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 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-30.2K- 79.61% |
$1.52M - $1.53M
|
7.73K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30.6K- 44.86% |
$1.54M - $1.55M
|
37.6K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-31.6K- 56.48% |
$1.6M - $1.61M
|
24.4K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-32.7K- 5.27% |
$1.65M - $1.66M
|
588K
$29.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-35.1K- 6.91% |
$1.77M - $1.78M
|
472K
$23.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-36.6K- 68.57% |
$1.84M - $1.86M
|
16.8K
$849K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-39K- 26.92% |
$1.97M - $1.98M
|
106K
$5.37M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-39.6K- 29.15% |
$2M - $2.01M
|
96.2K
$4.88M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-44.7K- 30.04% |
$2.26M - $2.27M
|
104K
$5.28M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-44.7K- 30.04% |
$2.26M - $2.27M
|
104K
$5.28M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-47.4K- 34.85% |
$2.39M - $2.41M
|
88.6K
$4.49M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-48K- 58.31% |
$2.42M - $2.44M
|
34.4K
$1.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-48.1K- 7.04% |
$2.43M - $2.44M
|
635K
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-48.4K- 18.18% |
$2.44M - $2.46M
|
218K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-52.3K- 51.02% |
$2.64M - $2.65M
|
50.2K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57.5K- 77.69% |
$2.9M - $2.92M
|
16.5K
$836K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-63.6K- 87.31% |
$3.21M - $3.23M
|
9.24K
$468K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-65.9K- 54.02% |
$3.33M - $3.35M
|
56.1K
$2.84M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-68.4K- 78.56% |
$3.45M - $3.48M
|
18.7K
$946K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-89K- 18.18% |
$4.49M - $4.52M
|
401K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-93.6K- 12.23% |
$4.73M - $4.76M
|
672K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-95.3K- 15.04% |
$4.81M - $4.84M
|
539K
$27.3M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-162K- 69.72% |
$8.18M - $8.23M
|
70.4K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-165K- 11.57% |
$8.33M - $8.38M
|
1.26M
$63.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-228K- 70.77% |
$11.5M - $11.6M
|
94.2K
$4.77M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-261K- 46.49% |
$13.2M - $13.3M
|
301K
$15.2M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-404K- 58.4% |
$20.4M - $20.5M
|
288K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-461K- 73.88% |
$23.3M - $23.4M
|
163K
$8.26M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-494K- 19.81% |
$24.9M - $25.1M
|
2M
$101M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-519K- 69.95% |
$26.2M - $26.3M
|
223K
$11.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-769K- 76.54% |
$38.8M - $39M
|
236K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.18M- 21.9% |
$59.7M - $60M
|
4.22M
$214M
|