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 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-869- 13.03% |
$43.9K - $44.2K
|
5.8K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-19.4K- 76.39% |
$978K - $985K
|
5.98K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.9K+ 10.77% |
$852K - $859K
|
173K
$8.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.26K+ 8.48% |
$63.6K - $64.1K
|
16.1K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13+ 0.28% |
$657 - $662
|
4.58K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.97K- 24.9% |
$200K - $202K
|
12K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-33- 0.67% |
$1.67K - $1.68K
|
4.9K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
84.9K+ 22.79% |
$4.29M - $4.32M
|
457K
$23.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
23.2K+ 56.86% |
$1.17M - $1.18M
|
64K
$3.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.37K- 11.29% |
$271K - $273K
|
42.2K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
157K+ 142.36% |
$7.96M - $8.02M
|
268K
$13.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 14.36% |
$1.81M - $1.83M
|
214K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16K+ 60.71% |
$809K - $816K
|
42.4K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
224+ 20.59% |
$11.3K - $11.4K
|
1.31K
$66.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-135- 0.41% |
$6.82K - $6.87K
|
32.6K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-4K- 26.76% |
$202K - $204K
|
10.9K
$557K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.89K+ 11.11% |
$298K - $300K
|
58.9K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.71K+ 14.09% |
$137K - $138K
|
21.9K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.1K+ 18.71% |
$862K - $869K
|
108K
$5.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
36K+ 355.29% |
$1.82M - $1.83M
|
46.1K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.82K+ 155.45% |
$446K - $449K
|
14.5K
$738K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.94K- 18.71% |
$351K - $354K
|
30.2K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.14KNew |
$361K - $364K
|
7.14K
$364K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-319- 51.7% |
$16.1K - $16.2K
|
298
$15.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.92KNew |
$249K - $251K
|
4.92K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
59.2KNew |
$2.99M - $3.01M
|
59.2K
$3.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
929+ 11.79% |
$46.9K - $47.3K
|
8.81K
$449K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.98K- 54.0% |
$504K - $508K
|
8.5K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1K- 19.23% |
$50.5K - $50.9K
|
4.2K
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
203K+ 52.46% |
$10.3M - $10.3M
|
590K
$30.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.6K- 5.25% |
$80.8K - $81.5K
|
28.9K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.99K- 54.79% |
$151K - $152K
|
2.47K
$126K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.5K+ 24.26% |
$379K - $382K
|
38.4K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
834New |
$42.1K - $42.5K
|
834
$42.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-8.98K- 15.96% |
$454K - $457K
|
47.3K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.59K- 23.91% |
$181K - $183K
|
11.4K
$582K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.95% |
$101 - $102
|
212
$10.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 3.63% |
$960 - $967
|
504
$25.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-501- 49.85% |
$25.3K - $25.5K
|
504
$25.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9- 10.98% |
$455 - $458
|
73
$3.72K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.26K- 5.58% |
$63.4K - $63.9K
|
21.2K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.93K- 20.29% |
$97.6K - $98.3K
|
7.59K
$386K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.98KNew |
$99.8K - $101K
|
1.98K
$101K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
744+ 4.68% |
$37.6K - $37.9K
|
16.6K
$847K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
3K+ 30.51% |
$152K - $153K
|
12.8K
$654K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19.1K- 14.57% |
$963K - $971K
|
112K
$5.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.75% |
$657 - $662
|
1.75K
$88.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-5.75K- 6.46% |
$291K - $293K
|
83.3K
$4.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.8K+ 228.27% |
$1.61M - $1.62M
|
45.8K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
54.6KNew |
$2.76M - $2.78M
|
54.6K
$2.78M
|