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 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.35K- 43.49% |
$169K - $170K
|
4.36K
$222K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-36.6K- 68.57% |
$1.84M - $1.86M
|
16.8K
$853K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-22.7K- 50.0% |
$1.14M - $1.15M
|
22.7K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-19.7K- 68.91% |
$994K - $1M
|
8.89K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-10.4K- 6.89% |
$526K - $529K
|
141K
$7.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-7.06K- 47.0% |
$356K - $359K
|
7.96K
$405K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.5K- 17.67% |
$227K - $229K
|
21K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.5K- 39.28% |
$177K - $178K
|
5.41K
$276K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 11.67% |
$126K - $127K
|
18.9K
$965K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 33.06% |
$104K - $104K
|
4.15K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.59K- 22.92% |
$80.4K - $80.9K
|
5.36K
$273K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-719- 19.49% |
$36.3K - $36.5K
|
2.97K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-55- 45.08% |
$2.78K - $2.79K
|
67
$3.41K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-270K- 70.71% |
$13.6M - $13.7M
|
112K
$5.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-32.1K- 51.34% |
$1.61M - $1.62M
|
30.4K
$1.55M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22.5K- 99.13% |
$1.13M - $1.14M
|
198
$10.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-11.7K- 80.53% |
$590K - $594K
|
2.84K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.74K- 94.48% |
$138K - $139K
|
160
$8.15K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.5K- 4.64% |
$126K - $127K
|
51.3K
$2.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2K- 28.18% |
$100K - $101K
|
5.1K
$260K
|
|
|
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 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
|
|
|
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
|
|