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 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
7.08KNew |
$359K - $361K
|
7.08K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.17K- 26.93% |
$211K - $212K
|
11.3K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.47K+ 14.69% |
$125K - $126K
|
19.3K
$980K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.34K+ 8.86% |
$169K - $170K
|
41.1K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.32K+ 18.99% |
$219K - $220K
|
27.1K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.74K+ 35.22% |
$88K - $88.4K
|
6.67K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
709+ 5.81% |
$35.9K - $36.1K
|
12.9K
$656K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-24K- 35.3% |
$1.22M - $1.22M
|
44.1K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.06K+ 38.84% |
$155K - $156K
|
10.9K
$556K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
885+ 2.81% |
$44.8K - $45K
|
32.4K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.57K+ 3.25% |
$79.4K - $79.8K
|
49.7K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-467- 4.87% |
$23.7K - $23.8K
|
9.13K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.11K+ 4.01% |
$158K - $158K
|
80.8K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.01K+ 4.66% |
$153K - $153K
|
67.6K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.06K+ 11.28% |
$155K - $156K
|
30.2K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.64KNew |
$235K - $236K
|
4.64K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
31.5K+ 24.74% |
$1.6M - $1.6M
|
159K
$8.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-465- 0.99% |
$23.6K - $23.7K
|
46.3K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 41.82% |
$736K - $739K
|
20.2K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-404- 1.27% |
$20.5K - $20.6K
|
31.3K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.75% |
$304 - $305
|
804
$40.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 24.07% |
$957K - $961K
|
97.4K
$4.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-27- 0.61% |
$1.37K - $1.37K
|
4.38K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.53K+ 8.86% |
$230K - $231K
|
55.7K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.96KNew |
$99.3K - $99.7K
|
1.96K
$99.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.75K- 4.95% |
$139K - $140K
|
52.8K
$2.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
68+ 0.32% |
$3.45K - $3.46K
|
21K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.63KNew |
$82.3K - $82.7K
|
1.63K
$82.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.93K+ 0.78% |
$402K - $403K
|
1.03M
$52.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-136- 0.8% |
$6.89K - $6.92K
|
16.9K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.87K+ 17.48% |
$94.7K - $95.1K
|
12.6K
$638K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.58K+ 97.13% |
$485K - $488K
|
19.4K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
496+ 10.38% |
$25.1K - $25.2K
|
5.27K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9K- 51.82% |
$456K - $458K
|
8.37K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
319New |
$16.2K - $16.2K
|
319
$16.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
61.2KNew |
$3.1M - $3.12M
|
61.2K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-402- 0.75% |
$20.4K - $20.5K
|
53.1K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8.34K- 2.79% |
$423K - $425K
|
291K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-745- 6.22% |
$37.7K - $37.9K
|
11.2K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-466- 1.2% |
$23.6K - $23.7K
|
38.5K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.72% |
$355 - $356
|
985
$50.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.01% |
$50.7 - $50.9
|
12.8K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-194- 2.92% |
$9.83K - $9.87K
|
6.45K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-6.2K- 1.05% |
$314K - $316K
|
584K
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
333+ 4.27% |
$16.9K - $16.9K
|
8.13K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.04K- 6.78% |
$52.9K - $53.1K
|
14.4K
$730K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
14+ 0.31% |
$709 - $713
|
4.48K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-12.1K- 14.14% |
$612K - $614K
|
73.3K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
650+ 11.5% |
$32.9K - $33.1K
|
6.3K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.13K- 17.45% |
$108K - $108K
|
10.1K
$512K
|