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 |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-238K- 48.61% |
$12M - $12.1M
|
252K
$12.8M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-195K- 43.87% |
$9.83M - $9.91M
|
249K
$12.7M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-160K- 27.37% |
$8.1M - $8.16M
|
425K
$21.7M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-131K- 63.71% |
$6.62M - $6.67M
|
74.6K
$3.8M
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-95.4K- 80.41% |
$4.82M - $4.86M
|
23.2K
$1.18M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-63.8K- 58.78% |
$3.22M - $3.25M
|
44.7K
$2.28M
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-41.9K- 36.4% |
$2.12M - $2.13M
|
73.2K
$3.73M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-41.1K- 10.38% |
$2.08M - $2.09M
|
355K
$18.1M
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-37.1K- 15.85% |
$1.88M - $1.89M
|
197K
$10M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19.1K- 14.57% |
$963K - $971K
|
112K
$5.69M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-16.4K- 89.64% |
$828K - $834K
|
1.9K
$96.5K
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-12.3K- 7.83% |
$620K - $625K
|
144K
$7.35M
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 44.04% |
$538K - $543K
|
13.5K
$689K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-9.74K- 34.6% |
$492K - $496K
|
18.4K
$937K
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-9.13K- 7.47% |
$461K - $465K
|
113K
$5.76M
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-8.98K- 15.96% |
$454K - $457K
|
47.3K
$2.41M
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.6K- 15.35% |
$434K - $438K
|
47.4K
$2.42M
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-8.3K- 15.63% |
$419K - $423K
|
44.8K
$2.28M
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-8.28K- 20.25% |
$418K - $422K
|
32.6K
$1.66M
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-7.94K- 14.75% |
$401K - $404K
|
45.9K
$2.34M
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-7.86K- 24.56% |
$397K - $400K
|
24.2K
$1.23M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-7.77K- 12.98% |
$393K - $396K
|
52.1K
$2.65M
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.7K- 1.9% |
$389K - $392K
|
397K
$20.2M
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.32K- 22.74% |
$370K - $373K
|
24.9K
$1.27M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.7K- 1.05% |
$338K - $341K
|
633K
$32.3M
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-6.55K- 31.45% |
$331K - $333K
|
14.3K
$727K
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-5.75K- 6.46% |
$291K - $293K
|
83.3K
$4.24M
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.07K- 4.83% |
$256K - $258K
|
99.9K
$5.09M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-5K- 49.13% |
$252K - $254K
|
5.17K
$263K
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-4.9K- 24.45% |
$248K - $250K
|
15.1K
$771K
|
|
Jul 24, 2025
Q2 2025
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-4.7K- 23.86% |
$237K - $239K
|
15K
$764K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.64K- 11.13% |
$234K - $236K
|
37K
$1.89M
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.52K- 24.61% |
$228K - $230K
|
13.8K
$705K
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-4.16K- 4.95% |
$210K - $212K
|
79.9K
$4.07M
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-3.9K- 12.67% |
$197K - $199K
|
26.9K
$1.37M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.89K- 6.59% |
$196K - $198K
|
55.1K
$2.81M
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.75K- 5.97% |
$190K - $191K
|
59.1K
$3.01M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.74K- 1.93% |
$189K - $190K
|
190K
$9.66M
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.59K- 23.91% |
$181K - $183K
|
11.4K
$582K
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.53K- 0.59% |
$178K - $179K
|
592K
$30.1M
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3.49K- 10.68% |
$176K - $178K
|
29.2K
$1.49M
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 2.81% |
$174K - $176K
|
119K
$6.08M
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3.34K- 4.39% |
$169K - $170K
|
72.7K
$3.7M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.16K- 4.34% |
$160K - $161K
|
69.7K
$3.55M
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.99K- 54.79% |
$151K - $152K
|
2.47K
$126K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.81K- 5.44% |
$142K - $143K
|
48.9K
$2.49M
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.51K- 3.92% |
$127K - $128K
|
61.6K
$3.14M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.41K- 21.3% |
$122K - $122K
|
8.89K
$453K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 1.38% |
$115K - $115K
|
162K
$8.24M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.2K- 2.07% |
$111K - $112K
|
104K
$5.29M
|