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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.45K- 33.05% |
$327K - $328K
|
13.1K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.34K- 36.45% |
$321K - $323K
|
11.1K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.28K- 5.47% |
$318K - $320K
|
108K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-6.2K- 1.05% |
$314K - $316K
|
584K
$29.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.07K- 17.4% |
$308K - $309K
|
28.8K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.59K- 30.0% |
$283K - $284K
|
13K
$662K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.54K- 3.91% |
$281K - $282K
|
136K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.92K- 42.53% |
$249K - $251K
|
6.65K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-4.91K- 37.96% |
$249K - $250K
|
8.02K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-4.79K- 25.87% |
$243K - $244K
|
13.7K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4.76K- 3.64% |
$241K - $242K
|
126K
$6.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-4.53K- 5.73% |
$229K - $231K
|
74.5K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.45K- 2.7% |
$226K - $227K
|
160K
$8.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.45K- 28.19% |
$226K - $227K
|
11.3K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.37K- 41.01% |
$221K - $222K
|
6.28K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.17K- 26.93% |
$211K - $212K
|
11.3K
$575K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.9K- 20.76% |
$198K - $199K
|
14.9K
$757K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.85K- 18.76% |
$195K - $196K
|
16.6K
$846K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.73K- 15.06% |
$189K - $190K
|
21K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.73K- 9.55% |
$189K - $190K
|
35.3K
$1.79M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3.46K- 20.87% |
$175K - $176K
|
13.1K
$667K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.41K- 3.18% |
$173K - $174K
|
104K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.1K- 37.3% |
$157K - $158K
|
5.22K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.97K- 24.65% |
$150K - $151K
|
9.08K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.89K- 7.35% |
$146K - $147K
|
36.4K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.79K- 38.78% |
$142K - $142K
|
4.41K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.75K- 4.95% |
$139K - $140K
|
52.8K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.66K- 4.38% |
$135K - $135K
|
58.1K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.65K- 17.54% |
$134K - $135K
|
12.5K
$633K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.24K- 31.24% |
$114K - $114K
|
4.94K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.2K- 6.29% |
$111K - $112K
|
32.7K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 5.45% |
$109K - $110K
|
37.5K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.13K- 17.45% |
$108K - $108K
|
10.1K
$512K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.08K- 2.06% |
$105K - $106K
|
98.8K
$5.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 15.65% |
$103K - $103K
|
10.9K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.02K- 5.36% |
$102K - $103K
|
35.7K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2K- 4.01% |
$101K - $102K
|
47.9K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.98K- 18.61% |
$100K - $101K
|
8.64K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.91K- 1.03% |
$96.5K - $97K
|
182K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.82K- 13.46% |
$92.3K - $92.7K
|
11.7K
$595K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.73K- 62.45% |
$87.4K - $87.8K
|
1.04K
$52.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.65K- 3.7% |
$83.4K - $83.7K
|
42.8K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.63K- 17.33% |
$82.4K - $82.8K
|
7.76K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 14.17% |
$70.5K - $70.8K
|
8.42K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.37K- 0.55% |
$69.4K - $69.7K
|
247K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.33K- 22.08% |
$67.1K - $67.4K
|
4.68K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.32K- 2.64% |
$66.7K - $67K
|
48.5K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 1.63% |
$66.3K - $66.6K
|
79K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 22.13% |
$63.3K - $63.6K
|
4.4K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.24K- 18.91% |
$63K - $63.3K
|
5.34K
$271K
|