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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.37K+ 159.8% |
$120K - $120K
|
3.85K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.21K+ 35.73% |
$112K - $113K
|
8.41K
$426K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
2.16K+ 28.05% |
$109K - $110K
|
9.84K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.11K+ 16.35% |
$107K - $108K
|
15K
$761K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.91K+ 2.14% |
$97.1K - $97.5K
|
91.2K
$4.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$94.3K - $94.7K
|
1.86K
$94.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$76.1K - $76.4K
|
1.5K
$75.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.3K+ 2.72% |
$66.1K - $66.4K
|
49.2K
$2.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
766+ 15.94% |
$38.9K - $39K
|
5.57K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
454New |
$23K - $23.1K
|
454
$23K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
375New |
$19K - $19.1K
|
375
$19K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
303+ 1.88% |
$15.4K - $15.4K
|
16.4K
$832K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
248+ 1.57% |
$12.6K - $12.6K
|
16.1K
$815K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
231+ 2.22% |
$11.7K - $11.8K
|
10.6K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
161+ 0.65% |
$8.17K - $8.2K
|
25.1K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
158+ 0.99% |
$8.01K - $8.05K
|
16.2K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
79+ 1.43% |
$4.01K - $4.02K
|
5.61K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71+ 0.73% |
$3.6K - $3.62K
|
9.81K
$496K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
38+ 0.73% |
$1.93K - $1.93K
|
5.23K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
14+ 0.17% |
$710 - $713
|
8.47K
$429K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.75% |
$304 - $306
|
810
$41K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
858KNew |
$43.5M - $43.7M
|
858K
$43.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
483K+ 25.2% |
$24.5M - $24.6M
|
2.4M
$121M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
463K+ 395.81% |
$23.5M - $23.6M
|
581K
$29.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
438KNew |
$22.2M - $22.3M
|
438K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
403K+ 20.91% |
$20.4M - $20.5M
|
2.33M
$118M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
241K+ 54.34% |
$12.2M - $12.3M
|
685K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
162K+ 30.32% |
$8.2M - $8.24M
|
696K
$35.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
151K+ 33.51% |
$7.66M - $7.7M
|
603K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131K+ 54.24% |
$6.62M - $6.65M
|
372K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
127KNew |
$6.43M - $6.46M
|
127K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
112KNew |
$5.66M - $5.68M
|
112K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
99KNew |
$5.02M - $5.04M
|
99K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
78.7K+ 389.13% |
$3.99M - $4.01M
|
99K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
77.1K+ 54.6% |
$3.9M - $3.92M
|
218K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75.1KNew |
$3.81M - $3.82M
|
75.1K
$3.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
72.4KNew |
$3.67M - $3.69M
|
72.4K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
71.7K+ 17.24% |
$3.63M - $3.65M
|
488K
$24.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
66.5K+ 117.43% |
$3.37M - $3.38M
|
123K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
61.2KNew |
$3.1M - $3.12M
|
61.2K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
55.9KNew |
$2.83M - $2.85M
|
55.9K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.8K+ 378.87% |
$2.83M - $2.84M
|
70.5K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
BUY
|
- |
52.6K+ 285.75% |
$2.67M - $2.68M
|
71.1K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
51.7K+ 163.46% |
$2.62M - $2.63M
|
83.3K
$4.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
51.6K+ 45.64% |
$2.61M - $2.63M
|
165K
$8.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.1K+ 168.94% |
$2.54M - $2.55M
|
79.8K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48K+ 5.56% |
$2.43M - $2.45M
|
913K
$46.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47.9K+ 39.22% |
$2.43M - $2.44M
|
170K
$8.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
47.9KNew |
$2.43M - $2.44M
|
47.9K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
39.7KNew |
$2.01M - $2.02M
|
39.7K
$2.01M
|
|