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 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
375New |
$19K - $19.1K
|
375
$19K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
303+ 1.88% |
$15.4K - $15.4K
|
16.4K
$832K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
231+ 2.22% |
$11.7K - $11.8K
|
10.6K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
161+ 0.65% |
$8.17K - $8.2K
|
25.1K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
158+ 0.99% |
$8.01K - $8.05K
|
16.2K
$818K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71+ 0.73% |
$3.6K - $3.62K
|
9.81K
$496K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
38+ 0.73% |
$1.93K - $1.93K
|
5.23K
$265K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.75% |
$304 - $306
|
810
$41K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-47- 0.22% |
$2.38K - $2.39K
|
21K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-55- 0.63% |
$2.79K - $2.8K
|
8.61K
$436K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-55- 0.3% |
$2.79K - $2.8K
|
18.5K
$938K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
SELL
|
- |
-113- 1.97% |
$5.73K - $5.75K
|
5.63K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-160- 3.87% |
$8.12K - $8.15K
|
3.97K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-187- 1.65% |
$9.48K - $9.52K
|
11.1K
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-261- 0.26% |
$13.2K - $13.3K
|
102K
$5.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-280- 4.44% |
$14.2K - $14.3K
|
6.02K
$305K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-530- 3.18% |
$26.9K - $27K
|
16.1K
$816K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-742- 1.38% |
$37.6K - $37.8K
|
53.1K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-924- 1.84% |
$46.9K - $47.1K
|
49.3K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-989- 0.8% |
$50.2K - $50.4K
|
123K
$6.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 17.11% |
$54.5K - $54.7K
|
5.21K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.14K- 2.85% |
$57.9K - $58.2K
|
38.9K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.18K- 52.46% |
$59.6K - $59.8K
|
1.07K
$53.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.24K- 3.88% |
$63K - $63.2K
|
30.8K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 2.69% |
$72.4K - $72.7K
|
51.7K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.59K- 2.48% |
$80.4K - $80.8K
|
62.2K
$3.15M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.97K- 15.04% |
$99.7K - $100K
|
11.1K
$562K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-2.21K- 12.88% |
$112K - $112K
|
14.9K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.52K- 3.35% |
$128K - $128K
|
72.9K
$3.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.59K- 5.58% |
$131K - $132K
|
43.8K
$2.22M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.96K- 22.55% |
$150K - $151K
|
10.2K
$515K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.98K- 24.09% |
$151K - $152K
|
9.39K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.62K- 5.46% |
$184K - $185K
|
62.8K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.58K- 5.68% |
$232K - $233K
|
76K
$3.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.66K- 33.05% |
$236K - $237K
|
9.43K
$477K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.87K- 5.96% |
$348K - $350K
|
108K
$5.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.5K- 4.25% |
$682K - $685K
|
303K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-14.4K- 60.63% |
$733K - $736K
|
9.38K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-16.3K- 44.91% |
$829K - $832K
|
20K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 4.65% |
$919K - $923K
|
371K
$18.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-42.2K- 16.22% |
$2.14M - $2.15M
|
218K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-204K- 65.34% |
$10.3M - $10.4M
|
108K
$5.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-911K- 98.03% |
$46.2M - $46.4M
|
18.3K
$926K
|