Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
158KNew |
$7.98M - $8.01M
|
158K
$7.99M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
145KNew |
$7.32M - $7.36M
|
145K
$7.33M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
106K+ 94.77% |
$5.35M - $5.37M
|
217K
$11M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
96.8K+ 442.56% |
$4.9M - $4.92M
|
119K
$6.02M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
79.5K+ 67.0% |
$4.02M - $4.04M
|
198K
$10M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
73.7K+ 15.71% |
$3.73M - $3.75M
|
543K
$27.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
68.9K+ 106.14% |
$3.49M - $3.5M
|
134K
$6.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
65.8KNew |
$3.33M - $3.34M
|
65.8K
$3.33M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.5K+ 18.36% |
$3.06M - $3.07M
|
390K
$19.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
59.1K+ 8.84% |
$2.99M - $3M
|
727K
$36.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.4K+ 45.11% |
$2.8M - $2.82M
|
178K
$9.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
54K+ 38.88% |
$2.73M - $2.75M
|
193K
$9.78M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
53K+ 10.74% |
$2.68M - $2.7M
|
547K
$27.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
52.6K+ 191.51% |
$2.66M - $2.67M
|
80K
$4.05M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
50.2K+ 7.4% |
$2.54M - $2.55M
|
729K
$37M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
47K+ 25.45% |
$2.38M - $2.39M
|
232K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44.7K+ 37.42% |
$2.26M - $2.27M
|
164K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.2K+ 25.34% |
$1.99M - $1.99M
|
194K
$9.83M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.6KNew |
$1.75M - $1.76M
|
34.6K
$1.75M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.5KNew |
$1.65M - $1.65M
|
32.5K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
32.1KNew |
$1.63M - $1.63M
|
32.1K
$1.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
32K+ 22.65% |
$1.62M - $1.63M
|
173K
$8.77M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
31.7K+ 56.99% |
$1.6M - $1.61M
|
87.2K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.9KNew |
$1.56M - $1.57M
|
30.9K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
30.7K+ 52.45% |
$1.55M - $1.56M
|
89.1K
$4.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.1K+ 43.38% |
$1.42M - $1.43M
|
93K
$4.71M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
27.7K+ 321.97% |
$1.4M - $1.41M
|
36.3K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.7K+ 4.1% |
$1.3M - $1.31M
|
653K
$33.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
25.5K+ 8.8% |
$1.29M - $1.3M
|
315K
$16M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
24.9K+ 19.07% |
$1.26M - $1.26M
|
155K
$7.87M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24K+ 1.54% |
$1.21M - $1.22M
|
1.59M
$80.4M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
23.5K+ 8.06% |
$1.19M - $1.2M
|
315K
$16M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
21.3K+ 23.59% |
$1.08M - $1.08M
|
112K
$5.66M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.8K+ 415.9% |
$1.05M - $1.06M
|
25.8K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.7K+ 32.11% |
$999K - $1M
|
81.2K
$4.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19.3KNew |
$977K - $982K
|
19.3K
$978K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.6K+ 209.15% |
$940K - $944K
|
27.4K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.4K+ 3.52% |
$882K - $885K
|
512K
$26M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.3K+ 13.61% |
$878K - $882K
|
145K
$7.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
17.1K+ 38.03% |
$868K - $872K
|
62.2K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.1K+ 6.86% |
$868K - $871K
|
267K
$13.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
16.9KNew |
$855K - $859K
|
16.9K
$856K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16K+ 9.11% |
$808K - $812K
|
191K
$9.69M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 13.55% |
$755K - $759K
|
125K
$6.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
14.9K+ 5.31% |
$755K - $758K
|
296K
$15M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
14.3K+ 27.08% |
$725K - $728K
|
67.2K
$3.41M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12.8KNew |
$648K - $650K
|
12.8K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.6K+ 51.82% |
$587K - $589K
|
34K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.5KNew |
$582K - $584K
|
11.5K
$582K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$553K - $556K
|
10.9K
$554K
|