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 |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4KNew |
$202K - $204K
|
4K
$203K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.9K+ 6.11% |
$197K - $199K
|
67.8K
$3.45M
|
|
Apr 05, 2022
Q1 2022
|
Sam Advisors, LLC
|
BUY
|
- |
3.4K+ 22.12% |
$172K - $173K
|
18.8K
$953K
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.16K+ 4.11% |
$160K - $161K
|
80.1K
$4.07M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.91K+ 30.99% |
$147K - $149K
|
12.3K
$626K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.88K+ 65.57% |
$145K - $147K
|
7.26K
$369K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.83K+ 42.12% |
$143K - $144K
|
9.53K
$485K
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.8K+ 20.4% |
$141K - $143K
|
16.5K
$839K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.5K+ 59.06% |
$126K - $128K
|
6.73K
$342K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.38K+ 11.18% |
$120K - $122K
|
23.7K
$1.2M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.34K+ 9.1% |
$118K - $119K
|
28.1K
$1.43M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2K+ 21.96% |
$101K - $102K
|
11.1K
$565K
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
1.8K+ 8.49% |
$90.9K - $91.8K
|
23K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.63K+ 21.52% |
$82.2K - $83K
|
9.18K
$466K
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.52K+ 4.6% |
$76.6K - $77.4K
|
34.5K
$1.75M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$65.7K - $66.4K
|
1.3K
$66.1K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.11K+ 51.8% |
$55.9K - $56.4K
|
3.24K
$165K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
985+ 27.97% |
$49.8K - $50.3K
|
4.51K
$229K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
912+ 6.3% |
$46.1K - $46.6K
|
15.4K
$783K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
880New |
$44.5K - $44.9K
|
880
$44.7K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
565New |
$28.6K - $28.8K
|
565
$28.7K
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
542+ 1.45% |
$27.4K - $27.7K
|
37.9K
$1.93M
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
519+ 1.42% |
$26.2K - $26.5K
|
37.1K
$1.88M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
500+ 8.62% |
$25.3K - $25.5K
|
6.3K
$320K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 19.11% |
$25.3K - $25.5K
|
3.12K
$158K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
491+ 5.51% |
$24.8K - $25.1K
|
9.41K
$478K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
488+ 3.19% |
$24.7K - $24.9K
|
15.8K
$804K
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
467+ 1.58% |
$23.6K - $23.8K
|
30K
$1.53M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
394+ 0.97% |
$19.9K - $20.1K
|
41K
$2.08M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
352+ 1.68% |
$17.8K - $18K
|
21.3K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
351New |
$17.7K - $17.9K
|
351
$17.8K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
328New |
$16.6K - $16.7K
|
328
$16.7K
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
301+ 5.85% |
$15.2K - $15.4K
|
5.45K
$277K
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
275+ 1.98% |
$13.9K - $14K
|
14.2K
$721K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
242+ 0.41% |
$12.2K - $12.4K
|
60K
$3.05M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
196+ 25.62% |
$9.91K - $10K
|
961
$48.9K
|
|
May 16, 2022
Q1 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
119+ 1.51% |
$6.02K - $6.07K
|
8K
$407K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
103+ 1.6% |
$5.21K - $5.26K
|
6.52K
$332K
|
|
May 02, 2022
Q1 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
76New |
$3.84K - $3.88K
|
76
$3.86K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
70+ 4.18% |
$3.54K - $3.57K
|
1.75K
$88.7K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44+ 0.65% |
$2.22K - $2.25K
|
6.78K
$345K
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.07% |
$303 - $306
|
8.42K
$428K
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
6+ 0.14% |
$303 - $306
|
4.26K
$217K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4+ 0.09% |
$202 - $204
|
4.54K
$231K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.02% |
$152 - $153
|
12.2K
$618K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2+ 0.04% |
$101 - $102
|
4.9K
$249K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-19- 0.71% |
$961 - $970
|
2.67K
$136K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-60Closed |
$3.03K - $3.06K
|
0
$0
|