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 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.09MNew |
$55.1M - $55.5M
|
1.09M
$55.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
642K+ 1217.74% |
$32.4M - $32.7M
|
694K
$35.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
553K+ 149.3% |
$27.9M - $28.1M
|
923K
$47.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
479K+ 158.05% |
$24.2M - $24.4M
|
783K
$40M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465K+ 14.77% |
$23.5M - $23.7M
|
3.61M
$184M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
421K+ 15.54% |
$21.3M - $21.5M
|
3.13M
$160M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
288K+ 234.72% |
$14.6M - $14.7M
|
411K
$21M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
278K+ 126.23% |
$14.1M - $14.2M
|
499K
$25.5M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
261K+ 688.82% |
$13.2M - $13.3M
|
299K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
260K+ 8.46% |
$13.1M - $13.2M
|
3.33M
$170M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
236K+ 35.4% |
$11.9M - $12M
|
901K
$46M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
203K+ 52.46% |
$10.3M - $10.3M
|
590K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
166K+ 30.37% |
$8.41M - $8.48M
|
714K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
165K+ 62.84% |
$8.33M - $8.4M
|
427K
$21.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
157K+ 142.36% |
$7.96M - $8.02M
|
268K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
157K+ 66.17% |
$7.93M - $7.99M
|
394K
$20.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 11.46% |
$7.67M - $7.73M
|
1.48M
$75.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
129K+ 107.42% |
$6.5M - $6.55M
|
248K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
128K+ 26.12% |
$6.49M - $6.54M
|
620K
$31.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
119KNew |
$6.01M - $6.06M
|
119K
$6.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
104K+ 64.99% |
$5.24M - $5.28M
|
263K
$13.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
103K+ 20.62% |
$5.18M - $5.22M
|
600K
$30.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
98.4KNew |
$4.97M - $5.01M
|
98.4K
$5.02M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
91.2KNew |
$4.61M - $4.64M
|
91.2K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
90.7KNew |
$4.58M - $4.62M
|
90.7K
$4.63M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
88.4KNew |
$4.47M - $4.5M
|
88.4K
$4.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
88.2KNew |
$4.46M - $4.49M
|
88.2K
$4.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
88KNew |
$4.45M - $4.48M
|
88K
$4.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
84.9K+ 22.79% |
$4.29M - $4.32M
|
457K
$23.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
83K+ 56.42% |
$4.19M - $4.23M
|
230K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
82.3K+ 22.09% |
$4.16M - $4.19M
|
455K
$23.2M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
82K+ 9.97% |
$4.14M - $4.17M
|
904K
$46.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.3K+ 472.93% |
$3.45M - $3.48M
|
82.7K
$4.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
67.3K+ 16.1% |
$3.4M - $3.43M
|
485K
$24.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
65.4K+ 99.98% |
$3.3M - $3.33M
|
131K
$6.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
59.2KNew |
$2.99M - $3.01M
|
59.2K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
56.6K+ 47.23% |
$2.86M - $2.88M
|
176K
$9.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
55.6K+ 75.34% |
$2.81M - $2.83M
|
130K
$6.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
54.6KNew |
$2.76M - $2.78M
|
54.6K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.2K+ 13.53% |
$2.74M - $2.76M
|
455K
$23.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
53.1K+ 312.05% |
$2.68M - $2.71M
|
70.1K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53K+ 83.91% |
$2.68M - $2.7M
|
116K
$5.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
52.1K+ 10.9% |
$2.63M - $2.65M
|
530K
$27.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
51.1K+ 59.31% |
$2.58M - $2.6M
|
137K
$7.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
51K+ 672.53% |
$2.58M - $2.6M
|
58.6K
$2.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
47.1K+ 95.68% |
$2.38M - $2.4M
|
96.4K
$4.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
45.6K+ 70.5% |
$2.3M - $2.32M
|
110K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.4K+ 30.24% |
$2.14M - $2.16M
|
183K
$9.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
42.3K+ 897.37% |
$2.14M - $2.15M
|
47K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
41K+ 98.11% |
$2.07M - $2.09M
|
82.7K
$4.22M
|