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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 347.69% |
$1.27M - $1.28M
|
32.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7KNew |
$1.25M - $1.26M
|
24.7K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
24.3K+ 75.91% |
$1.23M - $1.24M
|
56.3K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.4K+ 17.22% |
$1.19M - $1.19M
|
160K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
23.2KNew |
$1.18M - $1.18M
|
23.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.2K+ 14.28% |
$1.18M - $1.18M
|
186K
$9.46M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.4K+ 22.96% |
$1.13M - $1.14M
|
120K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.1K+ 35.65% |
$1.02M - $1.02M
|
76.5K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.7K+ 22.36% |
$998K - $1M
|
108K
$5.49M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.2KNew |
$974K - $978K
|
19.2K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19K+ 8.72% |
$965K - $969K
|
237K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.9K+ 16543.52% |
$906K - $910K
|
18K
$916K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.9K+ 212.85% |
$906K - $909K
|
26.2K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
16.9K+ 4.77% |
$860K - $863K
|
372K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.9K+ 45.1% |
$858K - $861K
|
54.4K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.9KNew |
$805K - $809K
|
15.9K
$809K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
15.1K+ 14.09% |
$766K - $769K
|
122K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14.9KNew |
$753K - $756K
|
14.9K
$757K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.9K+ 2.84% |
$753K - $756K
|
538K
$27.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
14.7K+ 4.12% |
$747K - $750K
|
372K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
13.8KNew |
$700K - $703K
|
13.8K
$703K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 8.06% |
$656K - $658K
|
173K
$8.83M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.8KNew |
$647K - $649K
|
12.8K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12.1K+ 48.3% |
$613K - $615K
|
37.1K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12K+ 59.4% |
$609K - $611K
|
32.2K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.2KNew |
$569K - $571K
|
11.2K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
10.7K+ 123.34% |
$540K - $542K
|
19.3K
$982K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10.6KNew |
$538K - $540K
|
10.6K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
10.3K+ 6.51% |
$524K - $526K
|
169K
$8.61M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 40.92% |
$509K - $511K
|
34.6K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
9.01K+ 28.26% |
$457K - $459K
|
40.9K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.04KNew |
$408K - $409K
|
8.04K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.94KNew |
$403K - $404K
|
7.94K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.9KNew |
$401K - $402K
|
7.9K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.85K+ 19.11% |
$398K - $400K
|
48.9K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.72K+ 13.81% |
$392K - $393K
|
63.7K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.59KNew |
$385K - $386K
|
7.59K
$386K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.54KNew |
$382K - $384K
|
7.54K
$384K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.39KNew |
$375K - $376K
|
7.39K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.38KNew |
$374K - $376K
|
7.38K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.14K+ 37.13% |
$362K - $364K
|
26.4K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.73K+ 27.32% |
$341K - $343K
|
31.4K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.67K+ 44.76% |
$338K - $340K
|
21.6K
$1.1M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.57KNew |
$333K - $335K
|
6.57K
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.42KNew |
$325K - $327K
|
6.42K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.22KNew |
$316K - $317K
|
6.22K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.2KNew |
$315K - $316K
|
6.2K
$316K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6K+ 67.08% |
$304K - $306K
|
14.9K
$761K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.92K+ 79.6% |
$300K - $301K
|
13.4K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.86K+ 79.38% |
$297K - $299K
|
13.3K
$675K
|