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 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-16K- 8.59% |
$808K - $816K
|
170K
$8.65M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.5K- 11.07% |
$833K - $841K
|
132K
$6.73M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-16.5K- 22.06% |
$836K - $844K
|
58.4K
$2.97M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-17.1K- 34.29% |
$863K - $872K
|
32.7K
$1.66M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-17.8K- 7.17% |
$897K - $906K
|
230K
$11.7M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-18.9K- 95.32% |
$953K - $962K
|
925
$47K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.6K- 74.55% |
$992K - $1M
|
6.7K
$340K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-20.3K- 2.88% |
$1.03M - $1.04M
|
685K
$34.8M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-20.5K- 65.06% |
$1.04M - $1.05M
|
11K
$560K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-21.4KClosed |
$1.08M - $1.09M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-21.6KClosed |
$1.09M - $1.1M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-21.6K- 20.3% |
$1.09M - $1.1M
|
85K
$4.32M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-22K- 36.51% |
$1.11M - $1.12M
|
38.3K
$1.95M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-23.8KClosed |
$1.2M - $1.21M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-24.8K- 62.79% |
$1.25M - $1.26M
|
14.7K
$746K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-26.9K- 22.39% |
$1.36M - $1.37M
|
93.2K
$4.74M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28K- 7.35% |
$1.42M - $1.43M
|
353K
$17.9M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-28.8K- 64.47% |
$1.46M - $1.47M
|
15.9K
$807K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-28.9K- 27.07% |
$1.46M - $1.47M
|
77.8K
$3.95M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-29.9K- 20.05% |
$1.51M - $1.53M
|
119K
$6.06M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-31.4K- 12.5% |
$1.59M - $1.6M
|
220K
$11.2M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-35.9K- 15.49% |
$1.81M - $1.83M
|
196K
$9.94M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46.5K- 61.06% |
$2.35M - $2.37M
|
29.6K
$1.51M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-46.8K- 9.11% |
$2.37M - $2.39M
|
467K
$23.7M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-47.9K- 57.6% |
$2.42M - $2.44M
|
35.2K
$1.79M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-50.4K- 34.25% |
$2.55M - $2.57M
|
96.7K
$4.92M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-51.5KClosed |
$2.6M - $2.63M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-54.9K- 50.19% |
$2.78M - $2.8M
|
54.5K
$2.77M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-57.9K- 70.29% |
$2.93M - $2.96M
|
24.5K
$1.24M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-57.9KClosed |
$2.93M - $2.96M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-81.1K- 87.34% |
$4.1M - $4.14M
|
11.8K
$597K
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-81.2K- 86.04% |
$4.1M - $4.14M
|
13.2K
$670K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-82K- 67.75% |
$4.15M - $4.19M
|
39K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93.1K- 13.54% |
$4.71M - $4.75M
|
595K
$30.2M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-108KClosed |
$5.45M - $5.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-110K- 20.34% |
$5.56M - $5.61M
|
430K
$21.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-113K- 29.35% |
$5.71M - $5.76M
|
272K
$13.8M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-131K- 22.3% |
$6.61M - $6.67M
|
455K
$23.1M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-132K- 47.4% |
$6.66M - $6.72M
|
146K
$7.43M
|
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-141K- 88.19% |
$7.11M - $7.18M
|
18.8K
$957K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-149K- 95.58% |
$7.52M - $7.59M
|
6.87K
$349K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-215K- 12.98% |
$10.9M - $11M
|
1.44M
$73.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-277K- 64.18% |
$14M - $14.2M
|
155K
$7.87M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-795K- 30.27% |
$40.2M - $40.6M
|
1.83M
$93.1M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.19M- 97.99% |
$60.1M - $60.6M
|
24.4K
$1.24M
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.36M- 57.39% |
$68.6M - $69.3M
|
1.01M
$51.2M
|