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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
302K+ 325.31% |
$15.3M - $15.4M
|
395K
$20.1M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 10.87% |
$8.72M - $8.75M
|
1.76M
$89.5M
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
164K+ 22.45% |
$8.28M - $8.31M
|
893K
$45.5M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162K+ 400.51% |
$8.17M - $8.2M
|
202K
$10.3M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
158K+ 72.87% |
$8M - $8.03M
|
375K
$19.1M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
155KNew |
$7.84M - $7.87M
|
155K
$7.9M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141K+ 21.56% |
$7.12M - $7.15M
|
794K
$40.4M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
123K+ 61.91% |
$6.2M - $6.23M
|
321K
$16.3M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 61.52% |
$5.55M - $5.56M
|
288K
$14.7M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
98K+ 1096.67% |
$4.96M - $4.97M
|
107K
$5.45M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.3K+ 9.41% |
$4.57M - $4.58M
|
1.05M
$53.5M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
89.5KNew |
$4.52M - $4.54M
|
89.5K
$4.56M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.3K+ 95.16% |
$3.91M - $3.92M
|
158K
$8.07M
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
75.9KNew |
$3.84M - $3.85M
|
75.9K
$3.86M
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
75.1K+ 45.75% |
$3.8M - $3.81M
|
239K
$12.2M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.6K+ 2.51% |
$3.72M - $3.73M
|
3.01M
$153M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.9K+ 4.05% |
$3.43M - $3.44M
|
1.74M
$88.8M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66.6K+ 1535.11% |
$3.37M - $3.38M
|
70.9K
$3.61M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
63.6KNew |
$3.22M - $3.23M
|
63.6K
$3.24M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
63KNew |
$3.18M - $3.19M
|
63K
$3.21M
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
62.2K+ 171.21% |
$3.15M - $3.16M
|
98.6K
$5.02M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55K+ 28.33% |
$2.78M - $2.79M
|
249K
$12.7M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
50K+ 1035.35% |
$2.53M - $2.54M
|
54.9K
$2.79M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.1KNew |
$2.48M - $2.49M
|
49.1K
$2.5M
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
48.5K+ 15.38% |
$2.45M - $2.46M
|
364K
$18.5M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
46.2K+ 14.65% |
$2.34M - $2.34M
|
361K
$18.4M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
45.7K+ 432.82% |
$2.31M - $2.32M
|
56.3K
$2.87M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
44.7K+ 30.9% |
$2.26M - $2.27M
|
189K
$9.64M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42KNew |
$2.12M - $2.13M
|
42K
$2.14M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.3K+ 62.2% |
$1.89M - $1.89M
|
97.3K
$4.96M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
33.7K+ 15.03% |
$1.71M - $1.71M
|
258K
$13.1M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
31.2KNew |
$1.58M - $1.58M
|
31.2K
$1.59M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
29.6KNew |
$1.5M - $1.5M
|
29.6K
$1.51M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
28.5K+ 71.55% |
$1.44M - $1.45M
|
68.3K
$3.48M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.6K+ 331.01% |
$1.4M - $1.4M
|
35.9K
$1.83M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
25.2KNew |
$1.27M - $1.28M
|
25.2K
$1.28M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.1K+ 9.05% |
$1.22M - $1.23M
|
291K
$14.8M
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
20.5KNew |
$1.04M - $1.04M
|
20.5K
$1.05M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.3K+ 25.39% |
$1.03M - $1.03M
|
100K
$5.1M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.1KNew |
$1.02M - $1.02M
|
20.1K
$1.02M
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
20K+ 55.68% |
$1.01M - $1.02M
|
56K
$2.85M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
17.6KNew |
$892K - $895K
|
17.6K
$898K
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.6KNew |
$790K - $793K
|
15.6K
$796K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.3K+ 1147.9% |
$776K - $778K
|
16.7K
$849K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.3K+ 140.44% |
$672K - $674K
|
22.7K
$1.16M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13K+ 307.43% |
$659K - $661K
|
17.3K
$879K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.8K+ 46.48% |
$645K - $647K
|
40.2K
$2.05M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.5K+ 35.01% |
$633K - $635K
|
48.3K
$2.46M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.9K+ 1215.73% |
$602K - $604K
|
12.9K
$656K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$567K - $569K
|
11.2K
$571K
|