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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
12.9KNew |
$652K - $657K
|
12.9K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.6K+ 11.22% |
$635K - $640K
|
125K
$6.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12.5K+ 6.0% |
$631K - $636K
|
221K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 27.47% |
$608K - $612K
|
55.8K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
11.6K+ 123.3% |
$584K - $589K
|
20.9K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
10.2K+ 14.17% |
$515K - $519K
|
82.2K
$4.19M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
9.88KNew |
$499K - $503K
|
9.88K
$503K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.71KNew |
$490K - $494K
|
9.71K
$495K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.55KNew |
$482K - $486K
|
9.55K
$486K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.22K+ 12.47% |
$466K - $470K
|
83.2K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.86K+ 11.57% |
$447K - $451K
|
85.4K
$4.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.82K+ 155.45% |
$446K - $449K
|
14.5K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.39K+ 103.26% |
$424K - $427K
|
16.5K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
8.25KNew |
$417K - $420K
|
8.25K
$420K
|
|
|
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
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7.56K+ 14.62% |
$382K - $385K
|
59.3K
$3.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
7.5KNew |
$379K - $382K
|
7.5K
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.45K+ 133.61% |
$376K - $379K
|
13K
$663K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7.29K+ 16.66% |
$368K - $371K
|
51.1K
$2.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.14KNew |
$361K - $364K
|
7.14K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.07K+ 113.54% |
$357K - $360K
|
13.3K
$677K
|
|
|
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
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$344K - $346K
|
6.8K
$347K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.77KNew |
$342K - $345K
|
6.77K
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.67K+ 119.63% |
$337K - $339K
|
12.2K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.55K+ 70.85% |
$331K - $333K
|
15.8K
$805K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.48K+ 54.82% |
$327K - $330K
|
18.3K
$932K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
6.33K+ 59.31% |
$320K - $322K
|
17K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.08KNew |
$307K - $310K
|
6.08K
$310K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
6.05K+ 81.93% |
$305K - $308K
|
13.4K
$684K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.9KNew |
$298K - $300K
|
5.9K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.56K+ 41.99% |
$281K - $283K
|
18.8K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.43K+ 10.65% |
$275K - $277K
|
56.4K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.09KNew |
$257K - $259K
|
5.09K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.94K+ 31.12% |
$250K - $252K
|
20.8K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
4.94K+ 32.83% |
$249K - $251K
|
20K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.92KNew |
$249K - $251K
|
4.92K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.85K+ 60.62% |
$245K - $247K
|
12.9K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.85K+ 323.33% |
$245K - $247K
|
6.35K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.48K+ 11.5% |
$226K - $228K
|
43.4K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
4.26KNew |
$215K - $217K
|
4.26K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.93KNew |
$199K - $200K
|
3.93K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.78K+ 8.4% |
$191K - $192K
|
48.7K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.29K+ 21.45% |
$166K - $168K
|
18.6K
$950K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.06K+ 6.57% |
$155K - $156K
|
49.7K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3K+ 10.26% |
$152K - $153K
|
32.2K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.71K+ 14.09% |
$137K - $138K
|
21.9K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.56K+ 30.63% |
$129K - $131K
|
10.9K
$557K
|