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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
387+ 3.2% |
$19.6K - $19.6K
|
12.5K
$632K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.69K+ 18.69% |
$85.5K - $85.8K
|
10.7K
$544K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-572- 0.48% |
$28.9K - $29K
|
118K
$5.99M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-16- 0.3% |
$809 - $812
|
5.33K
$270K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.71K- 9.58% |
$441K - $442K
|
82.3K
$4.17M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.78K+ 3.37% |
$140K - $141K
|
85.1K
$4.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-246- 2.93% |
$12.4K - $12.5K
|
8.16K
$414K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.44K+ 2.74% |
$72.6K - $72.8K
|
53.8K
$2.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
911+ 2.4% |
$46.1K - $46.2K
|
38.9K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.9K+ 4.05% |
$3.43M - $3.44M
|
1.74M
$88.4M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162K+ 400.51% |
$8.17M - $8.2M
|
202K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.13K- 28.29% |
$108K - $108K
|
5.39K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.44K+ 9.05% |
$326K - $327K
|
77.6K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.15K+ 9.98% |
$58K - $58.2K
|
12.6K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.62KNew |
$436K - $437K
|
8.62K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-9.42K- 8.67% |
$476K - $478K
|
99.1K
$5.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.1KNew |
$1.02M - $1.02M
|
20.1K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-100- 1.0% |
$5.06K - $5.08K
|
9.89K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.79K+ 58.15% |
$141K - $142K
|
7.59K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.3K+ 1147.9% |
$776K - $778K
|
16.7K
$845K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42KNew |
$2.12M - $2.13M
|
42K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.85KNew |
$498K - $500K
|
9.85K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-837- 8.36% |
$42.3K - $42.5K
|
9.18K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 0.87% |
$1.01K - $1.02K
|
2.33K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-26.3K- 26.18% |
$1.33M - $1.34M
|
74.3K
$3.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
406New |
$20.5K - $20.6K
|
406
$20.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.6K+ 2.51% |
$3.72M - $3.73M
|
3.01M
$153M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 14.19% |
$94.3K - $94.6K
|
15K
$761K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.1KNew |
$2.48M - $2.49M
|
49.1K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.9K- 15.64% |
$2.73M - $2.74M
|
291K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$538K - $540K
|
10.6K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.21K- 8.53% |
$162K - $163K
|
34.5K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.68KNew |
$338K - $339K
|
6.68K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.27KNew |
$469K - $470K
|
9.27K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-7.53K- 27.33% |
$381K - $382K
|
20K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 61.52% |
$5.55M - $5.56M
|
288K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.84K+ 22.42% |
$144K - $144K
|
15.5K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
123K+ 61.91% |
$6.2M - $6.23M
|
321K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-390- 0.35% |
$19.7K - $19.8K
|
112K
$5.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 16.95% |
$63.5K - $63.7K
|
6.15K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
700+ 1.26% |
$35.4K - $35.5K
|
56.4K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-104K- 7.81% |
$5.28M - $5.3M
|
1.23M
$62.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 3.5% |
$10.1K - $10.2K
|
5.52K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.9K- 24.06% |
$1.51M - $1.52M
|
94.3K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 30.1% |
$199K - $200K
|
9.15K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.3K+ 9.41% |
$4.57M - $4.58M
|
1.05M
$53.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.78K- 0.54% |
$141K - $141K
|
509K
$25.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
585+ 5.12% |
$29.6K - $29.7K
|
12K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.12KClosed |
$208K - $209K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
975New |
$49.3K - $49.5K
|
975
$49.4K
|