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 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 9.1% |
$159K - $160K
|
31.3K
$1.59M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.37K- 2.91% |
$171K - $172K
|
113K
$5.73M
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.38K- 3.65% |
$171K - $172K
|
89K
$4.53M
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.78K- 21.53% |
$191K - $193K
|
13.8K
$701K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.92KClosed |
$198K - $200K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.93K- 16.82% |
$199K - $200K
|
19.4K
$988K
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-3.95KClosed |
$200K - $202K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.03KClosed |
$204K - $206K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-4.07KClosed |
$206K - $208K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.39KClosed |
$222K - $224K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.48K- 13.16% |
$227K - $229K
|
29.6K
$1.5M
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.62KClosed |
$234K - $236K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.65K- 3.38% |
$235K - $237K
|
133K
$6.77M
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.76KClosed |
$241K - $243K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.03KClosed |
$254K - $257K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-5.17K- 10.31% |
$261K - $264K
|
45K
$2.29M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.6K- 83.38% |
$283K - $286K
|
1.12K
$56.8K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.76K- 15.62% |
$291K - $294K
|
31.1K
$1.58M
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-5.87KClosed |
$297K - $300K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6KClosed |
$303K - $306K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.01K- 25.85% |
$304K - $307K
|
17.2K
$877K
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.09KClosed |
$308K - $311K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 5.92% |
$308K - $311K
|
96.9K
$4.93M
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.33K- 4.81% |
$320K - $323K
|
125K
$6.38M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-6.38KClosed |
$322K - $325K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-6.7K- 5.79% |
$339K - $342K
|
109K
$5.55M
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.18KClosed |
$363K - $366K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7.6KClosed |
$384K - $388K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.64K- 27.6% |
$386K - $390K
|
20K
$1.02M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.79K- 23.56% |
$394K - $398K
|
25.3K
$1.29M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-8.21K- 15.43% |
$415K - $419K
|
45K
$2.29M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.4KClosed |
$425K - $429K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-8.45K- 52.48% |
$427K - $431K
|
7.65K
$389K
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.5K- 44.51% |
$430K - $434K
|
10.6K
$539K
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-8.7KClosed |
$440K - $444K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.91KClosed |
$450K - $455K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9KClosed |
$455K - $459K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-9.1K- 8.28% |
$460K - $465K
|
101K
$5.13M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-9.74K- 1.8% |
$493K - $497K
|
533K
$27.1M
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-10K- 39.81% |
$506K - $511K
|
15.1K
$769K
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-12.1K- 16.2% |
$610K - $616K
|
62.4K
$3.18M
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.4K- 11.71% |
$627K - $633K
|
93.5K
$4.76M
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-14.3K- 47.42% |
$723K - $730K
|
15.9K
$807K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14.7K- 6.63% |
$743K - $751K
|
207K
$10.5M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.9KClosed |
$755K - $762K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-15.7KClosed |
$794K - $802K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-15.8K- 51.12% |
$797K - $804K
|
15.1K
$767K
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-15.8K- 35.88% |
$797K - $805K
|
28.2K
$1.43M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15.8K- 35.58% |
$800K - $808K
|
28.6K
$1.46M
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-15.9K- 9.95% |
$805K - $812K
|
144K
$7.33M
|