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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.8K+ 4.5% |
$394K - $397K
|
181K
$9.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-900- 0.86% |
$45.5K - $45.8K
|
103K
$5.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.4K+ 45.2% |
$1.08M - $1.09M
|
68.7K
$3.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
5.92K+ 13.82% |
$299K - $302K
|
48.8K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-12.3K- 7.83% |
$620K - $625K
|
144K
$7.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
8.25KNew |
$417K - $420K
|
8.25K
$420K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
999+ 12.43% |
$50.5K - $50.9K
|
9.04K
$460K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$229K - $230K
|
4.52K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.6K- 15.35% |
$434K - $438K
|
47.4K
$2.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.74% |
$303 - $306
|
816
$41.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 44.04% |
$538K - $543K
|
13.5K
$689K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
13KNew |
$659K - $664K
|
13K
$664K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.71KNew |
$490K - $494K
|
9.71K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19- 0.42% |
$960 - $967
|
4.49K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-482- 0.05% |
$24.4K - $24.5K
|
1.02M
$51.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
104K+ 64.99% |
$5.24M - $5.28M
|
263K
$13.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-8.28K- 20.25% |
$418K - $422K
|
32.6K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
702+ 7.44% |
$35.5K - $35.7K
|
10.1K
$516K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
88.4KNew |
$4.47M - $4.5M
|
88.4K
$4.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 139.83% |
$881K - $888K
|
29.9K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
18+ 0.21% |
$909 - $917
|
8.49K
$432K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
25.8K+ 15.27% |
$1.3M - $1.31M
|
195K
$9.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.6K+ 43.4% |
$1.4M - $1.41M
|
91.3K
$4.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-4.16K- 4.95% |
$210K - $212K
|
79.9K
$4.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12.5K+ 6.0% |
$631K - $636K
|
221K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
67.3K+ 16.1% |
$3.4M - $3.43M
|
485K
$24.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-342- 2.34% |
$17.3K - $17.4K
|
14.3K
$726K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14.6K+ 11.58% |
$736K - $741K
|
140K
$7.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
792+ 1.57% |
$40K - $40.3K
|
51.1K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14.9K+ 90.7% |
$753K - $759K
|
31.4K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.26K+ 47.04% |
$114K - $115K
|
7.07K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
82K+ 9.97% |
$4.14M - $4.17M
|
904K
$46M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-884- 9.56% |
$44.7K - $45K
|
8.37K
$426K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
19.2K+ 15.67% |
$968K - $976K
|
141K
$7.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
11.6K+ 123.3% |
$584K - $589K
|
20.9K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
41K+ 98.11% |
$2.07M - $2.09M
|
82.7K
$4.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.54K- 1.79% |
$77.9K - $78.5K
|
84.8K
$4.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 27.47% |
$608K - $612K
|
55.8K
$2.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4K+ 80.0% |
$202K - $204K
|
9K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.12K+ 26.47% |
$107K - $108K
|
10.1K
$516K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.61K- 2.36% |
$81.2K - $81.8K
|
66.3K
$3.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.8K+ 145.76% |
$1M - $1.01M
|
33.4K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-4.7K- 23.86% |
$237K - $239K
|
15K
$764K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.97K+ 11.64% |
$99.6K - $100K
|
18.9K
$963K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.65K- 1.49% |
$83.4K - $84K
|
109K
$5.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.14K- 6.62% |
$108K - $109K
|
30.2K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
47+ 0.18% |
$2.37K - $2.39K
|
25.6K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.89K- 6.59% |
$196K - $198K
|
55.1K
$2.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
110+ 28.21% |
$5.56K - $5.6K
|
500
$25.5K
|