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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.67K+ 13.6% |
$287K - $288K
|
47.3K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.45KNew |
$277K - $278K
|
5.45K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.3KNew |
$269K - $270K
|
5.3K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.09KNew |
$258K - $259K
|
5.09K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.08K+ 50.09% |
$258K - $259K
|
15.2K
$776K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.95K+ 4.52% |
$251K - $252K
|
114K
$5.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.85K+ 98.1% |
$246K - $247K
|
9.78K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.72KNew |
$239K - $240K
|
4.72K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.67K+ 23.55% |
$237K - $238K
|
24.5K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.66K+ 77.73% |
$237K - $237K
|
10.7K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.56K+ 48.26% |
$231K - $232K
|
14K
$714K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.53K+ 104.11% |
$230K - $231K
|
8.88K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.51KNew |
$229K - $230K
|
4.51K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.43KNew |
$225K - $226K
|
4.43K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.42KNew |
$224K - $225K
|
4.42K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.32K+ 17.34% |
$219K - $220K
|
29.2K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
4K+ 3.99% |
$203K - $204K
|
104K
$5.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.94KNew |
$200K - $201K
|
3.94K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.86K+ 14.26% |
$196K - $196K
|
30.9K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.66K+ 17.39% |
$186K - $187K
|
24.7K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.5K+ 20.85% |
$178K - $178K
|
20.3K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.41K+ 64.73% |
$173K - $174K
|
8.69K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.34K+ 301.81% |
$169K - $170K
|
4.44K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.16K+ 25.14% |
$160K - $161K
|
15.7K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
2.98K+ 3.68% |
$151K - $152K
|
84.1K
$4.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.95K+ 3.54% |
$150K - $150K
|
86.2K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.9K+ 8.77% |
$147K - $148K
|
35.9K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2.83K+ 12.69% |
$143K - $144K
|
25.1K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 12.26% |
$134K - $134K
|
24.2K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.5K+ 9.51% |
$127K - $127K
|
28.8K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.48K+ 5.12% |
$126K - $126K
|
51K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.48K+ 30.62% |
$126K - $126K
|
10.6K
$539K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 9.95% |
$124K - $124K
|
26.9K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.37K+ 12.27% |
$120K - $120K
|
21.7K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.37K+ 159.8% |
$120K - $120K
|
3.85K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.31K+ 7.16% |
$117K - $118K
|
34.6K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.23K+ 17.4% |
$113K - $113K
|
15K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.19K+ 4.83% |
$111K - $112K
|
47.6K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
2.16K+ 28.05% |
$109K - $110K
|
9.84K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 46.6% |
$104K - $104K
|
6.45K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.03K+ 10.15% |
$103K - $103K
|
22K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.98K+ 15.84% |
$100K - $101K
|
14.4K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.95KNew |
$98.9K - $99.3K
|
1.95K
$99.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.91K+ 2.14% |
$97.1K - $97.5K
|
91.2K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.89K+ 3.79% |
$95.8K - $96.1K
|
51.7K
$2.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$94.3K - $94.7K
|
1.86K
$94.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.84K+ 19.77% |
$93.5K - $93.8K
|
11.2K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.68K+ 15.51% |
$85K - $85.3K
|
12.5K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.67K+ 7.05% |
$84.6K - $84.9K
|
25.3K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.63K+ 20.66% |
$82.7K - $83K
|
9.52K
$485K
|