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 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-911K- 98.03% |
$46.2M - $46.4M
|
18.3K
$930K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-204K- 65.34% |
$10.3M - $10.4M
|
108K
$5.5M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-202K- 29.54% |
$10.2M - $10.3M
|
481K
$24.5M
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-133K- 54.97% |
$6.75M - $6.78M
|
109K
$5.55M
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-76.7K- 40.01% |
$3.89M - $3.91M
|
115K
$5.85M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-56.6K- 19.44% |
$2.87M - $2.88M
|
234K
$11.9M
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-55.1K- 69.82% |
$2.79M - $2.81M
|
23.8K
$1.21M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-52.4K- 5.74% |
$2.66M - $2.67M
|
861K
$43.8M
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-52.4K- 73.66% |
$2.66M - $2.67M
|
18.7K
$952K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51K- 10.46% |
$2.59M - $2.6M
|
437K
$22.2M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-48.9K- 84.11% |
$2.48M - $2.49M
|
9.24K
$470K
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-45.4K- 41.62% |
$2.3M - $2.31M
|
63.7K
$3.24M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.9K- 70.46% |
$2.18M - $2.19M
|
18K
$915K
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-42.2K- 16.22% |
$2.14M - $2.15M
|
218K
$11.1M
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-32K- 43.96% |
$1.62M - $1.63M
|
40.8K
$2.07M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25K- 67.82% |
$1.27M - $1.27M
|
11.9K
$604K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-19.9K- 11.29% |
$1.01M - $1.01M
|
157K
$7.96M
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-19.2K- 29.53% |
$976K - $980K
|
45.9K
$2.34M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 4.65% |
$919K - $923K
|
371K
$18.9M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.6K- 63.16% |
$891K - $895K
|
10.2K
$521K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17.2K- 12.56% |
$873K - $876K
|
120K
$6.1M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-16.3K- 44.91% |
$829K - $832K
|
20K
$1.02M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-15.4K- 10.53% |
$781K - $784K
|
131K
$6.65M
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-14.4K- 60.63% |
$733K - $736K
|
9.38K
$477K
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13.6K- 9.38% |
$690K - $693K
|
132K
$6.69M
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-13.5K- 25.58% |
$685K - $688K
|
39.3K
$2M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.5K- 4.25% |
$682K - $685K
|
303K
$15.4M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.4K- 10.69% |
$681K - $684K
|
112K
$5.7M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-13K- 44.98% |
$658K - $660K
|
15.9K
$807K
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-10.3K- 8.02% |
$525K - $527K
|
119K
$6.03M
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.3K- 1.0% |
$522K - $524K
|
1.02M
$51.7M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-10.2K- 13.62% |
$519K - $521K
|
64.9K
$3.3M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9.89K- 14.35% |
$501K - $503K
|
59K
$3M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-9.82K- 9.94% |
$498K - $500K
|
89K
$4.53M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.43K- 17.68% |
$478K - $480K
|
43.9K
$2.23M
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-9.15K- 12.48% |
$464K - $466K
|
64.1K
$3.26M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.7K- 21.2% |
$441K - $443K
|
32.3K
$1.64M
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-8.43K- 3.33% |
$428K - $429K
|
245K
$12.4M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.25K- 21.46% |
$419K - $420K
|
30.2K
$1.54M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.28K- 4.39% |
$369K - $371K
|
158K
$8.06M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7K- 33.3% |
$355K - $356K
|
14K
$713K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.92K- 4.84% |
$351K - $352K
|
136K
$6.92M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.88K- 8.51% |
$349K - $350K
|
73.9K
$3.76M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.87K- 5.96% |
$348K - $350K
|
108K
$5.52M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.81K- 6.28% |
$346K - $347K
|
102K
$5.17M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.01K- 3.53% |
$305K - $306K
|
164K
$8.34M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.8K- 15.33% |
$294K - $295K
|
32K
$1.63M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.62K- 7.76% |
$285K - $286K
|
66.8K
$3.4M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.66K- 33.05% |
$236K - $237K
|
9.43K
$480K
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.58K- 5.68% |
$232K - $233K
|
76K
$3.87M
|