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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
87+ 1.26% |
$4.41K - $4.43K
|
7.01K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
75+ 0.11% |
$3.8K - $3.82K
|
69.1K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
62+ 0.81% |
$3.14K - $3.16K
|
7.75K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58+ 0.29% |
$2.94K - $2.95K
|
20K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
49+ 0.49% |
$2.48K - $2.49K
|
9.96K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
38+ 0.4% |
$1.93K - $1.93K
|
9.45K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34New |
$1.72K - $1.73K
|
34
$1.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
19+ 0.81% |
$963 - $967
|
2.37K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14New |
$709 - $713
|
14
$709
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
14+ 0.31% |
$709 - $713
|
4.48K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.76% |
$659 - $662
|
1.72K
$87.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13+ 0.31% |
$659 - $662
|
4.25K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.13% |
$659 - $662
|
10.2K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.11% |
$405 - $407
|
7.51K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.72% |
$355 - $356
|
985
$49.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6+ 0.11% |
$304 - $305
|
5.69K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.01% |
$50.7 - $50.9
|
12.8K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
122K+ 7537.13% |
$6.16M - $6.21M
|
123K
$6.25M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
110KNew |
$5.58M - $5.62M
|
110K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
36.4KNew |
$1.84M - $1.86M
|
36.4K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.2KNew |
$1.53M - $1.54M
|
30.2K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.1KNew |
$1.07M - $1.07M
|
21.1K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 19.38% |
$955K - $962K
|
116K
$5.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.4K+ 81.92% |
$878K - $884K
|
38.5K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$827K - $833K
|
16.4K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$685K - $690K
|
13.5K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.53KNew |
$432K - $435K
|
8.53K
$432K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.44K+ 82.13% |
$326K - $328K
|
14.3K
$722K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.13KNew |
$310K - $313K
|
6.13K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.72KNew |
$289K - $291K
|
5.72K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.77KNew |
$241K - $243K
|
4.77K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.29KNew |
$217K - $219K
|
4.29K
$217K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.28KNew |
$217K - $218K
|
4.28K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.91K+ 33.07% |
$198K - $199K
|
15.7K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.19K+ 66.7% |
$161K - $163K
|
7.97K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.72K+ 12.95% |
$138K - $139K
|
23.7K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.59K+ 11.05% |
$80.4K - $80.9K
|
16K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.57KNew |
$79.2K - $79.8K
|
1.57K
$79.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.44K+ 18.79% |
$72.8K - $73.3K
|
9.09K
$460K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.48% |
$62K - $62.4K
|
83.7K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.1K+ 15.71% |
$55.7K - $56.1K
|
8.1K
$410K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
982+ 12.03% |
$49.7K - $50K
|
9.14K
$463K
|
|
|
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
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
590New |
$29.9K - $30.1K
|
590
$29.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
500+ 5.68% |
$25.3K - $25.5K
|
9.3K
$471K
|
|
|
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
$413K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
105New |
$5.31K - $5.35K
|
105
$5.32K
|
|