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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.35K- 4.1% |
$322K - $324K
|
149K
$7.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-6.04K- 9.81% |
$306K - $308K
|
55.5K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-5.8K- 7.3% |
$293K - $295K
|
73.6K
$3.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5.53K- 3.46% |
$280K - $282K
|
154K
$7.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5.46K- 41.2% |
$276K - $278K
|
7.79K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.01K- 43.36% |
$254K - $255K
|
6.55K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.55K- 5.54% |
$230K - $232K
|
77.7K
$3.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.51K- 3.5% |
$228K - $230K
|
124K
$6.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.15K- 7.09% |
$210K - $211K
|
54.4K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.91K- 8.45% |
$198K - $199K
|
42.3K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.81K- 20.56% |
$193K - $194K
|
14.7K
$747K
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-3.65K- 1.21% |
$185K - $186K
|
297K
$15.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.57K- 7.81% |
$181K - $182K
|
42.1K
$2.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.55K- 13.49% |
$180K - $181K
|
22.7K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.5K- 12.39% |
$177K - $178K
|
24.8K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.39K- 8.9% |
$172K - $173K
|
34.7K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.32K- 22.02% |
$168K - $169K
|
11.7K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.18K- 7.58% |
$161K - $162K
|
38.8K
$1.97M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.15K- 18.29% |
$160K - $161K
|
14.1K
$715K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.12K- 15.51% |
$158K - $159K
|
17K
$863K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 5.3% |
$153K - $155K
|
54.2K
$2.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.89K- 3.95% |
$146K - $147K
|
70.2K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.87K- 6.85% |
$145K - $146K
|
39K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.87K- 15.68% |
$145K - $146K
|
15.4K
$782K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.86K- 17.01% |
$145K - $146K
|
13.9K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.76K- 8.0% |
$139K - $140K
|
31.7K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 1.32% |
$135K - $136K
|
199K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-2.56K- 1.06% |
$129K - $130K
|
239K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.44K- 12.16% |
$123K - $124K
|
17.6K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.25K- 5.95% |
$114K - $114K
|
35.5K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-2.16K- 6.42% |
$109K - $110K
|
31.5K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.09K- 24.14% |
$106K - $107K
|
6.58K
$334K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2K- 25.97% |
$101K - $102K
|
5.7K
$289K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.97K- 10.61% |
$99.6K - $100K
|
16.6K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.95K- 7.69% |
$98.7K - $99.4K
|
23.4K
$1.19M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.95K- 3.11% |
$98.7K - $99.4K
|
60.8K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.8K- 3.4% |
$91.1K - $91.8K
|
51.2K
$2.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-1.77K- 16.59% |
$89.4K - $90K
|
8.88K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 23.03% |
$88.7K - $89.3K
|
5.86K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.68K- 3.26% |
$84.9K - $85.5K
|
49.8K
$2.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.62K- 3.43% |
$81.7K - $82.3K
|
45.5K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.6K- 2.3% |
$81.1K - $81.6K
|
68.1K
$3.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.42K- 7.62% |
$71.9K - $72.4K
|
17.2K
$874K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 1.81% |
$69.3K - $69.8K
|
74.4K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.04K- 4.13% |
$52.5K - $52.9K
|
24.1K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1K- 4.12% |
$50.6K - $51K
|
23.3K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-990- 10.8% |
$50.1K - $50.5K
|
8.18K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-965- 2.42% |
$48.8K - $49.2K
|
38.9K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-944- 11.18% |
$47.8K - $48.1K
|
7.5K
$381K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-934- 45.76% |
$47.3K - $47.6K
|
1.11K
$56.2K
|