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
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-6.23K- 12.71% |
$315K - $317K
|
42.8K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-6.4K- 11.55% |
$323K - $325K
|
49K
$2.48M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.44K- 31.56% |
$325K - $327K
|
14K
$707K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.49K- 22.08% |
$327K - $329K
|
22.9K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.75K- 4.81% |
$341K - $343K
|
134K
$6.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.83K- 13.86% |
$345K - $347K
|
42.5K
$2.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-6.9K- 15.47% |
$348K - $350K
|
37.7K
$1.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-7.06K- 47.0% |
$356K - $359K
|
7.96K
$403K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.3K- 20.78% |
$368K - $371K
|
27.8K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.34K- 11.78% |
$370K - $373K
|
55K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.34K- 32.34% |
$370K - $373K
|
15.4K
$778K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.61K- 8.97% |
$384K - $387K
|
77.2K
$3.91M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.71K- 5.21% |
$389K - $392K
|
140K
$7.11M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.85K- 44.79% |
$396K - $399K
|
9.67K
$490K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.28K- 30.01% |
$418K - $421K
|
19.3K
$979K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.34K- 50.2% |
$471K - $474K
|
9.26K
$469K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-9.41K- 37.2% |
$475K - $478K
|
15.9K
$805K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.62K- 91.71% |
$485K - $489K
|
870
$44.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9.7K- 5.85% |
$489K - $493K
|
156K
$7.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-10.1K- 20.49% |
$510K - $513K
|
39.2K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-10.4K- 6.89% |
$526K - $529K
|
141K
$7.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11K- 15.35% |
$555K - $558K
|
60.6K
$3.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-11.1K- 33.14% |
$559K - $562K
|
22.3K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-11.1K- 11.43% |
$560K - $564K
|
86K
$4.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.1K- 17.45% |
$611K - $615K
|
57.3K
$2.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12.6K- 24.3% |
$635K - $639K
|
39.2K
$1.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-12.7K- 35.53% |
$643K - $647K
|
23.1K
$1.17M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13K- 17.46% |
$657K - $661K
|
61.5K
$3.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13.1K- 27.08% |
$662K - $667K
|
35.3K
$1.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13.3K- 72.16% |
$674K - $678K
|
5.15K
$261K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-13.6K- 8.36% |
$688K - $693K
|
150K
$7.58M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-14.9K- 16.6% |
$754K - $759K
|
75K
$3.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15.2K- 45.97% |
$769K - $774K
|
17.9K
$907K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-16.1K- 15.86% |
$812K - $818K
|
85.4K
$4.33M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-16.4K- 18.22% |
$829K - $834K
|
73.7K
$3.74M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.6K- 76.45% |
$838K - $843K
|
5.11K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 12.38% |
$863K - $868K
|
121K
$6.13M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-17.4K- 8.62% |
$876K - $882K
|
184K
$9.33M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18.5K- 49.49% |
$934K - $940K
|
18.9K
$957K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-19.7K- 68.91% |
$994K - $1M
|
8.89K
$450K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.1K- 3.24% |
$1.06M - $1.07M
|
629K
$31.9M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-21.1K- 12.28% |
$1.07M - $1.07M
|
151K
$7.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-22.1K- 24.4% |
$1.12M - $1.12M
|
68.5K
$3.47M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-22.5K- 28.36% |
$1.14M - $1.14M
|
56.8K
$2.88M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-22.7K- 50.0% |
$1.14M - $1.15M
|
22.7K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-23.1K- 58.83% |
$1.17M - $1.17M
|
16.2K
$819K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.5K- 16.23% |
$1.18M - $1.19M
|
121K
$6.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-23.9K- 45.22% |
$1.21M - $1.21M
|
28.9K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-27.3K- 41.14% |
$1.38M - $1.39M
|
39.1K
$1.98M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-28.4K- 39.13% |
$1.43M - $1.44M
|
44.2K
$2.24M
|