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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.5K+ 18.93% |
$126K - $127K
|
15.7K
$800K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.4K+ 0.97% |
$121K - $122K
|
251K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.26K+ 47.04% |
$114K - $115K
|
7.07K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.12K+ 26.47% |
$107K - $108K
|
10.1K
$517K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.08KNew |
$105K - $106K
|
2.08K
$106K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.02K+ 11.94% |
$102K - $103K
|
18.9K
$964K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2K+ 20.44% |
$101K - $102K
|
11.8K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 12.98% |
$99.8K - $101K
|
17.2K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.98K+ 10.32% |
$99.8K - $101K
|
21.1K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.98KNew |
$99.8K - $101K
|
1.98K
$101K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.97K+ 11.64% |
$99.6K - $100K
|
18.9K
$964K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.76KNew |
$89K - $89.7K
|
1.76K
$89.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 12.33% |
$74K - $74.6K
|
13.3K
$680K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 21.06% |
$71.2K - $71.7K
|
8.1K
$413K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.3K+ 66.36% |
$65.7K - $66.2K
|
3.26K
$166K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.26K+ 8.48% |
$63.6K - $64.1K
|
16.1K
$821K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.22K+ 8.71% |
$61.7K - $62.2K
|
15.2K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.18K+ 2.97% |
$59.6K - $60.1K
|
40.9K
$2.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.14K+ 9.61% |
$57.4K - $57.9K
|
13K
$661K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
999+ 12.43% |
$50.5K - $50.9K
|
9.04K
$460K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
952+ 7.47% |
$48.1K - $48.5K
|
13.7K
$698K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
929+ 11.79% |
$46.9K - $47.3K
|
8.81K
$449K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
929+ 1.95% |
$46.9K - $47.3K
|
48.5K
$2.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
903New |
$45.6K - $46K
|
903
$46K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
866+ 1.31% |
$43.8K - $44.1K
|
67.1K
$3.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
834New |
$42.1K - $42.5K
|
834
$42.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
794+ 5.95% |
$40.1K - $40.4K
|
14.1K
$721K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
727+ 9.02% |
$36.7K - $37K
|
8.78K
$448K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
702+ 7.44% |
$35.5K - $35.7K
|
10.1K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
500+ 9.43% |
$25.3K - $25.5K
|
5.8K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
500+ 5.57% |
$25.3K - $25.5K
|
9.48K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
453+ 1.57% |
$22.9K - $23.1K
|
29.2K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
435+ 2.49% |
$22K - $22.2K
|
17.9K
$912K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
430+ 1.71% |
$21.7K - $21.9K
|
25.5K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
414+ 414.0% |
$20.9K - $21.1K
|
514
$26.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
386+ 4.41% |
$19.5K - $19.7K
|
9.14K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
360+ 1.04% |
$18.2K - $18.3K
|
35K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 4.55% |
$12K - $12.1K
|
5.45K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
232New |
$11.7K - $11.8K
|
232
$11.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
124+ 0.78% |
$6.26K - $6.31K
|
16K
$817K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
113+ 2.45% |
$5.71K - $5.75K
|
4.73K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
110+ 28.21% |
$5.56K - $5.6K
|
500
$25.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
99+ 60.74% |
$5K - $5.04K
|
262
$13.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
81+ 0.76% |
$4.09K - $4.12K
|
10.7K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
38+ 0.77% |
$1.92K - $1.93K
|
4.96K
$253K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30+ 3.55% |
$1.52K - $1.53K
|
876
$44.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 0.76% |
$909 - $917
|
2.4K
$122K
|