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 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.51K- 3.92% |
$127K - $128K
|
61.6K
$3.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
128K+ 26.12% |
$6.49M - $6.54M
|
620K
$31.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.56K+ 14.62% |
$382K - $385K
|
59.3K
$3.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.98K+ 37.33% |
$100K - $101K
|
7.28K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.02K+ 11.94% |
$102K - $103K
|
18.9K
$963K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28.7K+ 109.28% |
$1.45M - $1.46M
|
54.9K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
952+ 7.47% |
$48.1K - $48.5K
|
13.7K
$698K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
430+ 1.71% |
$21.7K - $21.9K
|
25.5K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
29.6KNew |
$1.49M - $1.51M
|
29.6K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
500+ 5.57% |
$25.3K - $25.5K
|
9.48K
$483K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12.9K+ 42.66% |
$651K - $656K
|
43.1K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 21.42% |
$201K - $202K
|
22.5K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
53.1K+ 312.05% |
$2.68M - $2.71M
|
70.1K
$3.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
20.4K+ 459.77% |
$1.03M - $1.04M
|
24.9K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
288K+ 234.72% |
$14.6M - $14.7M
|
411K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 12.33% |
$74K - $74.6K
|
13.3K
$680K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.07KNew |
$307K - $309K
|
6.07K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
414+ 414.0% |
$20.9K - $21.1K
|
514
$26.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.06K+ 6.57% |
$155K - $156K
|
49.7K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.41K- 21.3% |
$122K - $122K
|
8.89K
$452K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30+ 3.55% |
$1.52K - $1.53K
|
876
$44.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.17K- 3.24% |
$59.3K - $59.7K
|
35.1K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.3K+ 66.36% |
$65.7K - $66.2K
|
3.26K
$166K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-238K- 48.61% |
$12M - $12.1M
|
252K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-9- 0.02% |
$455 - $458
|
41.4K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3K+ 10.26% |
$152K - $153K
|
32.2K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
12.8K+ 5.85% |
$644K - $649K
|
231K
$11.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-4.9K- 24.45% |
$248K - $250K
|
15.1K
$771K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
642K+ 1217.74% |
$32.4M - $32.7M
|
694K
$35.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.8K- 14.67% |
$91K - $91.8K
|
10.5K
$534K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
6.05K+ 81.93% |
$305K - $308K
|
13.4K
$683K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 0.93% |
$603K - $608K
|
1.29M
$65.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-195K- 43.87% |
$9.83M - $9.91M
|
249K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-261- 1.53% |
$13.2K - $13.3K
|
16.8K
$855K
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-168- 2.69% |
$8.49K - $8.55K
|
6.08K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
51K+ 672.53% |
$2.58M - $2.6M
|
58.6K
$2.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
29K+ 49.08% |
$1.46M - $1.48M
|
88K
$4.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-41.9K- 36.4% |
$2.12M - $2.13M
|
73.2K
$3.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.32K- 22.74% |
$370K - $373K
|
24.9K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-160K- 27.37% |
$8.1M - $8.16M
|
425K
$21.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18.5K+ 16.21% |
$936K - $944K
|
133K
$6.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.93K- 4.26% |
$97.5K - $98.3K
|
43.4K
$2.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.04% |
$253 - $255
|
11.2K
$571K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-39- 0.86% |
$1.97K - $1.99K
|
4.51K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
82+ 1.36% |
$4.14K - $4.18K
|
6.13K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.53K- 0.59% |
$178K - $179K
|
592K
$30.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
903New |
$45.6K - $46K
|
903
$46K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.77KNew |
$342K - $345K
|
6.77K
$345K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-50- 0.49% |
$2.53K - $2.55K
|
10.1K
$517K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-37.1K- 15.85% |
$1.88M - $1.89M
|
197K
$10M
|