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 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-709- 3.9% |
$36K - $36.1K
|
17.5K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-692- 2.35% |
$35.1K - $35.2K
|
28.8K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-672- 0.9% |
$34.1K - $34.2K
|
73.9K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-658- 2.84% |
$33.4K - $33.5K
|
22.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-650- 0.9% |
$33K - $33.1K
|
72K
$3.66M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-649- 5.19% |
$32.9K - $33K
|
11.9K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-624- 7.22% |
$31.6K - $31.8K
|
8.02K
$408K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-582- 0.55% |
$29.5K - $29.6K
|
105K
$5.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-530- 3.18% |
$26.9K - $27K
|
16.1K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-500- 8.77% |
$25.4K - $25.5K
|
5.2K
$264K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-482- 47.96% |
$24.4K - $24.5K
|
523
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-477- 1.39% |
$24.2K - $24.3K
|
33.9K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-402- 6.23% |
$20.4K - $20.5K
|
6.05K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-397- 1.45% |
$20.1K - $20.2K
|
26.9K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-394- 5.4% |
$20K - $20.1K
|
6.9K
$351K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-386- 4.22% |
$19.6K - $19.7K
|
8.76K
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-299- 5.95% |
$15.2K - $15.2K
|
4.72K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-291- 25.87% |
$14.8K - $14.8K
|
834
$42.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-291- 4.37% |
$14.8K - $14.8K
|
6.37K
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-280- 4.44% |
$14.2K - $14.3K
|
6.02K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-264- 0.61% |
$13.4K - $13.4K
|
42.8K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-261- 0.26% |
$13.2K - $13.3K
|
102K
$5.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-254- 0.21% |
$12.9K - $12.9K
|
123K
$6.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-221- 22.44% |
$11.2K - $11.3K
|
764
$38.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-216- 4.53% |
$11K - $11K
|
4.55K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-214- 4.57% |
$10.9K - $10.9K
|
4.47K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-213- 2.1% |
$10.8K - $10.8K
|
9.95K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-210- 50.0% |
$10.7K - $10.7K
|
210
$10.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-187- 1.65% |
$9.48K - $9.52K
|
11.1K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-160- 3.87% |
$8.12K - $8.15K
|
3.97K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-139- 0.98% |
$7.05K - $7.08K
|
14K
$713K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-113- 1.97% |
$5.73K - $5.75K
|
5.63K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-99- 0.62% |
$5.02K - $5.04K
|
15.9K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-96- 0.83% |
$4.87K - $4.89K
|
11.4K
$582K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-55- 0.63% |
$2.79K - $2.8K
|
8.61K
$438K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-55- 0.3% |
$2.79K - $2.8K
|
18.5K
$943K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-47- 0.22% |
$2.38K - $2.39K
|
21K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-20- 0.12% |
$1.01K - $1.02K
|
17.1K
$867K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-15- 0.31% |
$761 - $764
|
4.79K
$243K
|
|
| Q4 2024 | |||||||
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-417K- 97.75% |
$21.1M - $21.2M
|
9.61K
$489K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 22.71% |
$6.29M - $6.32M
|
422K
$21.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-17.1K- 66.64% |
$865K - $869K
|
8.55K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-9.69K- 50.69% |
$491K - $493K
|
9.42K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9K- 51.82% |
$456K - $458K
|
8.37K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.97K- 24.65% |
$150K - $151K
|
9.08K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.79K- 38.78% |
$142K - $142K
|
4.41K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.2K- 6.29% |
$111K - $112K
|
32.7K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.13K- 17.45% |
$108K - $108K
|
10.1K
$513K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.73K- 62.45% |
$87.4K - $87.8K
|
1.04K
$52.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-291- 3.28% |
$14.7K - $14.8K
|
8.59K
$437K
|
|