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 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.62KNew |
$386K - $388K
|
7.62K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-138K- 26.83% |
$6.98M - $7.01M
|
376K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
66.5K+ 117.43% |
$3.37M - $3.38M
|
123K
$6.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.15K+ 10.11% |
$58.2K - $58.4K
|
12.5K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
438KNew |
$22.2M - $22.3M
|
438K
$22.2M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.2K- 28.59% |
$671K - $674K
|
33.1K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-16.8K- 13.14% |
$850K - $854K
|
111K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.59K+ 7.55% |
$131K - $132K
|
36.9K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
946+ 591.25% |
$47.9K - $48.2K
|
1.11K
$56K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-827- 13.01% |
$41.9K - $42.1K
|
5.53K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-105K- 35.4% |
$5.33M - $5.35M
|
192K
$9.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
768+ 1.81% |
$38.9K - $39.1K
|
43.1K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
72.4KNew |
$3.67M - $3.69M
|
72.4K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.2K- 6.29% |
$111K - $112K
|
32.7K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
77.1K+ 54.6% |
$3.9M - $3.92M
|
218K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 0.55% |
$69.4K - $69.7K
|
247K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.1K+ 168.94% |
$2.54M - $2.55M
|
79.8K
$4.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
142+ 3.86% |
$7.2K - $7.23K
|
3.82K
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
858KNew |
$43.5M - $43.7M
|
858K
$43.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.98K+ 36.29% |
$100K - $101K
|
7.44K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34New |
$1.72K - $1.73K
|
34
$1.72K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.08K- 2.06% |
$105K - $106K
|
98.8K
$5M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
14.7K+ 25.24% |
$743K - $746K
|
72.7K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
282+ 0.65% |
$14.3K - $14.4K
|
43.5K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.74K+ 1.73% |
$341K - $343K
|
396K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 12.64% |
$87.9K - $88.3K
|
15.5K
$782K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-21.9K- 5.76% |
$1.11M - $1.11M
|
358K
$18.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.82K- 13.46% |
$92.3K - $92.7K
|
11.7K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
8.46KNew |
$429K - $431K
|
8.46K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
7.08KNew |
$359K - $361K
|
7.08K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.17K- 26.93% |
$211K - $212K
|
11.3K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.47K+ 14.69% |
$125K - $126K
|
19.3K
$976K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.34K+ 8.86% |
$169K - $170K
|
41.1K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.32K+ 18.99% |
$219K - $220K
|
27.1K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.74K+ 35.22% |
$88K - $88.4K
|
6.67K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
885+ 2.81% |
$44.8K - $45K
|
32.4K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.06K+ 38.84% |
$155K - $156K
|
10.9K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-24K- 35.3% |
$1.22M - $1.22M
|
44.1K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
709+ 5.81% |
$35.9K - $36.1K
|
12.9K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.64KNew |
$235K - $236K
|
4.64K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.06K+ 11.28% |
$155K - $156K
|
30.2K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.01K+ 4.66% |
$153K - $153K
|
67.6K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.11K+ 4.01% |
$158K - $158K
|
80.8K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-467- 4.87% |
$23.7K - $23.8K
|
9.13K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.57K+ 3.25% |
$79.4K - $79.8K
|
49.7K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
31.5K+ 24.74% |
$1.6M - $1.6M
|
159K
$8.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-27- 0.61% |
$1.37K - $1.37K
|
4.38K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-404- 1.27% |
$20.5K - $20.6K
|
31.3K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 24.07% |
$957K - $961K
|
97.4K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.53K+ 8.86% |
$230K - $231K
|
55.7K
$2.82M
|