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 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.53K+ 10.65% |
$77.6K - $77.9K
|
15.9K
$809K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.33K+ 12.79% |
$67.6K - $67.9K
|
11.8K
$599K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.32K+ 7.4% |
$66.9K - $67.2K
|
19.1K
$975K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.15KNew |
$58.1K - $58.3K
|
1.15K
$58.3K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.13K+ 0.46% |
$57.3K - $57.5K
|
248K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
1.1K+ 0.74% |
$55.6K - $55.9K
|
149K
$7.57M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 8.01% |
$52.4K - $52.7K
|
13.9K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1K+ 21.39% |
$50.7K - $50.9K
|
5.68K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1KNew |
$50.7K - $50.9K
|
1K
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
950+ 42.91% |
$48.2K - $48.4K
|
3.16K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
949+ 23.03% |
$48.1K - $48.3K
|
5.07K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
869+ 4.17% |
$44.1K - $44.2K
|
21.7K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
865+ 4.91% |
$43.9K - $44K
|
18.5K
$941K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
846New |
$42.9K - $43.1K
|
846
$43.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
842+ 11.67% |
$42.7K - $42.9K
|
8.06K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
840+ 20.51% |
$42.6K - $42.8K
|
4.94K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
797+ 20.86% |
$40.4K - $40.6K
|
4.62K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
788+ 0.16% |
$40K - $40.1K
|
491K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
750+ 6.02% |
$38K - $38.2K
|
13.2K
$673K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
664+ 156.6% |
$33.7K - $33.8K
|
1.09K
$55.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
621+ 0.1% |
$31.5K - $31.6K
|
595K
$30.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
538+ 5.0% |
$27.3K - $27.4K
|
11.3K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
500+ 10.42% |
$25.4K - $25.5K
|
5.3K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
499+ 6.65% |
$25.3K - $25.4K
|
8.01K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
463+ 5.96% |
$23.5K - $23.6K
|
8.23K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
454New |
$23K - $23.1K
|
454
$23.1K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
452+ 1.26% |
$22.9K - $23K
|
36.2K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
440New |
$22.3K - $22.4K
|
440
$22.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
436+ 5.72% |
$22.1K - $22.2K
|
8.05K
$410K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
424New |
$21.5K - $21.6K
|
424
$21.6K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
408+ 2.83% |
$20.7K - $20.8K
|
14.8K
$756K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
392+ 6.39% |
$19.9K - $20K
|
6.53K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
392+ 5.24% |
$19.9K - $20K
|
7.88K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
375New |
$19K - $19.1K
|
375
$19.1K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
309+ 7.27% |
$15.7K - $15.7K
|
4.56K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
298+ 93.42% |
$15.1K - $15.2K
|
617
$31.4K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
264+ 1.35% |
$13.4K - $13.4K
|
19.8K
$1.01M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
233New |
$11.8K - $11.9K
|
233
$11.9K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
136+ 0.69% |
$6.9K - $6.93K
|
19.9K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$5.07K - $5.09K
|
100
$5.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
92+ 0.06% |
$4.67K - $4.68K
|
157K
$7.98M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
77+ 0.73% |
$3.91K - $3.92K
|
10.6K
$540K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
77+ 0.46% |
$3.91K - $3.92K
|
16.9K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76+ 0.69% |
$3.85K - $3.87K
|
11.1K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
71+ 0.15% |
$3.6K - $3.62K
|
47.6K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71+ 0.73% |
$3.6K - $3.62K
|
9.81K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
68+ 485.71% |
$3.45K - $3.46K
|
82
$4.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
64+ 1.43% |
$3.25K - $3.26K
|
4.54K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
63+ 0.95% |
$3.2K - $3.21K
|
6.67K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
32+ 0.73% |
$1.62K - $1.63K
|
4.41K
$225K
|