Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
912K+ 5296.4% |
$46.3M - $46.5M
|
930K
$47.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
206K+ 108.35% |
$10.4M - $10.5M
|
396K
$20M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
121K+ 30.72% |
$6.16M - $6.18M
|
517K
$26.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
56.3K+ 567.42% |
$2.86M - $2.87M
|
66.3K
$3.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
49.2KNew |
$2.5M - $2.51M
|
49.2K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
40K+ 130.06% |
$2.03M - $2.04M
|
70.7K
$3.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
34.7K+ 379.04% |
$1.76M - $1.76M
|
43.8K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
33.1K+ 20.63% |
$1.68M - $1.68M
|
193K
$9.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32.8K+ 141.11% |
$1.66M - $1.67M
|
56K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.2KNew |
$1.48M - $1.49M
|
29.2K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
24.3K+ 75.91% |
$1.23M - $1.24M
|
56.3K
$2.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23.4K+ 18.92% |
$1.19M - $1.19M
|
147K
$7.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
21.4K+ 25.25% |
$1.08M - $1.09M
|
106K
$5.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
20.6K+ 40.1% |
$1.04M - $1.05M
|
72K
$3.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
19KNew |
$966K - $970K
|
19K
$964K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
18.9K+ 21.88% |
$959K - $963K
|
105K
$5.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.9K+ 212.85% |
$906K - $909K
|
26.2K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16.5K+ 8.61% |
$835K - $838K
|
208K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.4K+ 126.08% |
$830K - $833K
|
29.3K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6K+ 13.32% |
$791K - $794K
|
133K
$6.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
13.7K+ 15.86% |
$693K - $696K
|
99.9K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
9.52K+ 29.53% |
$483K - $485K
|
41.7K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
9.01K+ 28.26% |
$457K - $459K
|
40.9K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.88K+ 7.6% |
$450K - $452K
|
126K
$6.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.8K+ 14.5% |
$396K - $397K
|
61.6K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.54KNew |
$382K - $384K
|
7.54K
$382K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.33K+ 91.41% |
$372K - $373K
|
15.3K
$777K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.67K+ 44.76% |
$338K - $340K
|
21.6K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.29K+ 11.07% |
$319K - $320K
|
63.2K
$3.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.2KNew |
$315K - $316K
|
6.2K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 53.1% |
$305K - $307K
|
17.4K
$879K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6K+ 67.08% |
$304K - $306K
|
14.9K
$757K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.79KNew |
$294K - $295K
|
5.79K
$293K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.95K+ 4.52% |
$251K - $252K
|
114K
$5.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.92KNew |
$250K - $251K
|
4.92K
$249K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.85K+ 98.1% |
$246K - $247K
|
9.78K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.53K+ 104.11% |
$230K - $231K
|
8.88K
$450K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.92K+ 12.64% |
$199K - $200K
|
35K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.55K+ 9.32% |
$180K - $181K
|
41.7K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2.83K+ 12.69% |
$143K - $144K
|
25.1K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.5K+ 9.51% |
$127K - $127K
|
28.8K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.37K+ 159.8% |
$120K - $120K
|
3.85K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.21K+ 35.73% |
$112K - $113K
|
8.41K
$426K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
2.16K+ 28.05% |
$109K - $110K
|
9.84K
$498K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.91K+ 2.14% |
$97.1K - $97.5K
|
91.2K
$4.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$94.3K - $94.7K
|
1.86K
$94.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$76.1K - $76.4K
|
1.5K
$75.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.3K+ 2.72% |
$66.1K - $66.4K
|
49.2K
$2.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
766+ 15.94% |
$38.9K - $39K
|
5.57K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
454New |
$23K - $23.1K
|
454
$23K
|