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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
27+ 0.37% |
$1.37K - $1.37K
|
7.33K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25+ 119.05% |
$1.27K - $1.27K
|
46
$2.34K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
24+ 0.14% |
$1.22K - $1.22K
|
17K
$867K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$964 - $967
|
19
$968
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 0.76% |
$913 - $917
|
2.38K
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
14+ 0.17% |
$710 - $713
|
8.47K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.7% |
$609 - $611
|
1.73K
$88.3K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6+ 0.05% |
$304 - $306
|
12.3K
$628K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.75% |
$304 - $306
|
810
$41.3K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5+ 0.09% |
$254 - $255
|
5.69K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
127KNew |
$6.43M - $6.46M
|
127K
$6.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
47.9KNew |
$2.43M - $2.44M
|
47.9K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
39.7KNew |
$2.01M - $2.02M
|
39.7K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11.6KNew |
$588K - $590K
|
11.6K
$591K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.39KNew |
$425K - $427K
|
8.39K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8.33KNew |
$422K - $424K
|
8.33K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.71KNew |
$391K - $392K
|
7.71K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.91KNew |
$350K - $352K
|
6.91K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
6.5KNew |
$329K - $331K
|
6.5K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$322K - $323K
|
6.35K
$324K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
6.25KNew |
$316K - $318K
|
6.25K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.66KNew |
$287K - $288K
|
5.66K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.76KNew |
$241K - $242K
|
4.76K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.53K+ 8.86% |
$230K - $231K
|
55.7K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
3.57KNew |
$181K - $182K
|
3.57K
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.06K+ 38.84% |
$155K - $156K
|
10.9K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.01K+ 4.66% |
$153K - $153K
|
67.6K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.6KNew |
$132K - $132K
|
2.6K
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.96KNew |
$99.3K - $99.7K
|
1.96K
$99.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.63KNew |
$82.3K - $82.7K
|
1.63K
$82.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.52K+ 12.52% |
$76.8K - $77.1K
|
13.6K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
672New |
$34.1K - $34.2K
|
672
$34.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
644New |
$32.6K - $32.8K
|
644
$32.8K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
521+ 0.75% |
$26.4K - $26.5K
|
69.6K
$3.55M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
481New |
$24.4K - $24.5K
|
481
$24.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
480+ 9.28% |
$24.3K - $24.4K
|
5.65K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
211+ 1.54% |
$10.7K - $10.7K
|
14K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
153New |
$7.75K - $7.79K
|
153
$7.79K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34New |
$1.72K - $1.73K
|
34
$1.73K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.2KNew |
$1.53M - $1.54M
|
30.2K
$1.54M
|
|
|
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
$5.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.4K+ 81.92% |
$878K - $884K
|
38.5K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$685K - $690K
|
13.5K
$689K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.44K+ 82.13% |
$326K - $328K
|
14.3K
$727K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.29KNew |
$217K - $219K
|
4.29K
$219K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.28KNew |
$217K - $218K
|
4.28K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.19K+ 66.7% |
$161K - $163K
|
7.97K
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.57KNew |
$79.2K - $79.8K
|
1.57K
$79.7K
|
|