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 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14.9K+ 90.7% |
$753K - $759K
|
31.4K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14.7K+ 22.57% |
$740K - $746K
|
79.6K
$4.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14.6K+ 11.58% |
$736K - $741K
|
140K
$7.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
14.1K+ 19.87% |
$710K - $716K
|
84.8K
$4.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
13.1K+ 6.29% |
$660K - $665K
|
221K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
13KNew |
$659K - $664K
|
13K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
12.9KNew |
$652K - $657K
|
12.9K
$658K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
12.9K+ 42.66% |
$651K - $656K
|
43.1K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
12.8K+ 5.85% |
$644K - $649K
|
231K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
12.7K+ 16.75% |
$639K - $644K
|
88.2K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.6K+ 11.22% |
$635K - $640K
|
125K
$6.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12.5K+ 6.0% |
$631K - $636K
|
221K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 27.47% |
$608K - $612K
|
55.8K
$2.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.9K+ 0.93% |
$603K - $608K
|
1.29M
$65.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
11.6K+ 123.3% |
$584K - $589K
|
20.9K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.3K+ 45.75% |
$572K - $576K
|
36K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
11K+ 10.05% |
$555K - $560K
|
120K
$6.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10.9K+ 59.89% |
$552K - $557K
|
29.2K
$1.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
10.8KNew |
$546K - $550K
|
10.8K
$551K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10.5K+ 11.58% |
$530K - $535K
|
101K
$5.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
10.2K+ 14.17% |
$515K - $519K
|
82.2K
$4.2M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
9.88KNew |
$499K - $503K
|
9.88K
$504K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.71KNew |
$490K - $494K
|
9.71K
$496K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.55KNew |
$482K - $486K
|
9.55K
$487K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.52K+ 13.23% |
$481K - $485K
|
81.5K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
9.37K+ 166.38% |
$473K - $477K
|
15K
$766K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.22K+ 12.47% |
$466K - $470K
|
83.2K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9.17K+ 19.27% |
$463K - $467K
|
56.8K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.86K+ 11.57% |
$447K - $451K
|
85.4K
$4.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.82K+ 155.45% |
$446K - $449K
|
14.5K
$740K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.39K+ 103.26% |
$424K - $427K
|
16.5K
$843K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
8.31K+ 8.17% |
$420K - $423K
|
110K
$5.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 158.76% |
$418K - $421K
|
13.5K
$688K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
8.25KNew |
$417K - $420K
|
8.25K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
8.05KNew |
$407K - $410K
|
8.05K
$411K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.8K+ 4.5% |
$394K - $397K
|
181K
$9.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.78KNew |
$393K - $396K
|
7.78K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.75K+ 16.86% |
$391K - $394K
|
53.7K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.68K+ 35.45% |
$388K - $391K
|
29.3K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.56K+ 14.62% |
$382K - $385K
|
59.3K
$3.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.5K+ 24.26% |
$379K - $382K
|
38.4K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
7.5KNew |
$379K - $382K
|
7.5K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.49K+ 1.45% |
$378K - $381K
|
524K
$26.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.45K+ 133.61% |
$376K - $379K
|
13K
$665K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7.29K+ 16.66% |
$368K - $371K
|
51.1K
$2.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.14KNew |
$361K - $364K
|
7.14K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.07K+ 113.54% |
$357K - $360K
|
13.3K
$679K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.97K+ 34.36% |
$352K - $355K
|
27.3K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.91KNew |
$349K - $352K
|
6.91K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$344K - $346K
|
6.8K
$347K
|