Latest Institutional Purchases of Jp Morgan Ultra Short Mun Inco (JMST)
This list provides information on the latest institutional transactions involving Jp Morgan Ultra Short Mun Inco (JMST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
830K+ 438.36% |
$42M - $42.3M
|
1.02M
$51.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
517K+ 675.96% |
$26.2M - $26.4M
|
594K
$30.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
426KNew |
$21.6M - $21.7M
|
426K
$21.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
294KNew |
$14.9M - $15M
|
294K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
257K+ 28.83% |
$13M - $13.1M
|
1.15M
$58.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
144K+ 2344.84% |
$7.3M - $7.35M
|
150K
$7.63M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
122K+ 7537.13% |
$6.16M - $6.21M
|
123K
$6.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
118K+ 1106.86% |
$5.96M - $6M
|
128K
$6.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
106K+ 124.52% |
$5.37M - $5.41M
|
191K
$9.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
98.8KNew |
$5M - $5.03M
|
98.8K
$5.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.4K+ 21.08% |
$4.22M - $4.25M
|
479K
$24.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
67.8KNew |
$3.43M - $3.45M
|
67.8K
$3.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
56.6KNew |
$2.86M - $2.88M
|
56.6K
$2.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
56.1K+ 257.02% |
$2.84M - $2.86M
|
77.9K
$3.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
53.6K+ 11.99% |
$2.71M - $2.73M
|
501K
$25.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
50.3K+ 358.95% |
$2.54M - $2.56M
|
64.2K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49.7K+ 54.09% |
$2.52M - $2.53M
|
142K
$7.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
49.6KNew |
$2.51M - $2.53M
|
49.6K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
49.4KNew |
$2.5M - $2.52M
|
49.4K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
36.7K+ 6.64% |
$1.86M - $1.87M
|
590K
$29.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
35.7K+ 331.7% |
$1.8M - $1.82M
|
46.4K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
31.6KNew |
$1.6M - $1.61M
|
31.6K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
30.7KNew |
$1.55M - $1.56M
|
30.7K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
27.5K+ 232.77% |
$1.39M - $1.4M
|
39.3K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.3K+ 26.71% |
$1.33M - $1.34M
|
125K
$6.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
25.9K+ 120.93% |
$1.31M - $1.32M
|
47.3K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$1.27M - $1.28M
|
25.1K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
22.5K+ 14.29% |
$1.14M - $1.15M
|
180K
$9.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
21.9K+ 32.03% |
$1.11M - $1.12M
|
90.2K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
20.1K+ 282.32% |
$1.02M - $1.02M
|
27.2K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20K+ 1141.2% |
$1.01M - $1.02M
|
21.7K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
19.4K+ 25.57% |
$982K - $988K
|
95.3K
$4.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
19.1KNew |
$967K - $974K
|
19.1K
$968K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 19.38% |
$955K - $962K
|
116K
$5.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
18.3K+ 5.06% |
$926K - $932K
|
380K
$19.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
18K+ 22.9% |
$912K - $919K
|
96.8K
$4.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5KNew |
$885K - $891K
|
17.5K
$887K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.4K+ 81.92% |
$878K - $884K
|
38.5K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 3340.09% |
$776K - $781K
|
15.8K
$800K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15.2K+ 31.79% |
$770K - $775K
|
63K
$3.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
15.2K+ 13.91% |
$767K - $772K
|
124K
$6.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
15.1K+ 86.93% |
$764K - $769K
|
32.5K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14.5K+ 9.62% |
$732K - $737K
|
165K
$8.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
14.4K+ 351.75% |
$729K - $734K
|
18.5K
$938K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
13KNew |
$657K - $662K
|
13K
$658K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
12.9K+ 20.37% |
$652K - $657K
|
76.2K
$3.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.9K+ 216.36% |
$601K - $605K
|
17.4K
$880K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
10.7K+ 32.21% |
$541K - $545K
|
43.9K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
10.4KNew |
$527K - $531K
|
10.4K
$528K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.73K+ 95.23% |
$493K - $496K
|
20K
$1.01M
|