Purchases and Sales Made in Q1 2022 in Jp Morgan Ultra Short Mun Inco (JMST)
This table provides information about the institutional ownership of Jp Morgan Ultra Short Mun Inco (JMST) during Q1 2022. The information is specifically focused on institutions that hold shares of JP MORGAN ULTRA SHORT MUN INCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.9M+ 4814.91% |
$1.36B - $1.37B
|
27.4M
$1.4B
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19M+ 4866.64% |
$60.1M - $60.6M
|
1.21M
$61.6M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
436KNew |
$22M - $22.3M
|
436K
$22.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
387K+ 6139.58% |
$19.5M - $19.7M
|
393K
$20M
|
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
290KNew |
$14.6M - $14.8M
|
290K
$14.7M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
284K+ 4735.93% |
$14.4M - $14.5M
|
290K
$14.8M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
261K+ 213.42% |
$13.2M - $13.3M
|
383K
$19.5M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
258K+ 539.28% |
$13M - $13.2M
|
306K
$15.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
248KNew |
$12.5M - $12.7M
|
248K
$12.6M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
243K+ 4422.62% |
$12.3M - $12.4M
|
249K
$12.6M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
195KNew |
$9.85M - $9.95M
|
195K
$9.91M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
194KNew |
$9.81M - $9.9M
|
194K
$9.86M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
191K+ 227.72% |
$9.66M - $9.76M
|
275K
$14M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
187K+ 76.58% |
$9.44M - $9.53M
|
430K
$21.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
181K+ 97.5% |
$9.14M - $9.23M
|
366K
$18.6M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
151KNew |
$7.61M - $7.69M
|
151K
$7.65M
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
BUY
|
- |
128K+ 45.37% |
$6.47M - $6.54M
|
410K
$20.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
122K+ 72.93% |
$6.15M - $6.21M
|
288K
$14.7M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
110K+ 62.23% |
$5.58M - $5.63M
|
288K
$14.6M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
110K+ 103.64% |
$5.55M - $5.61M
|
216K
$11M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
103K+ 302.61% |
$5.2M - $5.25M
|
137K
$6.96M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
99.4K+ 1742.43% |
$5.03M - $5.08M
|
105K
$5.34M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
96.3K+ 710.11% |
$4.87M - $4.92M
|
110K
$5.59M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
93.2K+ 660.07% |
$4.71M - $4.76M
|
107K
$5.46M
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
92.2KNew |
$4.66M - $4.71M
|
92.2K
$4.69M
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
78.5K+ 265.81% |
$3.97M - $4.01M
|
108K
$5.49M
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
77KNew |
$3.89M - $3.93M
|
77K
$3.91M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
67.2KNew |
$3.4M - $3.43M
|
67.2K
$3.42M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
65.9K+ 21.07% |
$3.33M - $3.36M
|
379K
$19.2M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.7K+ 24.66% |
$3.32M - $3.35M
|
332K
$16.9M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
65.4K+ 261.62% |
$3.31M - $3.34M
|
90.4K
$4.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
63.2K+ 75.32% |
$3.19M - $3.23M
|
147K
$7.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
48.1K+ 268.46% |
$2.43M - $2.46M
|
66K
$3.36M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
48K+ 11.0% |
$2.43M - $2.45M
|
485K
$24.6M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
46.7K+ 9.8% |
$2.36M - $2.38M
|
523K
$26.6M
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
46.6K+ 66.01% |
$2.36M - $2.38M
|
117K
$5.96M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.5K+ 35.62% |
$2.35M - $2.37M
|
177K
$9M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.9K+ 102.84% |
$2.32M - $2.34M
|
90.6K
$4.6M
|
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
44.3K+ 21.86% |
$2.24M - $2.26M
|
247K
$12.6M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.2K+ 39.35% |
$2.13M - $2.16M
|
149K
$7.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
40.7K+ 82.34% |
$2.06M - $2.08M
|
90.2K
$4.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
38.9K+ 278.42% |
$1.97M - $1.99M
|
52.9K
$2.69M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
34.6KNew |
$1.75M - $1.77M
|
34.6K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
34.2KNew |
$1.73M - $1.75M
|
34.2K
$1.74M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34.1KNew |
$1.72M - $1.74M
|
34.1K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
33.3K+ 35.21% |
$1.69M - $1.7M
|
128K
$6.51M
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
32.3K+ 236.03% |
$1.63M - $1.65M
|
45.9K
$2.33M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.1KNew |
$1.57M - $1.59M
|
31.1K
$1.58M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
30.2K+ 33.74% |
$1.53M - $1.54M
|
120K
$6.08M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.1K+ 43.58% |
$1.52M - $1.54M
|
99.3K
$5.05M
|