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 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
838+ 65.57% |
$42.4K - $42.7K
|
2.12K
$107K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
746+ 9.3% |
$37.8K - $38K
|
8.77K
$445K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
599+ 2.3% |
$30.3K - $30.5K
|
26.7K
$1.35M
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
590New |
$29.9K - $30.1K
|
590
$30K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
500+ 5.68% |
$25.3K - $25.5K
|
9.3K
$472K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
370+ 5.27% |
$18.7K - $18.9K
|
7.4K
$376K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
361+ 1.55% |
$18.3K - $18.4K
|
23.6K
$1.2M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
299+ 3.86% |
$15.1K - $15.2K
|
8.04K
$408K
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
285+ 1.39% |
$14.4K - $14.5K
|
20.8K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
270New |
$13.7K - $13.8K
|
270
$13.7K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
253+ 3.2% |
$12.8K - $12.9K
|
8.16K
$415K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
152+ 0.78% |
$7.69K - $7.75K
|
19.6K
$996K
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
102+ 0.83% |
$5.16K - $5.2K
|
12.3K
$626K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
86+ 0.17% |
$4.35K - $4.38K
|
50.1K
$2.54M
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
81+ 0.83% |
$4.1K - $4.13K
|
9.86K
$501K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26New |
$1.32K - $1.32K
|
26
$1.32K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19+ 0.82% |
$962 - $968
|
2.35K
$119K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.14% |
$658 - $662
|
9.19K
$467K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.06% |
$354 - $357
|
11K
$557K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$50.6 - $51
|
1
$50.8
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.1KNew |
$2.48M - $2.49M
|
49.1K
$2.5M
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.6KNew |
$790K - $793K
|
15.6K
$794K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$567K - $569K
|
11.2K
$569K
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$516K - $518K
|
10.2K
$519K
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
9.89K+ 66.55% |
$500K - $502K
|
24.8K
$1.26M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.98KNew |
$454K - $456K
|
8.98K
$456K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.07KNew |
$307K - $308K
|
6.07K
$309K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 41.31% |
$248K - $249K
|
16.8K
$853K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.45KNew |
$225K - $226K
|
4.45K
$226K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.28KNew |
$216K - $217K
|
4.28K
$217K
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.24KNew |
$214K - $215K
|
4.24K
$215K
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4K+ 80.89% |
$202K - $203K
|
8.95K
$454K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.52K+ 1750.69% |
$127K - $128K
|
2.67K
$135K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.31K+ 3.33% |
$117K - $117K
|
71.5K
$3.63M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.21KNew |
$112K - $112K
|
2.21K
$112K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
978New |
$49.5K - $49.6K
|
978
$49.7K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
844+ 10.24% |
$42.7K - $42.8K
|
9.08K
$461K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
691New |
$34.9K - $35.1K
|
691
$35.1K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
313New |
$15.8K - $15.9K
|
313
$15.9K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
310New |
$15.7K - $15.7K
|
310
$15.7K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$15.2K - $15.2K
|
300
$15.2K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
270New |
$13.7K - $13.7K
|
270
$13.7K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
175+ 3.15% |
$8.85K - $8.88K
|
5.73K
$291K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.94K - $7.97K
|
157
$7.98K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
138New |
$6.98K - $7K
|
138
$7.01K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3New |
$152 - $152
|
3
$152
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.6KNew |
$1.75M - $1.76M
|
34.6K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
32.1KNew |
$1.63M - $1.63M
|
32.1K
$1.63M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19.3KNew |
$977K - $982K
|
19.3K
$981K
|