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 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.97K+ 73.8% |
$405K - $407K
|
18.8K
$957K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.86KNew |
$399K - $401K
|
7.86K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.86K+ 5.72% |
$399K - $401K
|
145K
$7.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
7.85KNew |
$399K - $401K
|
7.85K
$400K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.49K+ 1.27% |
$381K - $383K
|
599K
$30.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.37KNew |
$375K - $376K
|
7.37K
$376K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
7.37K+ 3.08% |
$374K - $376K
|
247K
$12.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.31KNew |
$372K - $373K
|
7.31K
$373K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.21K+ 1.37% |
$366K - $368K
|
532K
$27.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
6.7K+ 7.6% |
$341K - $342K
|
94.9K
$4.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.36K+ 7.81% |
$323K - $325K
|
87.8K
$4.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
6.04KNew |
$307K - $308K
|
6.04K
$308K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.01K+ 6.01% |
$305K - $307K
|
106K
$5.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.64K+ 68.42% |
$287K - $288K
|
13.9K
$707K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.55KNew |
$282K - $283K
|
5.55K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.5K+ 19.1% |
$279K - $281K
|
34.3K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 37.4% |
$256K - $257K
|
18.5K
$944K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.81K+ 76.81% |
$245K - $246K
|
11.1K
$565K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.74KNew |
$241K - $242K
|
4.74K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.66K+ 105.17% |
$237K - $238K
|
9.09K
$463K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.58KNew |
$233K - $234K
|
4.58K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
4.43K+ 45.39% |
$225K - $226K
|
14.2K
$724K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.39K+ 7.41% |
$223K - $224K
|
63.6K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
4.37K+ 3.99% |
$222K - $223K
|
114K
$5.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.02K+ 13.77% |
$204K - $205K
|
33.2K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.54K+ 3.41% |
$180K - $181K
|
107K
$5.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 26.58% |
$151K - $152K
|
14.2K
$723K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.88K+ 3.96% |
$146K - $147K
|
75.6K
$3.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.69K+ 9.31% |
$137K - $137K
|
31.6K
$1.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.47K+ 58.41% |
$126K - $126K
|
6.7K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.38K+ 4.76% |
$121K - $122K
|
52.5K
$2.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 12.45% |
$120K - $120K
|
21.3K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.32K+ 5.38% |
$118K - $118K
|
45.4K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 36.16% |
$112K - $112K
|
8.27K
$421K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.17K+ 7.2% |
$110K - $111K
|
32.4K
$1.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.12K+ 3.84% |
$107K - $108K
|
57.2K
$2.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.05K+ 1.12% |
$104K - $105K
|
185K
$9.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.01K+ 6.24% |
$102K - $103K
|
34.2K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2K+ 1.93% |
$102K - $102K
|
105K
$5.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.99K+ 3.51% |
$101K - $102K
|
58.8K
$2.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.91K+ 29.95% |
$97K - $97.5K
|
8.28K
$422K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
1.87K+ 12.44% |
$94.8K - $95.3K
|
16.9K
$859K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.86K+ 14.26% |
$94.5K - $95K
|
14.9K
$759K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.63K+ 2.78% |
$82.8K - $83.2K
|
60.3K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.59K+ 148.83% |
$80.5K - $80.9K
|
2.65K
$135K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.55K+ 24.21% |
$78.7K - $79.1K
|
7.94K
$405K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.49K+ 5.09% |
$75.5K - $75.9K
|
30.7K
$1.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.35K+ 7.44% |
$68.4K - $68.8K
|
19.5K
$992K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.3K+ 10.13% |
$66.1K - $66.4K
|
14.1K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.28K+ 3.58% |
$64.9K - $65.3K
|
37K
$1.88M
|