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 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
929+ 1.95% |
$46.9K - $47.3K
|
48.5K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.7K- 1.05% |
$338K - $341K
|
633K
$32.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
31.2K+ 101.56% |
$1.58M - $1.59M
|
61.9K
$3.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 4.55% |
$12K - $12.1K
|
5.45K
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
99+ 60.74% |
$5K - $5.04K
|
262
$13.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
73+ 0.17% |
$3.69K - $3.72K
|
44K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.75K- 5.97% |
$190K - $191K
|
59.1K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-297- 2.68% |
$15K - $15.1K
|
10.8K
$548K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
89+ 0.32% |
$4.5K - $4.53K
|
27.6K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.82K+ 15.19% |
$193K - $194K
|
28.9K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-44- 0.83% |
$2.22K - $2.24K
|
5.27K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3.49K- 10.68% |
$176K - $178K
|
29.2K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.78KNew |
$393K - $396K
|
7.78K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-7.94K- 14.75% |
$401K - $404K
|
45.9K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-155- 1.39% |
$7.83K - $7.89K
|
11K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-3.9K- 12.67% |
$197K - $199K
|
26.9K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.76KNew |
$89K - $89.7K
|
1.76K
$89.7K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.2K- 19.78% |
$111K - $112K
|
8.91K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-936- 13.56% |
$47.3K - $47.7K
|
5.97K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 21.06% |
$71.2K - $71.7K
|
8.1K
$412K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3.34K- 4.39% |
$169K - $170K
|
72.7K
$3.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
34.2K+ 32.62% |
$1.73M - $1.74M
|
139K
$7.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.16K- 4.34% |
$160K - $161K
|
69.7K
$3.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
638+ 7.59% |
$32.2K - $32.5K
|
9.04K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-131K- 63.71% |
$6.62M - $6.67M
|
74.6K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
617+ 13.06% |
$31.2K - $31.4K
|
5.34K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.49K+ 1.45% |
$378K - $381K
|
524K
$26.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.32K+ 35.36% |
$168K - $169K
|
12.7K
$647K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.75K+ 16.86% |
$391K - $394K
|
53.7K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25.3KNew |
$1.28M - $1.29M
|
25.3K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
40+ 0.76% |
$2.02K - $2.04K
|
5.27K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.1K+ 6.83% |
$55.6K - $56K
|
17.2K
$876K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
38+ 0.77% |
$1.92K - $1.93K
|
4.96K
$253K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
246+ 1.17% |
$12.4K - $12.5K
|
21.2K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
261K+ 688.82% |
$13.2M - $13.3M
|
299K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29.2KNew |
$1.47M - $1.49M
|
29.2K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.74K- 1.93% |
$189K - $190K
|
190K
$9.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.87K+ 9.79% |
$145K - $146K
|
32.2K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-470- 1.07% |
$23.7K - $23.9K
|
43.3K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-964- 7.01% |
$48.7K - $49.1K
|
12.8K
$651K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
6.19K+ 1.02% |
$313K - $315K
|
613K
$31.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-869- 5.06% |
$43.9K - $44.2K
|
16.3K
$831K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 191.16% |
$1.68M - $1.69M
|
50.5K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.9K+ 14.83% |
$95.9K - $96.6K
|
14.7K
$748K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.48K+ 11.5% |
$226K - $228K
|
43.4K
$2.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
479K+ 158.05% |
$24.2M - $24.4M
|
783K
$39.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.44K+ 6.98% |
$123K - $124K
|
37.4K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 2.81% |
$174K - $176K
|
119K
$6.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.2K- 2.07% |
$111K - $112K
|
104K
$5.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
866+ 1.31% |
$43.8K - $44.1K
|
67.1K
$3.42M
|