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 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.07K- 4.83% |
$256K - $258K
|
99.9K
$5.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
12.7K+ 16.75% |
$639K - $644K
|
88.2K
$4.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
88.2KNew |
$4.46M - $4.49M
|
88.2K
$4.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
45.6K+ 70.5% |
$2.3M - $2.32M
|
110K
$5.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.67K+ 36.31% |
$84.3K - $85K
|
6.27K
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.29K+ 21.45% |
$166K - $168K
|
18.6K
$949K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10.9K+ 59.89% |
$552K - $557K
|
29.2K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
303+ 0.49% |
$15.3K - $15.4K
|
62.5K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-6.55K- 31.45% |
$331K - $333K
|
14.3K
$726K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
31.6K+ 23.77% |
$1.59M - $1.61M
|
164K
$8.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.81K- 5.44% |
$142K - $143K
|
48.9K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
13.1K+ 6.29% |
$660K - $665K
|
221K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
8.05KNew |
$407K - $410K
|
8.05K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.44K+ 2.34% |
$72.7K - $73.3K
|
63.1K
$3.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 7.46% |
$66.4K - $67K
|
18.9K
$964K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
9.37K+ 166.38% |
$473K - $477K
|
15K
$764K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-8.3K- 15.63% |
$419K - $423K
|
44.8K
$2.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.9KNew |
$298K - $300K
|
5.9K
$300K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.52K+ 13.23% |
$481K - $485K
|
81.5K
$4.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1K- 96.43% |
$50.5K - $50.9K
|
37
$1.88K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-878- 9.17% |
$44.4K - $44.7K
|
8.7K
$443K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5.94K+ 12.08% |
$300K - $302K
|
55.1K
$2.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.48K+ 54.82% |
$327K - $330K
|
18.3K
$932K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
122+ 0.76% |
$6.16K - $6.21K
|
16.3K
$829K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
6.4KNew |
$323K - $326K
|
6.4K
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
14.1K+ 19.87% |
$710K - $716K
|
84.8K
$4.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
47.1K+ 95.68% |
$2.38M - $2.4M
|
96.4K
$4.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
18.4K+ 17.48% |
$930K - $938K
|
124K
$6.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.67K+ 119.63% |
$337K - $339K
|
12.2K
$623K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 143.22% |
$833K - $840K
|
28K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-500- 3.63% |
$25.3K - $25.5K
|
13.3K
$676K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-41.1K- 10.38% |
$2.08M - $2.09M
|
355K
$18.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-642- 0.64% |
$32.4K - $32.7K
|
99.2K
$5.05M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-1.34K- 3.23% |
$67.8K - $68.3K
|
40.2K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7.29K+ 16.66% |
$368K - $371K
|
51.1K
$2.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
10.8KNew |
$546K - $550K
|
10.8K
$550K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
233New |
$11.8K - $11.9K
|
233
$11.9K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.57KNew |
$333K - $335K
|
6.57K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
44.1KNew |
$2.24M - $2.25M
|
44.1K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.92K- 4.84% |
$351K - $352K
|
136K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.43KNew |
$225K - $226K
|
4.43K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.21K- 3.3% |
$61.3K - $61.5K
|
35.4K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14.9KNew |
$753K - $756K
|
14.9K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.48K+ 30.62% |
$126K - $126K
|
10.6K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.56K+ 48.26% |
$231K - $232K
|
14K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.9KNew |
$2.13M - $2.13M
|
41.9K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.9K+ 16543.52% |
$906K - $910K
|
18K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-214- 4.57% |
$10.9K - $10.9K
|
4.47K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
949+ 23.03% |
$48.1K - $48.3K
|
5.07K
$258K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13.6K- 9.38% |
$690K - $693K
|
132K
$6.7M
|
|