Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.87K- 5.96% |
$348K - $350K
|
108K
$5.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.66K- 33.05% |
$236K - $237K
|
9.43K
$479K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.98K- 24.09% |
$151K - $152K
|
9.39K
$477K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.96K- 22.55% |
$150K - $151K
|
10.2K
$517K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.97K- 15.04% |
$99.7K - $100K
|
11.1K
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.24K- 3.88% |
$63K - $63.2K
|
30.8K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-989- 0.8% |
$50.2K - $50.4K
|
123K
$6.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-261- 0.26% |
$13.2K - $13.3K
|
102K
$5.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-47- 0.22% |
$2.38K - $2.39K
|
21K
$1.07M
|
|
| Q4 2024 | |||||||
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-417K- 97.75% |
$21.1M - $21.2M
|
9.61K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-294K- 30.12% |
$14.9M - $15M
|
683K
$34.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-174K- 36.33% |
$8.82M - $8.86M
|
305K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-168K- 43.48% |
$8.52M - $8.56M
|
219K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-167K- 17.9% |
$8.48M - $8.52M
|
768K
$39M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-138K- 26.83% |
$6.98M - $7.01M
|
376K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-105K- 35.4% |
$5.33M - $5.35M
|
192K
$9.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-86.2K- 36.88% |
$4.37M - $4.39M
|
148K
$7.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-76.4K- 25.5% |
$3.87M - $3.89M
|
223K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.3K- 53.93% |
$3.61M - $3.63M
|
60.9K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-64.1K- 10.9% |
$3.25M - $3.26M
|
524K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-60.4K- 53.65% |
$3.06M - $3.08M
|
52.2K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.9K- 13.2% |
$2.68M - $2.69M
|
348K
$17.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-52.8K- 55.41% |
$2.67M - $2.69M
|
42.5K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47.2K- 1.58% |
$2.39M - $2.4M
|
2.93M
$149M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-44.1K- 85.92% |
$2.23M - $2.24M
|
7.23K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9K- 18.35% |
$1.67M - $1.68M
|
147K
$7.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-27.5K- 52.76% |
$1.39M - $1.4M
|
24.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-24.1K- 6.34% |
$1.22M - $1.23M
|
356K
$18.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-24K- 35.3% |
$1.22M - $1.22M
|
44.1K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-23.5K- 30.56% |
$1.19M - $1.19M
|
53.3K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-21.9K- 5.76% |
$1.11M - $1.11M
|
358K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21K- 2.23% |
$1.06M - $1.07M
|
919K
$46.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18.9K- 98.91% |
$957K - $961K
|
209
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.7K- 23.84% |
$894K - $898K
|
56.4K
$2.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-17.1K- 66.64% |
$865K - $869K
|
8.55K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-16.8K- 13.14% |
$850K - $854K
|
111K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.5K- 12.42% |
$786K - $790K
|
109K
$5.56M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-15.2K- 27.44% |
$768K - $771K
|
40.1K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 41.82% |
$736K - $739K
|
20.2K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.2K- 28.59% |
$671K - $674K
|
33.1K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-13K- 4.89% |
$659K - $662K
|
253K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-12.1K- 14.14% |
$612K - $614K
|
73.3K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11K- 11.15% |
$560K - $562K
|
88.1K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.9K- 24.04% |
$551K - $553K
|
34.4K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-10.8K- 46.47% |
$548K - $551K
|
12.5K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.5K- 29.51% |
$531K - $533K
|
25K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-9.87K- 1.97% |
$500K - $502K
|
491K
$24.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-9.69K- 50.69% |
$491K - $493K
|
9.42K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.22K- 6.06% |
$467K - $469K
|
143K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.21K- 34.32% |
$466K - $469K
|
17.6K
$895K
|
|