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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3K- 33.19% |
$152K - $152K
|
6.04K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.13K- 28.29% |
$108K - $108K
|
5.39K
$275K
|
|
|
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
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-244- 3.45% |
$12.3K - $12.4K
|
6.83K
$348K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-244- 3.45% |
$12.3K - $12.4K
|
6.83K
$348K
|
|
|
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
$272K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 12.33% |
$455 - $457
|
64
$3.26K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-26.2K- 85.22% |
$1.33M - $1.33M
|
4.55K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-10.3K- 46.12% |
$519K - $521K
|
12K
$610K
|
|
|
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
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.96K- 21.36% |
$150K - $150K
|
10.9K
$555K
|
|
|
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
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-644- 3.98% |
$32.6K - $32.7K
|
15.5K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9- 0.91% |
$456 - $458
|
980
$49.9K
|
|
|
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
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.98K- 39.27% |
$150K - $152K
|
4.61K
$235K
|
|
|
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
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-581- 10.8% |
$29.2K - $29.6K
|
4.8K
$244K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 6.01% |
$21.4K - $21.6K
|
6.65K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-357- 5.06% |
$18K - $18.2K
|
6.7K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-292- 4.59% |
$14.7K - $14.9K
|
6.07K
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-198- 4.61% |
$9.96K - $10.1K
|
4.1K
$209K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-28.2K- 95.02% |
$1.42M - $1.43M
|
1.48K
$75.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-20.7K- 74.83% |
$1.05M - $1.05M
|
6.98K
$355K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-16.3K- 25.36% |
$822K - $825K
|
47.9K
$2.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.59K- 32.2% |
$433K - $435K
|
18.1K
$921K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.74% |
$263K - $264K
|
185K
$9.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.63K- 26.58% |
$183K - $184K
|
10K
$511K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2K- 14.29% |
$101K - $101K
|
12K
$611K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.98K- 41.51% |
$99.9K - $100K
|
2.79K
$142K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.48K- 10.3% |
$74.9K - $75.2K
|
12.9K
$658K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-827- 12.49% |
$41.7K - $41.9K
|
5.8K
$295K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-474- 2.19% |
$23.9K - $24K
|
21.2K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-400- 16.46% |
$20.2K - $20.3K
|
2.03K
$103K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-237- 5.26% |
$12K - $12K
|
4.27K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67- 0.48% |
$3.38K - $3.39K
|
14K
$713K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-106K- 99.87% |
$5.34M - $5.37M
|
143
$7.28K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-28.3K- 99.54% |
$1.43M - $1.44M
|
132
$6.72K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12.5K- 13.2% |
$631K - $635K
|
82.2K
$4.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.9K- 49.82% |
$348K - $350K
|
6.95K
$354K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5.38K- 24.07% |
$271K - $273K
|
17K
$864K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.05K- 4.71% |
$204K - $206K
|
82K
$4.17M
|
|