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 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25.1KNew |
$1.27M - $1.28M
|
25.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.6K+ 4.83% |
$1.24M - $1.25M
|
534K
$27.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.4K+ 6.19% |
$1.18M - $1.19M
|
401K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.1KNew |
$1.07M - $1.07M
|
21.1K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
20.6K+ 54.9% |
$1.04M - $1.05M
|
58.1K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.3KNew |
$977K - $984K
|
19.3K
$983K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 19.38% |
$955K - $962K
|
116K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.6K+ 70.13% |
$944K - $950K
|
45.2K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
18.6K+ 16.54% |
$940K - $947K
|
131K
$6.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
18.3K+ 5.06% |
$926K - $932K
|
380K
$19.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.5KNew |
$885K - $891K
|
17.5K
$890K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.4K+ 81.92% |
$878K - $884K
|
38.5K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$827K - $833K
|
16.4K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
16K+ 4.39% |
$809K - $814K
|
380K
$19.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 3340.09% |
$776K - $781K
|
15.8K
$804K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
15.1K+ 86.93% |
$764K - $769K
|
32.5K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
14K+ 24.81% |
$709K - $713K
|
70.4K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14K+ 16.45% |
$709K - $713K
|
99.1K
$5.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.7KNew |
$695K - $700K
|
13.7K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$685K - $690K
|
13.5K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 77.87% |
$657K - $662K
|
29.7K
$1.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 8.01% |
$571K - $575K
|
152K
$7.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.41KNew |
$476K - $480K
|
9.41K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.39KNew |
$475K - $479K
|
9.39K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.35K+ 22.27% |
$473K - $477K
|
51.3K
$2.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9.32K+ 98.25% |
$472K - $475K
|
18.8K
$957K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9.18K+ 3.84% |
$465K - $468K
|
249K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.15K+ 58.97% |
$463K - $466K
|
24.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8.72K+ 5.43% |
$441K - $444K
|
169K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.58K+ 2.95% |
$434K - $437K
|
300K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.53KNew |
$432K - $435K
|
8.53K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.88KNew |
$399K - $402K
|
7.88K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7.78K+ 20.01% |
$394K - $396K
|
46.6K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.54K+ 76.6% |
$382K - $384K
|
17.4K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.2K+ 117.18% |
$365K - $367K
|
13.4K
$680K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.02K+ 71.57% |
$355K - $357K
|
16.8K
$856K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.73K+ 17.38% |
$341K - $343K
|
45.5K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.45K+ 18.61% |
$327K - $329K
|
41.1K
$2.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.44K+ 82.13% |
$326K - $328K
|
14.3K
$726K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.13KNew |
$310K - $313K
|
6.13K
$312K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.13K+ 5.73% |
$310K - $312K
|
113K
$5.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6KNew |
$304K - $306K
|
6K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.72KNew |
$289K - $291K
|
5.72K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.65KNew |
$286K - $288K
|
5.65K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.46KNew |
$276K - $278K
|
5.46K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.38K+ 65.99% |
$272K - $274K
|
13.5K
$689K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.77KNew |
$241K - $243K
|
4.77K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.73K+ 30.52% |
$239K - $241K
|
20.2K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.7KNew |
$238K - $239K
|
4.7K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.53KNew |
$229K - $231K
|
4.53K
$231K
|