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 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$61K - $61.3K
|
35.8K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.14K- 4.86% |
$57.7K - $57.9K
|
22.3K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.11K- 7.87% |
$56.2K - $56.4K
|
13K
$659K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.08K- 2.57% |
$54.9K - $55.2K
|
41K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.04K- 6.78% |
$52.9K - $53.1K
|
14.4K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-960- 2.91% |
$48.6K - $48.9K
|
32K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-941- 2.43% |
$47.7K - $47.9K
|
37.8K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-929- 7.58% |
$47.1K - $47.3K
|
11.3K
$575K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-827- 13.01% |
$41.9K - $42.1K
|
5.53K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-745- 6.22% |
$37.7K - $37.9K
|
11.2K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-602- 12.82% |
$30.5K - $30.6K
|
4.1K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-496- 0.71% |
$25.1K - $25.2K
|
69.7K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-496- 0.4% |
$25.1K - $25.2K
|
124K
$6.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-495- 10.73% |
$25.1K - $25.2K
|
4.12K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-469- 1.99% |
$23.8K - $23.9K
|
23.1K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-467- 4.87% |
$23.7K - $23.8K
|
9.13K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-466- 1.2% |
$23.6K - $23.7K
|
38.5K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-465- 0.99% |
$23.6K - $23.7K
|
46.3K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-404- 1.27% |
$20.5K - $20.6K
|
31.3K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-402- 0.75% |
$20.4K - $20.5K
|
53.1K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-384- 2.02% |
$19.5K - $19.5K
|
18.6K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-331- 1.02% |
$16.8K - $16.8K
|
32K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-326- 5.37% |
$16.5K - $16.6K
|
5.74K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-291- 3.28% |
$14.7K - $14.8K
|
8.59K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-225- 4.47% |
$11.4K - $11.5K
|
4.81K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-208- 1.77% |
$10.5K - $10.6K
|
11.5K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-194- 2.92% |
$9.83K - $9.87K
|
6.45K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-191- 90.09% |
$9.68K - $9.72K
|
21
$1.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-178- 15.05% |
$9.02K - $9.06K
|
1.01K
$51.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-178- 15.05% |
$9.02K - $9.06K
|
1.01K
$51.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-162- 1.48% |
$8.21K - $8.25K
|
10.8K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-161- 1.15% |
$8.16K - $8.19K
|
13.8K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-155- 3.28% |
$7.85K - $7.89K
|
4.56K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-148- 1.84% |
$7.5K - $7.53K
|
7.89K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-136- 0.8% |
$6.89K - $6.92K
|
16.9K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-125- 0.27% |
$6.33K - $6.36K
|
45.4K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-121- 0.49% |
$6.13K - $6.16K
|
24.5K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-94- 2.2% |
$4.76K - $4.78K
|
4.18K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-79- 0.49% |
$4K - $4.02K
|
16K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-53- 0.19% |
$2.69K - $2.7K
|
27.7K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-37- 0.51% |
$1.87K - $1.88K
|
7.21K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-27- 0.61% |
$1.37K - $1.37K
|
4.38K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19- 0.01% |
$963 - $967
|
175K
$8.88M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33K- 51.86% |
$1.67M - $1.68M
|
30.6K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.4K- 9.27% |
$878K - $884K
|
170K
$8.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 55.57% |
$521K - $525K
|
8.24K
$419K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.99K- 23.65% |
$354K - $356K
|
22.6K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.01K- 43.36% |
$254K - $255K
|
6.55K
$333K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.12K- 15.51% |
$158K - $159K
|
17K
$864K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2K- 25.97% |
$101K - $102K
|
5.7K
$290K
|
|