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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.37K+ 12.27% |
$120K - $120K
|
21.7K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.42KNew |
$325K - $327K
|
6.42K
$326K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.85K+ 19.11% |
$398K - $400K
|
48.9K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
93+ 0.73% |
$4.72K - $4.74K
|
12.8K
$651K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-210- 50.0% |
$10.7K - $10.7K
|
210
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.88K- 21.09% |
$95.4K - $95.8K
|
7.04K
$358K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
77+ 0.46% |
$3.91K - $3.92K
|
16.9K
$859K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.04KNew |
$408K - $409K
|
8.04K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
6K+ 11.14% |
$304K - $306K
|
59.9K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$5.07K - $5.09K
|
100
$5.09K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
551+ 4.48% |
$27.9K - $28.1K
|
12.8K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
126K+ 160.07% |
$6.42M - $6.44M
|
206K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-800Closed |
$40.6K - $40.7K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
22.5K+ 25.87% |
$1.14M - $1.14M
|
109K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.01K- 3.53% |
$305K - $306K
|
164K
$8.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-2.65K- 11.31% |
$135K - $135K
|
20.8K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
63+ 0.95% |
$3.2K - $3.21K
|
6.67K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
6.92K+ 6.65% |
$351K - $352K
|
111K
$5.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
185K+ 60.54% |
$9.36M - $9.4M
|
489K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.11K+ 16.35% |
$107K - $108K
|
15K
$765K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-3.96K- 28.84% |
$201K - $202K
|
9.77K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
248+ 1.57% |
$12.6K - $12.6K
|
16.1K
$819K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
14.1K+ 38.79% |
$713K - $716K
|
50.3K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.92K- 3.11% |
$199K - $199K
|
122K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.74K- 15.37% |
$88.2K - $88.5K
|
9.58K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
79+ 1.43% |
$4.01K - $4.02K
|
5.61K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
14.7K+ 44.58% |
$744K - $747K
|
47.6K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.53K+ 10.65% |
$77.6K - $77.9K
|
15.9K
$808K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.14K+ 31.59% |
$311K - $313K
|
25.6K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
40.3KNew |
$2.04M - $2.05M
|
40.3K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.4K+ 19.88% |
$883K - $886K
|
105K
$5.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.27K- 21.65% |
$166K - $166K
|
11.8K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
57.7K+ 42.3% |
$2.93M - $2.94M
|
194K
$9.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-840- 1.54% |
$42.6K - $42.8K
|
53.8K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
6.74K+ 96.13% |
$342K - $343K
|
13.7K
$699K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.73K+ 27.32% |
$341K - $343K
|
31.4K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
41.9K+ 9.62% |
$2.13M - $2.14M
|
478K
$24.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-752- 5.77% |
$38.1K - $38.3K
|
12.3K
$625K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 9.95% |
$124K - $124K
|
26.9K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.61KNew |
$234K - $235K
|
4.61K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
4.4K+ 6.76% |
$223K - $224K
|
69.5K
$3.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.83K- 12.23% |
$194K - $195K
|
27.5K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
14+ 0.17% |
$710 - $713
|
8.47K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-709- 3.9% |
$36K - $36.1K
|
17.5K
$888K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-1.18K- 16.69% |
$60K - $60.2K
|
5.9K
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$76.1K - $76.4K
|
1.5K
$76.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.85K+ 98.1% |
$246K - $247K
|
9.78K
$498K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.91K+ 2.14% |
$97.1K - $97.5K
|
91.2K
$4.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.75% |
$304 - $306
|
810
$41.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.54KNew |
$382K - $384K
|
7.54K
$384K
|