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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-52.4K- 5.74% |
$2.66M - $2.67M
|
861K
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13.6K- 9.38% |
$690K - $693K
|
132K
$6.7M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-13.5K- 25.58% |
$685K - $688K
|
39.3K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-13K- 44.98% |
$658K - $660K
|
15.9K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.92K- 4.84% |
$351K - $352K
|
136K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.62K- 7.76% |
$285K - $286K
|
66.8K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-3.96K- 28.84% |
$201K - $202K
|
9.77K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.44K- 14.48% |
$174K - $175K
|
20.3K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.27K- 21.65% |
$166K - $166K
|
11.8K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.73K- 17.4% |
$87.8K - $88.2K
|
8.22K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.21K- 3.3% |
$61.3K - $61.5K
|
35.4K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.18K- 52.46% |
$59.6K - $59.8K
|
1.07K
$54.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.16K- 2.62% |
$58.6K - $58.8K
|
42.9K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-800Closed |
$40.6K - $40.7K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-744- 8.83% |
$37.7K - $37.9K
|
7.68K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-649- 5.19% |
$32.9K - $33K
|
11.9K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-397- 1.45% |
$20.1K - $20.2K
|
26.9K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-291- 25.87% |
$14.8K - $14.8K
|
834
$42.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-291- 4.37% |
$14.8K - $14.8K
|
6.37K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-280- 4.44% |
$14.2K - $14.3K
|
6.02K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-214- 4.57% |
$10.9K - $10.9K
|
4.47K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-213- 2.1% |
$10.8K - $10.8K
|
9.95K
$507K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-160- 3.87% |
$8.12K - $8.15K
|
3.97K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-15- 0.31% |
$761 - $764
|
4.79K
$244K
|
|
| Q4 2024 | |||||||
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-417K- 97.75% |
$21.1M - $21.2M
|
9.61K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-9.69K- 50.69% |
$491K - $493K
|
9.42K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.97K- 24.65% |
$150K - $151K
|
9.08K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.13K- 17.45% |
$108K - $108K
|
10.1K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-291- 3.28% |
$14.7K - $14.8K
|
8.59K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-94- 2.2% |
$4.76K - $4.78K
|
4.18K
$213K
|
|
| 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
$8.65M
|
|
|
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
|
|
|
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
$877K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-934- 45.76% |
$47.3K - $47.6K
|
1.11K
$56.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-100- 0.51% |
$5.06K - $5.1K
|
19.4K
$989K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-95- 37.11% |
$4.81K - $4.84K
|
161
$8.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.01% |
$50.6 - $51
|
8.01K
$408K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-26.1K- 23.85% |
$1.32M - $1.32M
|
83.2K
$4.24M
|
|
|
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
$6.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-7.5K- 42.86% |
$379K - $381K
|
10K
$509K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.5K- 35.79% |
$329K - $330K
|
11.7K
$594K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.4K- 44.26% |
$273K - $274K
|
6.8K
$346K
|
|
|
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
$466K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.71K- 45.5% |
$188K - $188K
|
4.44K
$226K
|
|