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 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.6K- 12.29% |
$132K - $132K
|
18.6K
$941K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.89K- 15.14% |
$146K - $147K
|
16.2K
$822K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.9K- 15.09% |
$147K - $147K
|
16.3K
$826K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.91K- 15.44% |
$147K - $148K
|
15.9K
$809K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.94K- 7.49% |
$149K - $149K
|
36.2K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.96K- 21.36% |
$150K - $150K
|
10.9K
$552K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.18K- 36.81% |
$161K - $161K
|
5.45K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.2K- 32.0% |
$162K - $163K
|
6.8K
$345K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-3.22K- 1.26% |
$163K - $164K
|
252K
$12.8M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.35K- 30.73% |
$170K - $170K
|
7.55K
$383K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.46K- 16.87% |
$175K - $176K
|
17K
$864K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.49K- 0.36% |
$176K - $177K
|
960K
$48.7M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.5K- 2.28% |
$177K - $178K
|
150K
$7.6M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.06K- 8.89% |
$205K - $206K
|
41.6K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.1K- 5.09% |
$208K - $209K
|
76.6K
$3.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.59K- 21.44% |
$232K - $233K
|
16.8K
$852K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.77K- 6.27% |
$241K - $242K
|
71.2K
$3.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.79K- 24.12% |
$242K - $243K
|
15.1K
$764K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
SELL
|
- |
-4.85K- 14.49% |
$245K - $246K
|
28.6K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-4.97K- 27.51% |
$251K - $253K
|
13.1K
$664K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-5.02K- 3.39% |
$254K - $255K
|
143K
$7.26M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.11K- 4.8% |
$259K - $260K
|
101K
$5.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-5.52K- 9.05% |
$279K - $281K
|
55.5K
$2.81M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.64K- 11.79% |
$285K - $287K
|
42.2K
$2.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-5.67K- 0.99% |
$287K - $288K
|
566K
$28.7M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.74K- 7.11% |
$291K - $292K
|
75K
$3.81M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.01K- 18.87% |
$304K - $306K
|
25.9K
$1.31M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.23K- 24.9% |
$316K - $317K
|
18.8K
$954K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.23K- 24.9% |
$316K - $317K
|
18.8K
$954K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.65K- 46.93% |
$337K - $338K
|
7.52K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-6.95K- 11.09% |
$352K - $353K
|
55.7K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7.42K- 33.48% |
$376K - $377K
|
14.7K
$748K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-7.73K- 35.39% |
$391K - $393K
|
14.1K
$715K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.88K- 13.46% |
$449K - $451K
|
57K
$2.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-9.28K- 51.58% |
$470K - $472K
|
8.71K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-9.42K- 14.14% |
$477K - $479K
|
57.2K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-9.79K- 32.4% |
$496K - $498K
|
20.4K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.81K- 16.36% |
$497K - $499K
|
50.2K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-10.3K- 46.12% |
$519K - $521K
|
12K
$607K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.4K- 50.27% |
$526K - $528K
|
10.3K
$522K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-10.7K- 17.23% |
$539K - $542K
|
51.2K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11K- 7.39% |
$555K - $558K
|
137K
$6.97M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.1K- 26.84% |
$562K - $564K
|
30.3K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.5K- 7.19% |
$581K - $584K
|
148K
$7.52M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-12.1K- 16.53% |
$614K - $617K
|
61.3K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.9K- 3.26% |
$653K - $656K
|
383K
$19.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-13.3K- 38.33% |
$671K - $674K
|
21.3K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 32.42% |
$715K - $718K
|
29.5K
$1.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14.2K- 64.25% |
$719K - $722K
|
7.9K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.3K- 24.35% |
$726K - $729K
|
44.6K
$2.26M
|