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
$926K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-204K- 65.34% |
$10.3M - $10.4M
|
108K
$5.47M
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-42.2K- 16.22% |
$2.14M - $2.15M
|
218K
$11M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 4.65% |
$919K - $923K
|
371K
$18.8M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-16.3K- 44.91% |
$829K - $832K
|
20K
$1.01M
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-14.4K- 60.63% |
$733K - $736K
|
9.38K
$475K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.5K- 4.25% |
$682K - $685K
|
303K
$15.4M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.87K- 5.96% |
$348K - $350K
|
108K
$5.49M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.66K- 33.05% |
$236K - $237K
|
9.43K
$477K
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.58K- 5.68% |
$232K - $233K
|
76K
$3.85M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.62K- 5.46% |
$184K - $185K
|
62.8K
$3.18M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.98K- 24.09% |
$151K - $152K
|
9.39K
$476K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.96K- 22.55% |
$150K - $151K
|
10.2K
$515K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.59K- 5.58% |
$131K - $132K
|
43.8K
$2.22M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.52K- 3.35% |
$128K - $128K
|
72.9K
$3.69M
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-2.21K- 12.88% |
$112K - $112K
|
14.9K
$755K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.97K- 15.04% |
$99.7K - $100K
|
11.1K
$562K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.59K- 2.48% |
$80.4K - $80.8K
|
62.2K
$3.15M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 2.69% |
$72.4K - $72.7K
|
51.7K
$2.62M
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.24K- 3.88% |
$63K - $63.2K
|
30.8K
$1.56M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.18K- 52.46% |
$59.6K - $59.8K
|
1.07K
$53.9K
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.14K- 2.85% |
$57.9K - $58.2K
|
38.9K
$1.97M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 17.11% |
$54.5K - $54.7K
|
5.21K
$264K
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-989- 0.8% |
$50.2K - $50.4K
|
123K
$6.22M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-924- 1.84% |
$46.9K - $47.1K
|
49.3K
$2.49M
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-742- 1.38% |
$37.6K - $37.8K
|
53.1K
$2.69M
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-530- 3.18% |
$26.9K - $27K
|
16.1K
$816K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-280- 4.44% |
$14.2K - $14.3K
|
6.02K
$305K
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-261- 0.26% |
$13.2K - $13.3K
|
102K
$5.15M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-187- 1.65% |
$9.48K - $9.52K
|
11.1K
$564K
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-160- 3.87% |
$8.12K - $8.15K
|
3.97K
$201K
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-113- 1.97% |
$5.73K - $5.75K
|
5.63K
$285K
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-55- 0.63% |
$2.79K - $2.8K
|
8.61K
$436K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-55- 0.3% |
$2.79K - $2.8K
|
18.5K
$938K
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-47- 0.22% |
$2.38K - $2.39K
|
21K
$1.06M
|
|
Q4 2024 | |||||||
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-417K- 97.75% |
$21.1M - $21.2M
|
9.61K
$486K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-294K- 30.12% |
$14.9M - $15M
|
683K
$34.6M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-174K- 36.33% |
$8.82M - $8.86M
|
305K
$15.4M
|
|
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
$38.9M
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-138K- 26.83% |
$6.98M - $7.01M
|
376K
$19M
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-105K- 35.4% |
$5.33M - $5.35M
|
192K
$9.71M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-86.2K- 36.88% |
$4.37M - $4.39M
|
148K
$7.47M
|
|
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
$3.08M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-64.1K- 10.9% |
$3.25M - $3.26M
|
524K
$26.5M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-60.4K- 53.65% |
$3.06M - $3.08M
|
52.2K
$2.64M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.9K- 13.2% |
$2.68M - $2.69M
|
348K
$17.6M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-52.8K- 55.41% |
$2.67M - $2.69M
|
42.5K
$2.15M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47.2K- 1.58% |
$2.39M - $2.4M
|
2.93M
$149M
|