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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
748K+ 31.19% |
$38M - $38.1M
|
3.15M
$160M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
532K+ 981.89% |
$27M - $27.1M
|
586K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
405K+ 44.08% |
$20.5M - $20.6M
|
1.32M
$67.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
383K+ 16.43% |
$19.4M - $19.5M
|
2.71M
$138M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
310KNew |
$15.7M - $15.8M
|
310K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
225K+ 102.9% |
$11.4M - $11.5M
|
444K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
223K+ 32.02% |
$11.3M - $11.3M
|
919K
$46.7M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
220KNew |
$11.2M - $11.2M
|
220K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
206K+ 108.35% |
$10.4M - $10.5M
|
396K
$20.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
198K+ 57.0% |
$10.1M - $10.1M
|
547K
$27.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
185K+ 60.54% |
$9.36M - $9.4M
|
489K
$24.9M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
179K+ 20.82% |
$9.06M - $9.1M
|
1.04M
$52.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
179K+ 160.03% |
$9.06M - $9.1M
|
290K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 70.53% |
$8.12M - $8.15M
|
387K
$19.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140K+ 179700.0% |
$7.11M - $7.14M
|
140K
$7.13M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
139K+ 2990.34% |
$7.04M - $7.06M
|
143K
$7.29M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
137K+ 20.02% |
$6.96M - $6.99M
|
822K
$41.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
134K+ 17.51% |
$6.82M - $6.85M
|
902K
$45.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 4.56% |
$6.79M - $6.81M
|
3.07M
$156M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
126K+ 160.07% |
$6.42M - $6.44M
|
206K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
121K+ 30.72% |
$6.16M - $6.18M
|
517K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
110K+ 25.02% |
$5.56M - $5.58M
|
548K
$27.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
108K+ 9.23% |
$5.49M - $5.51M
|
1.28M
$65.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
104KNew |
$5.3M - $5.32M
|
104K
$5.31M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 70.36% |
$5.23M - $5.25M
|
250K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
78.9K+ 47.9% |
$4M - $4.02M
|
244K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
74.2K+ 132.72% |
$3.76M - $3.78M
|
130K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68.5K+ 30.71% |
$3.48M - $3.49M
|
292K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
66.3K+ 16.2% |
$3.36M - $3.38M
|
476K
$24.2M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
62.2KNew |
$3.16M - $3.17M
|
62.2K
$3.16M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
59.4K+ 10.23% |
$3.01M - $3.03M
|
640K
$32.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
59.4K+ 189.78% |
$3.01M - $3.02M
|
90.7K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
57.7K+ 42.3% |
$2.93M - $2.94M
|
194K
$9.87M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
57.6K+ 58.19% |
$2.92M - $2.93M
|
157K
$7.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
56.3K+ 567.42% |
$2.86M - $2.87M
|
66.3K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
52.3K+ 47.21% |
$2.66M - $2.67M
|
163K
$8.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
49.5K+ 8.03% |
$2.51M - $2.52M
|
665K
$33.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
49.2KNew |
$2.5M - $2.51M
|
49.2K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
47.7K+ 894.17% |
$2.42M - $2.43M
|
53K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
47.2K+ 128.09% |
$2.39M - $2.4M
|
84.1K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
46.6KNew |
$2.36M - $2.37M
|
46.6K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.6K+ 26.07% |
$2.31M - $2.32M
|
220K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
44.1KNew |
$2.24M - $2.25M
|
44.1K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
41.9K+ 9.62% |
$2.13M - $2.14M
|
478K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.9KNew |
$2.13M - $2.13M
|
41.9K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
40.3KNew |
$2.04M - $2.05M
|
40.3K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.1K+ 56.93% |
$2.04M - $2.04M
|
111K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
40K+ 6.64% |
$2.03M - $2.04M
|
643K
$32.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
40K+ 130.06% |
$2.03M - $2.04M
|
70.7K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
BUY
|
- |
38KNew |
$1.93M - $1.93M
|
38K
$1.93M
|