Purchases and Sales Made in Q1 2023 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 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 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-955- 1.21% |
$48.2K - $48.5K
|
78.2K
$3.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-1.01K- 1.7% |
$50.7K - $51K
|
58.3K
$2.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.05K- 0.33% |
$53K - $53.4K
|
319K
$16.2M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.11K- 7.03% |
$56.2K - $56.5K
|
14.7K
$748K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 7.52% |
$58K - $58.4K
|
14.1K
$718K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.15K- 32.12% |
$58K - $58.4K
|
2.43K
$123K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.16K- 0.72% |
$58.6K - $59K
|
159K
$8.09M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.21K- 3.14% |
$61.1K - $61.5K
|
37.3K
$1.89M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.21K- 3.14% |
$61.1K - $61.5K
|
37.3K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.27K- 9.13% |
$63.9K - $64.4K
|
12.6K
$641K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.29K- 9.89% |
$65.1K - $65.5K
|
11.7K
$596K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.43K- 1.19% |
$72.2K - $72.6K
|
119K
$6.05M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.45K- 3.9% |
$73.1K - $73.6K
|
35.7K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.52K- 18.87% |
$76.5K - $76.9K
|
6.51K
$331K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.56K- 14.09% |
$78.7K - $79.2K
|
9.51K
$483K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.59K- 22.92% |
$80.4K - $80.9K
|
5.36K
$272K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.64K- 15.89% |
$82.9K - $83.4K
|
8.69K
$441K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.77K- 5.56% |
$89.1K - $89.7K
|
30K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.83K- 2.81% |
$92.4K - $93K
|
63.4K
$3.22M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.84K- 6.33% |
$92.6K - $93.2K
|
27.2K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.89K- 14.24% |
$95.3K - $95.9K
|
11.4K
$578K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.01K- 98.33% |
$101K - $102K
|
34
$1.73K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-2.04K- 13.5% |
$103K - $104K
|
13.1K
$664K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 33.06% |
$104K - $104K
|
4.15K
$211K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.08K- 18.65% |
$105K - $106K
|
9.08K
$461K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-2.5K- 12.5% |
$126K - $127K
|
17.5K
$889K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 11.67% |
$126K - $127K
|
18.9K
$963K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.7K- 33.59% |
$136K - $137K
|
5.34K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.85K- 2.16% |
$144K - $145K
|
129K
$6.57M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-3K- 3.74% |
$151K - $152K
|
77.3K
$3.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.01K- 14.72% |
$152K - $153K
|
17.4K
$885K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-3.05K- 4.88% |
$154K - $155K
|
59.5K
$3.02M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.06K- 1.78% |
$155K - $156K
|
169K
$8.59M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.46K- 41.11% |
$174K - $175K
|
4.95K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.5K- 39.28% |
$177K - $178K
|
5.41K
$275K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.79K- 6.95% |
$191K - $192K
|
50.7K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.83K- 2.51% |
$193K - $195K
|
149K
$7.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.91K- 35.52% |
$197K - $198K
|
7.09K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.93K- 98.72% |
$198K - $200K
|
51
$2.59K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.96K- 33.36% |
$200K - $201K
|
7.91K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.41K- 23.95% |
$222K - $224K
|
14K
$711K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.5K- 17.67% |
$227K - $229K
|
21K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-4.61K- 12.03% |
$233K - $234K
|
33.7K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.82K- 30.92% |
$243K - $245K
|
10.8K
$547K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.08K- 20.8% |
$256K - $258K
|
19.3K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.08K- 15.6% |
$256K - $258K
|
27.5K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.15K- 1.66% |
$260K - $262K
|
304K
$15.5M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5.17K- 11.58% |
$261K - $262K
|
39.5K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.67K- 7.96% |
$286K - $288K
|
65.5K
$3.33M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.01K- 31.69% |
$303K - $305K
|
12.9K
$658K
|