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 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-154- 0.96% |
$7.78K - $7.84K
|
16K
$813K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
8.31K+ 8.17% |
$420K - $423K
|
110K
$5.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
16.5K+ 88.09% |
$833K - $840K
|
35.2K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53K+ 83.91% |
$2.68M - $2.7M
|
116K
$5.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.18K- 13.68% |
$59.5K - $60K
|
7.43K
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15.2K+ 73.79% |
$766K - $772K
|
35.7K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
11K+ 10.05% |
$555K - $560K
|
120K
$6.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-95.4K- 80.41% |
$4.82M - $4.86M
|
23.2K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.08K- 19.24% |
$54.5K - $54.9K
|
4.53K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-101- 0.45% |
$5.1K - $5.14K
|
22.6K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.09KNew |
$257K - $259K
|
5.09K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-463- 0.67% |
$23.4K - $23.6K
|
68.7K
$3.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.7K- 1.9% |
$389K - $392K
|
397K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
28K+ 69.54% |
$1.42M - $1.43M
|
68.3K
$3.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.09MNew |
$55.1M - $55.5M
|
1.09M
$55.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
24.7K+ 120.05% |
$1.25M - $1.26M
|
45.3K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-620- 7.42% |
$31.3K - $31.6K
|
7.74K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
4.94K+ 32.83% |
$249K - $251K
|
20K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-9.13K- 7.47% |
$461K - $465K
|
113K
$5.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
300+ 2.97% |
$15.2K - $15.3K
|
10.4K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.64K- 11.13% |
$234K - $236K
|
37K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-9.74K- 34.6% |
$492K - $496K
|
18.4K
$937K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-7.86K- 24.56% |
$397K - $400K
|
24.2K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.08KNew |
$105K - $106K
|
2.08K
$106K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-377- 8.18% |
$19K - $19.2K
|
4.23K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$344K - $346K
|
6.8K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.22K+ 12.47% |
$466K - $470K
|
83.2K
$4.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.55KNew |
$482K - $486K
|
9.55K
$486K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10.5K+ 11.58% |
$530K - $535K
|
101K
$5.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-835- 5.6% |
$42.2K - $42.5K
|
14.1K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.19K- 19.14% |
$60K - $60.5K
|
5.02K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.52K- 24.61% |
$228K - $230K
|
13.8K
$705K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
108+ 0.32% |
$5.46K - $5.5K
|
33.6K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 6.51% |
$1.22M - $1.23M
|
396K
$20.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-1.24K- 21.05% |
$62.7K - $63.2K
|
4.66K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
615+ 5.78% |
$31.1K - $31.3K
|
11.3K
$573K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
22.1K+ 25.33% |
$1.12M - $1.13M
|
109K
$5.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.85K+ 323.33% |
$245K - $247K
|
6.35K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-277- 2.16% |
$14K - $14.1K
|
12.6K
$640K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
52.1K+ 10.9% |
$2.63M - $2.65M
|
530K
$27M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.93KNew |
$199K - $200K
|
3.93K
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-33- 0.47% |
$1.67K - $1.68K
|
7.01K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-63.8K- 58.78% |
$3.22M - $3.25M
|
44.7K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
55.6K+ 75.34% |
$2.81M - $2.83M
|
130K
$6.59M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.82K+ 4.06% |
$142K - $144K
|
72.3K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
124+ 0.78% |
$6.26K - $6.31K
|
16K
$817K
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-933- 4.9% |
$47.1K - $47.5K
|
18.1K
$922K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
801New |
$40.5K - $40.8K
|
801
$40.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30.1K+ 519.36% |
$1.52M - $1.53M
|
35.9K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 158.76% |
$418K - $421K
|
13.5K
$686K
|