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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
392+ 5.24% |
$19.9K - $20K
|
7.88K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
10.7K+ 123.34% |
$540K - $542K
|
19.3K
$981K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-649- 5.19% |
$32.9K - $33K
|
11.9K
$603K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
324+ 0.75% |
$16.4K - $16.5K
|
43.8K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-10.2K- 13.62% |
$519K - $521K
|
64.9K
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.67K+ 7.05% |
$84.6K - $84.9K
|
25.3K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 14.03% |
$110K - $110K
|
17.6K
$896K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-13K- 44.98% |
$658K - $660K
|
15.9K
$807K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
788+ 0.16% |
$40K - $40.1K
|
491K
$25M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$964 - $967
|
19
$966
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.94K+ 36.14% |
$149K - $150K
|
11.1K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-32K- 43.96% |
$1.62M - $1.63M
|
40.8K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
179K+ 20.82% |
$9.06M - $9.1M
|
1.04M
$52.7M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
299+ 0.92% |
$15.2K - $15.2K
|
32.7K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-983- 5.81% |
$49.9K - $50.1K
|
15.9K
$810K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-394- 5.4% |
$20K - $20.1K
|
6.9K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.43K- 17.68% |
$478K - $480K
|
43.9K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9.89K- 14.35% |
$501K - $503K
|
59K
$3M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.38KNew |
$374K - $376K
|
7.38K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
97+ 1.86% |
$4.92K - $4.94K
|
5.31K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
22K+ 5.56% |
$1.12M - $1.12M
|
418K
$21.3M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
22.6K+ 3.87% |
$1.15M - $1.15M
|
607K
$30.9M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-52.4K- 73.66% |
$2.66M - $2.67M
|
18.7K
$952K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 8.01% |
$52.4K - $52.7K
|
13.9K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-45.4K- 41.62% |
$2.3M - $2.31M
|
63.7K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.39K+ 88.68% |
$324K - $325K
|
13.6K
$692K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.4K+ 17.22% |
$1.19M - $1.19M
|
160K
$8.12M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-397- 1.45% |
$20.1K - $20.2K
|
26.9K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
865+ 4.91% |
$43.9K - $44K
|
18.5K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.42KNew |
$224K - $225K
|
4.42K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.67K+ 13.6% |
$287K - $288K
|
47.3K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
597+ 5.47% |
$30.3K - $30.4K
|
11.5K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-221- 22.44% |
$11.2K - $11.3K
|
764
$38.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1K+ 21.39% |
$50.7K - $50.9K
|
5.68K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.9K+ 2.84% |
$753K - $756K
|
538K
$27.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
16.9K+ 4.77% |
$860K - $863K
|
372K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-19.2K- 29.53% |
$976K - $980K
|
45.9K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
298+ 93.42% |
$15.1K - $15.2K
|
617
$31.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-133K- 54.97% |
$6.75M - $6.78M
|
109K
$5.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 8.06% |
$656K - $658K
|
173K
$8.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
59.4K+ 189.78% |
$3.01M - $3.02M
|
90.7K
$4.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-802- 11.44% |
$40.7K - $40.8K
|
6.21K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.35K- 11.69% |
$68.5K - $68.7K
|
10.2K
$519K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-76.7K- 40.01% |
$3.89M - $3.91M
|
115K
$5.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.2KNew |
$569K - $571K
|
11.2K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
13.9K+ 50.1% |
$704K - $707K
|
41.6K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.88K- 8.51% |
$349K - $350K
|
73.9K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-291- 4.37% |
$14.8K - $14.8K
|
6.37K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-20- 0.12% |
$1.01K - $1.02K
|
17.1K
$867K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
225K+ 102.9% |
$11.4M - $11.5M
|
444K
$22.6M
|