ 8.69% |
$1.05M - $1.06M
|
260K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
14.7K+ 25.24% |
$743K - $746K
|
72.7K
$3.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.08K- 2.06% |
$105K - $106K
|
98.8K
$5.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
282+ 0.65% |
$14.3K - $14.4K
|
43.5K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.74K+ 1.73% |
$341K - $343K
|
396K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 12.64% |
$87.9K - $88.3K
|
15.5K
$785K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-21.9K- 5.76% |
$1.11M - $1.11M
|
358K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.82K- 13.46% |
$92.3K - $92.7K
|
11.7K
$595K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
7.08KNew |
$359K - $361K
|
7.08K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.46KNew |
$429K - $431K
|
8.46K
$430K
|