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 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 23.03% |
$88.7K - $89.3K
|
5.86K
$298K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.42K- 7.62% |
$71.9K - $72.4K
|
17.2K
$875K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-934- 45.76% |
$47.3K - $47.6K
|
1.11K
$56.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-782- 8.01% |
$39.6K - $39.9K
|
8.98K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-700- 7.22% |
$35.4K - $35.7K
|
8.99K
$457K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-483- 6.94% |
$24.4K - $24.6K
|
6.48K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-349- 7.81% |
$17.7K - $17.8K
|
4.12K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-100- 1.01% |
$5.06K - $5.1K
|
9.79K
$498K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-100- 8.16% |
$5.06K - $5.1K
|
1.13K
$57.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-100- 0.51% |
$5.06K - $5.1K
|
19.4K
$988K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-95- 37.11% |
$4.81K - $4.84K
|
161
$8.19K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$50.6 - $51
|
8.01K
$407K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-26.1K- 23.85% |
$1.32M - $1.32M
|
83.2K
$4.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.6K- 66.43% |
$989K - $993K
|
9.89K
$503K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-17.5K- 98.87% |
$885K - $888K
|
200
$10.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-8.53K- 6.07% |
$432K - $433K
|
132K
$6.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-7.5K- 42.86% |
$379K - $381K
|
10K
$508K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.5K- 35.79% |
$329K - $330K
|
11.7K
$593K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.4K- 44.26% |
$273K - $274K
|
6.8K
$346K
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-4.83K- 8.7% |
$244K - $245K
|
50.7K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.12KClosed |
$208K - $209K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 30.1% |
$199K - $200K
|
9.15K
$465K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.71K- 45.5% |
$188K - $188K
|
4.44K
$226K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3K- 33.19% |
$152K - $152K
|
6.04K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.13K- 28.29% |
$108K - $108K
|
5.39K
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.99K- 29.34% |
$101K - $101K
|
4.8K
$244K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-350- 12.32% |
$17.7K - $17.8K
|
2.49K
$127K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-254- 2.41% |
$12.8K - $12.9K
|
10.3K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-244- 3.45% |
$12.3K - $12.4K
|
6.83K
$347K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-244- 3.45% |
$12.3K - $12.4K
|
6.83K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 3.5% |
$10.1K - $10.2K
|
5.52K
$281K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-16- 0.3% |
$809 - $812
|
5.33K
$271K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 12.33% |
$455 - $457
|
64
$3.25K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-26.2K- 85.22% |
$1.33M - $1.33M
|
4.55K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-10.3K- 46.12% |
$519K - $521K
|
12K
$609K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.2K- 32.0% |
$162K - $163K
|
6.8K
$346K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.18K- 36.81% |
$161K - $161K
|
5.45K
$277K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.96K- 21.36% |
$150K - $150K
|
10.9K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.3K- 3.53% |
$117K - $117K
|
62.9K
$3.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-954- 4.01% |
$48.3K - $48.5K
|
22.8K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-882- 9.01% |
$44.6K - $44.8K
|
8.91K
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-644- 3.98% |
$32.6K - $32.7K
|
15.5K
$790K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9- 0.91% |
$456 - $458
|
980
$49.8K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1Closed |
$50.6 - $50.8
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-18.8KClosed |
$946K - $957K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.47K- 2.89% |
$275K - $278K
|
184K
$9.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.98K- 39.27% |
$150K - $152K
|
4.61K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.74K- 36.08% |
$138K - $140K
|
4.86K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.68K- 35.34% |
$135K - $136K
|
4.9K
$249K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.09K- 11.49% |
$54.6K - $55.2K
|
8.36K
$425K
|
|