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 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.09K+ 9.66% |
$55.3K - $55.6K
|
12.3K
$629K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 2.35% |
$54.9K - $55.2K
|
47K
$2.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.03K+ 0.63% |
$52.3K - $52.6K
|
165K
$8.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.01K+ 2202.17% |
$51.5K - $51.7K
|
1.06K
$54K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
950+ 1.05% |
$48.3K - $48.5K
|
91.7K
$4.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
824+ 10.59% |
$41.9K - $42.1K
|
8.61K
$439K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
764+ 5.75% |
$38.8K - $39K
|
14K
$716K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
625+ 3.63% |
$31.8K - $31.9K
|
17.8K
$908K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
623+ 11.82% |
$31.7K - $31.8K
|
5.89K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
604+ 11.31% |
$30.7K - $30.8K
|
5.94K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
527+ 8.67% |
$26.8K - $26.9K
|
6.6K
$337K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
454+ 0.38% |
$23.1K - $23.2K
|
120K
$6.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
329+ 0.91% |
$16.7K - $16.8K
|
36.4K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
276+ 3.05% |
$14K - $14.1K
|
9.32K
$475K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
260+ 1.63% |
$13.2K - $13.3K
|
16.2K
$827K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
133+ 0.66% |
$6.76K - $6.79K
|
20.2K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
114+ 0.7% |
$5.79K - $5.82K
|
16.4K
$835K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
110+ 0.52% |
$5.59K - $5.62K
|
21.3K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
103+ 0.7% |
$5.23K - $5.26K
|
14.8K
$754K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
99+ 1.62% |
$5.03K - $5.06K
|
6.23K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
98+ 0.71% |
$4.98K - $5K
|
13.9K
$711K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
70+ 1.0% |
$3.56K - $3.57K
|
7.08K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
43+ 0.17% |
$2.18K - $2.2K
|
25.7K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.7% |
$1.58K - $1.58K
|
4.48K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
31+ 0.68% |
$1.58K - $1.58K
|
4.56K
$232K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
25+ 0.55% |
$1.27K - $1.28K
|
4.53K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17+ 0.1% |
$864 - $868
|
16.3K
$832K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.14% |
$559 - $562
|
7.75K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.74% |
$305 - $306
|
822
$41.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.5% |
$203 - $204
|
805
$41K
|
|
| Q2 2025 | |||||||
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
642K+ 1217.74% |
$32.4M - $32.7M
|
694K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
553K+ 149.3% |
$27.9M - $28.1M
|
923K
$47M
|
|
|
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
$20.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
278K+ 126.23% |
$14.1M - $14.2M
|
499K
$25.4M
|
|
|
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
$45.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
166K+ 30.37% |
$8.41M - $8.48M
|
714K
$36.4M
|
|
|
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 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 11.46% |
$7.67M - $7.73M
|
1.48M
$75.2M
|
|
|
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
$6.07M
|
|
|
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
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
91.2KNew |
$4.61M - $4.64M
|
91.2K
$4.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
88.2KNew |
$4.46M - $4.49M
|
88.2K
$4.49M
|
|