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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
26.9K+ 29.8% |
$1.36M - $1.37M
|
117K
$5.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.3KNew |
$370K - $371K
|
7.3K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-941- 2.43% |
$47.7K - $47.9K
|
37.8K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.79K+ 8.1% |
$90.4K - $90.9K
|
23.8K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10K+ 163.5% |
$507K - $510K
|
16.1K
$820K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.73K+ 7.01% |
$189K - $190K
|
56.9K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.53K+ 13.79% |
$331K - $332K
|
53.9K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
463K+ 395.81% |
$23.5M - $23.6M
|
581K
$29.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
99KNew |
$5.02M - $5.04M
|
99K
$5.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.11K+ 1.31% |
$56.4K - $56.7K
|
86.2K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.54KNew |
$230K - $231K
|
4.54K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2K- 4.01% |
$101K - $102K
|
47.9K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
322+ 6.85% |
$16.3K - $16.4K
|
5.02K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.76KNew |
$241K - $242K
|
4.76K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 10.68% |
$1.9M - $1.91M
|
390K
$19.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
129+ 0.81% |
$6.54K - $6.57K
|
16K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
16.6K+ 16.77% |
$840K - $843K
|
115K
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
31.9KNew |
$1.62M - $1.62M
|
31.9K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12.2K+ 66.13% |
$620K - $623K
|
30.7K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-23.5K- 30.56% |
$1.19M - $1.19M
|
53.3K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.66K+ 7.68% |
$186K - $186K
|
51.4K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-496- 0.4% |
$25.1K - $25.2K
|
124K
$6.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
689+ 10.9% |
$34.9K - $35.1K
|
7.01K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9.93KNew |
$503K - $505K
|
9.93K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
42+ 0.82% |
$2.13K - $2.14K
|
5.19K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.89K- 7.35% |
$146K - $147K
|
36.4K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-8.27K- 4.17% |
$419K - $421K
|
190K
$9.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$61K - $61.3K
|
35.8K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
17.1K+ 35.23% |
$868K - $872K
|
65.7K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
22.6K+ 53.15% |
$1.14M - $1.15M
|
65.1K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
955+ 1.28% |
$48.4K - $48.6K
|
75.4K
$3.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.39K+ 2.35% |
$223K - $224K
|
191K
$9.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.9K- 49.04% |
$604K - $606K
|
12.4K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20.4K+ 13.11% |
$1.03M - $1.04M
|
176K
$8.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.22K+ 2.32% |
$61.8K - $62K
|
53.8K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-22.2K- 17.86% |
$1.12M - $1.13M
|
102K
$5.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.85K+ 31.68% |
$93.7K - $94.1K
|
7.69K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-960- 2.91% |
$48.6K - $48.9K
|
32K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
16.4K+ 110.07% |
$831K - $835K
|
31.3K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 10.82% |
$530K - $533K
|
107K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-53- 0.19% |
$2.69K - $2.7K
|
27.7K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-4.53K- 5.73% |
$229K - $231K
|
74.5K
$3.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.66KNew |
$287K - $288K
|
5.66K
$288K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8.08K- 10.84% |
$409K - $411K
|
66.4K
$3.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-17.1K- 66.64% |
$865K - $869K
|
8.55K
$435K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
10.6K+ 52.13% |
$539K - $541K
|
31K
$1.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
26K+ 43.08% |
$1.32M - $1.32M
|
86.4K
$4.39M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
480+ 9.28% |
$24.3K - $24.4K
|
5.65K
$287K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
45.2K+ 11.57% |
$2.29M - $2.3M
|
436K
$22.2M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3.46K- 20.87% |
$175K - $176K
|
13.1K
$667K
|