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 |
|---|---|---|---|---|---|---|---|
|
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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18KNew |
$59.5K - $60.2K
|
1.18K
$60.2K
|
|
|
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
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
600New |
$30.2K - $30.5K
|
600
$30.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
590+ 12.3% |
$29.7K - $30K
|
5.39K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
365New |
$18.4K - $18.6K
|
365
$18.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
269+ 0.57% |
$13.5K - $13.7K
|
47.4K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
163New |
$8.2K - $8.29K
|
163
$8.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$7.85K - $7.94K
|
156
$7.93K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
80KNew |
$4.04M - $4.05M
|
80K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.4M - $2.41M
|
47.5K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21.8KNew |
$1.1M - $1.1M
|
21.8K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
18.6KNew |
$936K - $940K
|
18.6K
$943K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$512K - $514K
|
10.2K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.2KNew |
$464K - $466K
|
9.2K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$305K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$302K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.93KNew |
$249K - $250K
|
4.93K
$250K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
4.8KNew |
$242K - $243K
|
4.8K
$244K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.64KNew |
$234K - $235K
|
4.64K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.23K+ 3.73% |
$214K - $214K
|
118K
$5.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.21K+ 10.4% |
$60.9K - $61.2K
|
12.8K
$651K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
754New |
$38K - $38.2K
|
754
$38.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
474New |
$23.9K - $24K
|
474
$24.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
296New |
$14.9K - $15K
|
296
$15K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
296+ 2.7% |
$14.9K - $15K
|
11.3K
$572K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62.1KNew |
$3.13M - $3.15M
|
62.1K
$3.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
36.6KNew |
$1.85M - $1.86M
|
36.6K
$1.86M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
177New |
$8.94K - $8.98K
|
177
$8.99K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
80.1KNew |
$4.04M - $4.07M
|
80.1K
$4.07M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.7KNew |
$1.2M - $1.2M
|
23.7K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.5KNew |
$579K - $583K
|
11.5K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
8.82KNew |
$445K - $448K
|
8.82K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.46KNew |
$377K - $379K
|
7.46K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.87KNew |
$296K - $298K
|
5.87K
$298K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.66KNew |
$235K - $236K
|
4.66K
$237K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.93K+ 7703.92% |
$198K - $200K
|
3.98K
$202K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.68K+ 31.27% |
$186K - $187K
|
15.4K
$785K
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
2.67KNew |
$135K - $135K
|
2.67K
$135K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.59K+ 23.34% |
$80.4K - $81K
|
8.42K
$428K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$50.5K - $50.8K
|
1K
$50.8K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
862+ 6.88% |
$43.5K - $43.8K
|
13.4K
$680K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
740New |
$37.3K - $37.6K
|
740
$37.6K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
557+ 0.6% |
$28.1K - $28.3K
|
93.3K
$4.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
462+ 6.59% |
$23.3K - $23.5K
|
7.48K
$380K
|
|