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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
9.89K+ 66.55% |
$500K - $502K
|
24.8K
$1.26M
|
|
|
Mar 04, 2025
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
$455K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.52K+ 1750.69% |
$127K - $128K
|
2.67K
$135K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.21KNew |
$112K - $112K
|
2.21K
$113K
|
|
|
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
$462K
|
|
|
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
$15.8K
|
|
|
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
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.6K+ 51.82% |
$587K - $589K
|
34K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10KNew |
$506K - $508K
|
10K
$508K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
6.89KNew |
$349K - $350K
|
6.89K
$350K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.31KNew |
$319K - $321K
|
6.31K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
6.15K+ 3.79% |
$311K - $313K
|
168K
$8.55M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$304K - $305K
|
6K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.78KNew |
$242K - $243K
|
4.78K
$243K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.18KNew |
$212K - $213K
|
4.18K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.55K+ 25.45% |
$129K - $129K
|
12.5K
$638K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.79K+ 19.3% |
$90.6K - $91K
|
11.1K
$562K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
500+ 4.42% |
$25.3K - $25.4K
|
11.8K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
193New |
$9.77K - $9.81K
|
193
$9.81K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$50.6 - $50.8
|
1
$50.8
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
317KNew |
$15.9M - $16.1M
|
317K
$16.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
64.8KNew |
$3.26M - $3.3M
|
64.8K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
11.9K+ 146.82% |
$600K - $607K
|
20K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10KNew |
$505K - $511K
|
10K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.82KNew |
$444K - $449K
|
8.82K
$448K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
8.22KNew |
$413K - $418K
|
8.22K
$418K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.92KNew |
$298K - $301K
|
5.92K
$301K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
5.2KNew |
$262K - $265K
|
5.2K
$264K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.67KNew |
$235K - $238K
|
4.67K
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.13KNew |
$208K - $210K
|
4.13K
$210K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.95KNew |
$199K - $201K
|
3.95K
$201K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.48KNew |
$74.4K - $75.3K
|
1.48K
$75.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.01KNew |
$50.9K - $51.5K
|
1.01K
$51.4K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1KNew |
$50.3K - $50.9K
|
1K
$50.8K
|
|