Purchases and Sales Made in Q1 2023 in Jp Morgan Ultra Short Mun Inco (JMST)

JMST Quotes by TradingView

This table provides information about the institutional ownership of Jp Morgan Ultra Short Mun Inco (JMST) during Q1 2023. 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 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
574K
+ 373.43%
$29M - $29.2M
728K $37M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
290K
New
$14.6M - $14.7M
290K $14.7M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
228K
New
$11.5M - $11.6M
228K $11.6M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
203K
+ 474.69%
$10.2M - $10.3M
246K $12.5M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
180K
New
$9.09M - $9.15M
180K $9.15M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
161K
+ 310.47%
$8.13M - $8.18M
213K $10.8M
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
140K
+ 631.9%
$7.07M - $7.12M
162K $8.24M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
119K
+ 17.54%
$5.98M - $6.02M
794K $40.3M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
105K
New
$5.3M - $5.34M
105K $5.33M
May 11, 2023 Q1 2023
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
102K
New
$5.17M - $5.2M
102K $5.2M
May 02, 2023 Q1 2023
Davidson Investment Advisors

BUY
 -
87.6K
New
$4.42M - $4.45M
87.6K $4.45M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
86.3K
+ 271.21%
$4.35M - $4.38M
118K $6M
May 04, 2023 Q1 2023
Cowa, LLC

Tulsa, OK
BUY
 -
80.1K
New
$4.04M - $4.07M
80.1K $4.07M
Jul 03, 2024 Q1 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
79.7K
+ 13.49%
$4.02M - $4.05M
671K $34.1M
Apr 13, 2023 Q1 2023
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
76.2K
New
$3.85M - $3.87M
76.2K $3.87M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
74.7K
+ 148.73%
$3.77M - $3.79M
125K $6.35M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
65.2K
New
$3.29M - $3.31M
65.2K $3.31M
May 08, 2023 Q1 2023
Smart Money Group LLC

BUY
 -
63.9K
+ 587.14%
$3.23M - $3.25M
74.8K $3.8M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
62.8K
New
$3.17M - $3.19M
62.8K $3.19M
May 15, 2023 Q1 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
60.2K
New
$3.04M - $3.06M
60.2K $3.06M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
56.3K
+ 834.16%
$2.84M - $2.86M
63K $3.2M
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
52K
+ 19.69%
$2.62M - $2.64M
316K $16M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
46K
+ 75.38%
$2.32M - $2.34M
107K $5.44M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
44.3K
+ 3.72%
$2.24M - $2.25M
1.24M $62.7M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
43.1K
+ 37.25%
$2.18M - $2.19M
159K $8.07M
Apr 20, 2023 Q1 2023
Global Strategic Investment Solutions, LLC

BUY
 -
37.6K
+ 5.08%
$1.9M - $1.91M
778K $39.5M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
36.7K
+ 178.74%
$1.85M - $1.86M
57.2K $2.9M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
36.2K
New
$1.83M - $1.84M
36.2K $1.84M
May 04, 2023 Q1 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
32.5K
New
$1.64M - $1.65M
32.5K $1.65M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
31.5K
+ 51.58%
$1.59M - $1.6M
92.7K $4.71M
May 02, 2023 Q1 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
31.5K
New
$1.59M - $1.6M
31.5K $1.6M
Apr 06, 2023 Q1 2023
Monterey Private Wealth, Inc.

BUY
 -
31.4K
+ 157.23%
$1.59M - $1.6M
51.4K $2.61M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
31.2K
New
$1.57M - $1.58M
31.2K $1.58M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
29.4K
+ 6.13%
$1.48M - $1.49M
509K $25.8M
Apr 06, 2023 Q1 2023
New Capital Management LP

BUY
 -
28K
+ 86.93%
$1.41M - $1.42M
60.1K $3.05M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
27.4K
+ 115.66%
$1.38M - $1.39M
51.1K $2.59M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
25.7K
New
$1.29M - $1.3M
25.7K $1.3M
Aug 22, 2023 Q1 2023
Davidson Investment Advisors

BUY
 -
25.5K
+ 41.08%
$1.29M - $1.3M
87.6K $4.45M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
25.1K
+ 15.1%
$1.27M - $1.28M
192K $9.73M
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
24.9K
New
$1.26M - $1.26M
24.9K $1.26M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
24.3K
+ 6.58%
$1.22M - $1.23M
393K $19.9M
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
23.7K
New
$1.2M - $1.2M
23.7K $1.2M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
23.6K
+ 5.57%
$1.19M - $1.2M
447K $22.7M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
22.7K
+ 7.08%
$1.15M - $1.15M
344K $17.5M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
22.6K
New
$1.14M - $1.15M
22.6K $1.15M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
22.3K
+ 784.93%
$1.13M - $1.13M
25.1K $1.28M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
21.9K
+ 3.12%
$1.11M - $1.11M
724K $36.8M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
21K
+ 307.25%
$1.06M - $1.07M
27.8K $1.41M
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
21K
+ 102.98%
$1.06M - $1.07M
41.4K $2.1M

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