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
Apr 13, 2023 Q1 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
121
+ 0.61%
$6.11K - $6.15K
20.1K $1.02M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
116
+ 0.23%
$5.85K - $5.89K
51.3K $2.61M
Apr 10, 2023 Q1 2023
Iam Advisory, LLC

BUY
 -
96
+ 0.64%
$4.85K - $4.88K
15.2K $772K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
95
+ 0.73%
$4.79K - $4.83K
13.1K $667K
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
95
+ 5.48%
$4.79K - $4.83K
1.83K $93K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
84
+ 54.19%
$4.24K - $4.27K
239 $12.1K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
78
New
$3.94K - $3.96K
78 $3.96K
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
69
+ 0.29%
$3.48K - $3.5K
23.9K $1.21M
May 04, 2023 Q1 2023
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
50
+ 0.77%
$2.52K - $2.54K
6.52K $331K
May 03, 2023 Q1 2023
Cfo4 Life Group, LLC

BUY
 -
38
+ 0.64%
$1.92K - $1.93K
6.02K $306K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
22
+ 0.22%
$1.11K - $1.12K
9.91K $504K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
16
+ 0.07%
$808 - $813
24.4K $1.24M
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
16
+ 1.38%
$808 - $813
1.18K $59.7K
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
14
+ 0.63%
$707 - $711
2.23K $114K
May 04, 2023 Q1 2023
Encompass Wealth Advisors, LLC

BUY
 -
13
+ 0.02%
$656 - $660
65.6K $3.34M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4
+ 0.04%
$202 - $203
11.4K $577K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2
+ 0.02%
$101 - $102
11.2K $569K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-14
- 0.11%
$707 - $711
12.5K $635K
May 15, 2023 Q1 2023
Forbes J M & CO LLP

SELL
 -
-20
- 0.41%
$1.01K - $1.02K
4.8K $244K
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
SELL
 -
-55
- 45.08%
$2.78K - $2.79K
67 $3.4K
May 03, 2023 Q1 2023
Compass Financial Group, Inc.

SELL
 -
-67
- 0.19%
$3.38K - $3.4K
34.5K $1.75M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

SELL
 -
-80
- 0.42%
$4.04K - $4.06K
18.8K $955K
Apr 19, 2023 Q1 2023
Gratus Capital LLC

SELL
 -
-106
- 1.56%
$5.35K - $5.38K
6.7K $341K
May 09, 2023 Q1 2023
Thompson Davis & Co., Inc.

SELL
 -
-125
- 0.97%
$6.31K - $6.35K
12.8K $648K
Apr 11, 2023 Q1 2023
Olio Financial Planning

SELL
 -
-182
- 2.62%
$9.19K - $9.24K
6.76K $344K
May 08, 2023 Q1 2023
Brown Advisory Inc

SELL
 -
-308
- 0.78%
$15.5K - $15.6K
39.4K $2M
May 08, 2023 Q1 2023
Atlantic Union Bankshares Corp

SELL
 -
-362
- 3.75%
$18.3K - $18.4K
9.3K $473K
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-364
- 6.35%
$18.4K - $18.5K
5.37K $273K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
SELL
 -
-404
- 2.8%
$20.4K - $20.5K
14K $713K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-489
- 0.51%
$24.7K - $24.8K
94.7K $4.81M
May 04, 2023 Q1 2023
Requisite Capital Management, LLC

SELL
 -
-509
- 0.78%
$25.7K - $25.9K
64.9K $3.3M
May 01, 2023 Q1 2023
New Square Capital LLC

SELL
 -
-535
- 1.59%
$27K - $27.2K
33.2K $1.69M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

SELL
 -
-535
- 9.13%
$27K - $27.2K
5.32K $271K
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-580
- 4.71%
$29.3K - $29.5K
11.7K $596K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-613
- 5.15%
$30.9K - $31.1K
11.3K $574K
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

SELL
 -
-641
- 8.46%
$32.4K - $32.6K
6.93K $352K
Apr 18, 2023 Q1 2023
Wmg Financial Advisors, LLC

SELL
 -
-713
- 13.08%
$36K - $36.2K
4.74K $241K
May 08, 2023 Q1 2023
Tfc Financial Management

SELL
 -
-719
- 19.49%
$36.3K - $36.5K
2.97K $151K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

SELL
 -
-725
- 14.44%
$36.6K - $36.8K
4.3K $218K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-726
- 1.79%
$36.6K - $36.9K
39.7K $2.02M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
SELL
 -
-729
- 4.48%
$36.8K - $37K
15.5K $790K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

SELL
 -
-749
- 3.41%
$37.8K - $38K
21.2K $1.08M
May 05, 2023 Q1 2023
Sandy Spring Bank

SELL
 -
-800
- 13.11%
$40.4K - $40.6K
5.3K $269K
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

SELL
 -
-834
- 1.59%
$42.1K - $42.4K
51.6K $2.62M
May 02, 2023 Q1 2023
Wealth Alliance Advisory Group, LLC

SELL
 -
-913
- 1.19%
$46.1K - $46.4K
75.8K $3.85M
Feb 28, 2024 Q1 2023
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-926
- 4.69%
$46.7K - $47K
18.8K $955K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

SELL
 -
-947
- 12.89%
$47.8K - $48.1K
6.4K $325K

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