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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$685K - $690K
|
13.5K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 77.87% |
$657K - $662K
|
29.7K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.53KNew |
$432K - $435K
|
8.53K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-782- 8.01% |
$39.6K - $39.9K
|
8.98K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19+ 0.82% |
$962 - $968
|
2.35K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37K+ 6.71% |
$1.87M - $1.88M
|
588K
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.6K- 2.3% |
$81.1K - $81.6K
|
68.1K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-43.4K- 48.39% |
$2.2M - $2.21M
|
46.3K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
16K+ 4.39% |
$809K - $814K
|
380K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.6K+ 4.83% |
$1.24M - $1.25M
|
534K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
228+ 1.1% |
$11.5K - $11.6K
|
20.9K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-14.2K- 5.94% |
$717K - $722K
|
224K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-95- 37.11% |
$4.81K - $4.84K
|
161
$8.19K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.72K+ 12.95% |
$138K - $139K
|
23.7K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
141KNew |
$7.14M - $7.19M
|
141K
$7.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$50.6 - $51
|
1
$50.9
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9.18K+ 3.84% |
$465K - $468K
|
249K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.62K+ 20.34% |
$82.1K - $82.7K
|
9.6K
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.73K+ 17.38% |
$341K - $343K
|
45.5K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.76K- 8.0% |
$139K - $140K
|
31.7K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.7KNew |
$238K - $239K
|
4.7K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-100- 1.01% |
$5.06K - $5.1K
|
9.79K
$498K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 9.55% |
$8.5M - $8.55M
|
1.93M
$97.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
299+ 3.86% |
$15.1K - $15.2K
|
8.04K
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 55.57% |
$521K - $525K
|
8.24K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76.1K+ 20.29% |
$3.85M - $3.88M
|
451K
$23M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.48% |
$62K - $62.4K
|
83.7K
$4.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.86K- 17.01% |
$145K - $146K
|
13.9K
$709K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
378+ 0.16% |
$19.1K - $19.3K
|
234K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.68K- 3.26% |
$84.9K - $85.5K
|
49.8K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
361+ 1.55% |
$18.3K - $18.4K
|
23.6K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
36+ 0.82% |
$1.82K - $1.83K
|
4.41K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
784+ 13.38% |
$39.7K - $40K
|
6.64K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.57KNew |
$79.2K - $79.8K
|
1.57K
$79.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
35K+ 112.29% |
$1.77M - $1.78M
|
66.2K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-990- 10.8% |
$50.1K - $50.5K
|
8.18K
$416K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12.2KNew |
$618K - $622K
|
12.2K
$621K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-6.04K- 9.81% |
$306K - $308K
|
55.5K
$2.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-51K- 33.56% |
$2.58M - $2.6M
|
101K
$5.13M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
590New |
$29.9K - $30.1K
|
590
$30K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 84.01% |
$8.94M - $9M
|
387K
$19.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.89K- 3.95% |
$146K - $147K
|
70.2K
$3.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-2.56K- 1.06% |
$129K - $130K
|
239K
$12.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.65KNew |
$286K - $288K
|
5.65K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.12K- 15.51% |
$158K - $159K
|
17K
$865K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
152+ 0.78% |
$7.69K - $7.75K
|
19.6K
$997K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.91K+ 33.07% |
$198K - $199K
|
15.7K
$800K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.09K- 24.14% |
$106K - $107K
|
6.58K
$335K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.31% |
$152 - $153
|
978
$49.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
622+ 5.79% |
$31.5K - $31.7K
|
11.4K
$578K
|