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 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
481New |
$24.4K - $24.5K
|
481
$24.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
480+ 9.28% |
$24.3K - $24.4K
|
5.65K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34New |
$1.72K - $1.73K
|
34
$1.74K
|
|
| 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
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 19.38% |
$955K - $962K
|
116K
$5.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17.4K+ 81.92% |
$878K - $884K
|
38.5K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.5KNew |
$685K - $690K
|
13.5K
$691K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.44K+ 82.13% |
$326K - $328K
|
14.3K
$728K
|
|
|
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
$407K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.57KNew |
$79.2K - $79.8K
|
1.57K
$79.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.44K+ 18.79% |
$72.8K - $73.3K
|
9.09K
$464K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.48% |
$62K - $62.4K
|
83.7K
$4.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
838+ 65.57% |
$42.4K - $42.7K
|
2.12K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
746+ 9.3% |
$37.8K - $38K
|
8.77K
$447K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
590New |
$29.9K - $30.1K
|
590
$30.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
270New |
$13.7K - $13.8K
|
270
$13.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
253+ 3.2% |
$12.8K - $12.9K
|
8.16K
$417K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
105New |
$5.31K - $5.35K
|
105
$5.36K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
102+ 0.83% |
$5.16K - $5.2K
|
12.3K
$629K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
81+ 0.83% |
$4.1K - $4.13K
|
9.86K
$503K
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.6KNew |
$790K - $793K
|
15.6K
$798K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.2KNew |
$567K - $569K
|
11.2K
$572K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.2KNew |
$516K - $518K
|
10.2K
$521K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.07KNew |
$307K - $308K
|
6.07K
$310K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.45KNew |
$225K - $226K
|
4.45K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.24KNew |
$214K - $215K
|
4.24K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
978New |
$49.5K - $49.6K
|
978
$49.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
844+ 10.24% |
$42.7K - $42.8K
|
9.08K
$464K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
691New |
$34.9K - $35.1K
|
691
$35.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
313New |
$15.8K - $15.9K
|
313
$16K
|
|
|
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
$15.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
270New |
$13.7K - $13.7K
|
270
$13.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.94K - $7.97K
|
157
$8.01K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
138New |
$6.98K - $7K
|
138
$7.04K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
44+ 0.53% |
$2.23K - $2.23K
|
8.35K
$426K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3New |
$152 - $152
|
3
$153
|
|
| 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
$1.64M
|
|
|
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
$511K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
6.89KNew |
$349K - $350K
|
6.89K
$352K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.31KNew |
$319K - $321K
|
6.31K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
6.15K+ 3.79% |
$311K - $313K
|
168K
$8.59M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$304K - $305K
|
6K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.78KNew |
$242K - $243K
|
4.78K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.18KNew |
$212K - $213K
|
4.18K
$213K
|
|