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 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-100- 0.47% |
$5.06K - $5.11K
|
21.4K
$1.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-100- 1.41% |
$5.06K - $5.11K
|
6.97K
$355K
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-100- 1.61% |
$5.06K - $5.11K
|
6.1K
$310K
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-100- 0.58% |
$5.06K - $5.11K
|
17.2K
$873K
|
|
|
May 09, 2022
Q1 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-152- 0.44% |
$7.69K - $7.76K
|
34.1K
$1.73M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-171- 0.08% |
$8.65K - $8.73K
|
202K
$10.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-200- 1.73% |
$10.1K - $10.2K
|
11.4K
$578K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-237- 1.27% |
$12K - $12.1K
|
18.5K
$940K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-261- 0.9% |
$13.2K - $13.3K
|
28.8K
$1.47M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-356- 7.71% |
$18K - $18.2K
|
4.26K
$217K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-360- 48.0% |
$18.2K - $18.4K
|
390
$19.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-466- 6.79% |
$23.6K - $23.8K
|
6.4K
$326K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-519- 9.71% |
$26.2K - $26.5K
|
4.83K
$246K
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-565- 0.73% |
$28.6K - $28.8K
|
76.4K
$3.89M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-585- 2.39% |
$29.6K - $29.9K
|
23.9K
$1.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-592- 13.02% |
$29.9K - $30.2K
|
3.95K
$201K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-598- 2.51% |
$30.2K - $30.5K
|
23.2K
$1.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-776- 8.55% |
$39.2K - $39.6K
|
8.3K
$423K
|
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-940- 3.32% |
$47.5K - $48K
|
27.4K
$1.4M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-973- 8.53% |
$49.2K - $49.7K
|
10.4K
$531K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-974- 0.73% |
$49.2K - $49.7K
|
132K
$6.72M
|
|
|
May 03, 2022
Q1 2022
|
Capital Management Corp
|
SELL
|
- |
-987- 0.53% |
$49.9K - $50.4K
|
184K
$9.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1KClosed |
$50.6K - $51.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-1.06K- 7.55% |
$53.4K - $53.9K
|
12.9K
$658K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.06K- 9.2% |
$53.5K - $54K
|
10.4K
$532K
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.17K- 1.0% |
$59K - $59.6K
|
116K
$5.89M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 1.78% |
$61.4K - $62K
|
66.8K
$3.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.29K- 10.54% |
$65.4K - $66K
|
11K
$558K
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 2.14% |
$77K - $77.7K
|
69.7K
$3.55M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.54K- 3.31% |
$77.9K - $78.6K
|
45K
$2.29M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.54K- 1.78% |
$78K - $78.8K
|
85.3K
$4.34M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.65KClosed |
$83.2K - $84K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.66K- 10.31% |
$84K - $84.8K
|
14.5K
$735K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.74K- 3.36% |
$87.7K - $88.6K
|
49.9K
$2.54M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.75K- 8.61% |
$88.5K - $89.3K
|
18.6K
$945K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.8K- 7.95% |
$90.8K - $91.6K
|
20.8K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-1.8K- 23.45% |
$91K - $91.9K
|
5.88K
$299K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.85K- 14.11% |
$93.5K - $94.4K
|
11.3K
$573K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.96K- 26.42% |
$99K - $100K
|
5.45K
$278K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2K- 24.13% |
$101K - $102K
|
6.29K
$320K
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
SELL
|
- |
-2.15K- 25.15% |
$109K - $110K
|
6.4K
$326K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.15KClosed |
$109K - $110K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.4K- 13.81% |
$121K - $122K
|
15K
$761K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-2.46K- 14.59% |
$124K - $126K
|
14.4K
$733K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.48K- 11.83% |
$125K - $126K
|
18.4K
$939K
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.53K- 8.69% |
$128K - $129K
|
26.5K
$1.35M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.58K- 27.74% |
$130K - $132K
|
6.72K
$342K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.59K- 27.4% |
$131K - $132K
|
6.87K
$350K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.9K- 22.86% |
$147K - $148K
|
9.79K
$498K
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.11K- 11.91% |
$157K - $159K
|
23K
$1.17M
|