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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 28.18% |
$100K - $101K
|
5.1K
$260K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 25.24% |
$82.8K - $83.4K
|
4.88K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1K- 18.18% |
$50.2K - $50.6K
|
4.5K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-64- 0.43% |
$3.22K - $3.24K
|
14.7K
$747K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-102K- 68.77% |
$5.13M - $5.17M
|
46.3K
$2.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-80.4KClosed |
$4.04M - $4.08M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-34.8K- 7.75% |
$1.75M - $1.76M
|
414K
$21.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-31.4K- 40.11% |
$1.58M - $1.59M
|
46.9K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-30.7K- 79.47% |
$1.54M - $1.56M
|
7.93K
$404K
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-19K- 15.4% |
$955K - $964K
|
104K
$5.31M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.88KClosed |
$295K - $298K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.81K- 25.9% |
$292K - $295K
|
16.6K
$846K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.1K- 32.48% |
$106K - $107K
|
4.37K
$222K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-686- 40.81% |
$34.5K - $34.8K
|
995
$50.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-522- 4.34% |
$26.2K - $26.5K
|
11.5K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-472- 5.07% |
$23.7K - $23.9K
|
8.84K
$450K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-250- 0.16% |
$12.6K - $12.7K
|
160K
$8.13M
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.01MClosed |
$50.8M - $51.1M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-271K- 94.4% |
$13.7M - $13.8M
|
16.1K
$820K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-249KClosed |
$12.5M - $12.6M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-105KClosed |
$5.3M - $5.33M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-80.1KClosed |
$4.04M - $4.06M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-29.6KClosed |
$1.49M - $1.5M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.9KClosed |
$1.21M - $1.21M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-19.6K- 71.53% |
$988K - $994K
|
7.8K
$397K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18.6KClosed |
$936K - $942K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-11.4KClosed |
$572K - $576K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-11.3KClosed |
$568K - $571K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-9.24K- 56.38% |
$466K - $469K
|
7.15K
$364K
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.4KClosed |
$323K - $325K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-5.88KClosed |
$296K - $298K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.44KClosed |
$274K - $276K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5KClosed |
$252K - $254K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-4.26KClosed |
$215K - $216K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.26KClosed |
$215K - $216K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.24KClosed |
$214K - $215K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.71K- 6.47% |
$187K - $188K
|
53.7K
$2.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.55K- 36.62% |
$129K - $129K
|
4.42K
$225K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-983- 7.43% |
$49.6K - $49.9K
|
12.3K
$624K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-790- 15.13% |
$39.8K - $40.1K
|
4.43K
$226K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-296- 2.09% |
$14.9K - $15K
|
13.9K
$707K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 29.91% |
$8.52K - $8.57K
|
396
$20.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 4.3% |
$2.42K - $2.43K
|
1.07K
$54.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10- 0.91% |
$504 - $507
|
1.09K
$55.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2- 0.04% |
$101 - $101
|
4.9K
$249K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-81.1K- 87.34% |
$4.1M - $4.14M
|
11.8K
$598K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-21.6KClosed |
$1.09M - $1.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-21.4KClosed |
$1.08M - $1.09M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-15.7KClosed |
$794K - $802K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.91KClosed |
$450K - $455K
|
0
$0
|
|