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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
BUY
|
- |
38KNew |
$1.93M - $1.93M
|
38K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.5K+ 10.34% |
$1.9M - $1.91M
|
401K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.9K+ 9.06% |
$1.82M - $1.83M
|
433K
$22M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
34.7K+ 379.04% |
$1.76M - $1.76M
|
43.8K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33.2K+ 506.58% |
$1.68M - $1.69M
|
39.7K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
33.1K+ 20.63% |
$1.68M - $1.68M
|
193K
$9.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32.8K+ 141.11% |
$1.66M - $1.67M
|
56K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32.1K+ 18.21% |
$1.63M - $1.63M
|
208K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
30.5KNew |
$1.55M - $1.55M
|
30.5K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
30.3K+ 15.91% |
$1.54M - $1.54M
|
221K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30KNew |
$1.52M - $1.53M
|
30K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
29.5K+ 7.85% |
$1.5M - $1.5M
|
405K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.2KNew |
$1.48M - $1.49M
|
29.2K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.2K+ 11.56% |
$1.38M - $1.38M
|
262K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
26.4K+ 143.05% |
$1.34M - $1.35M
|
44.9K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 347.69% |
$1.27M - $1.28M
|
32.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7KNew |
$1.25M - $1.26M
|
24.7K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
24.3K+ 75.91% |
$1.23M - $1.24M
|
56.3K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.4K+ 17.22% |
$1.19M - $1.19M
|
160K
$8.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23.4K+ 18.92% |
$1.19M - $1.19M
|
147K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
23.2KNew |
$1.18M - $1.18M
|
23.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.2K+ 14.28% |
$1.18M - $1.18M
|
186K
$9.45M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
22.6K+ 3.87% |
$1.15M - $1.15M
|
607K
$30.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
22.5K+ 25.87% |
$1.14M - $1.14M
|
109K
$5.56M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.4K+ 22.96% |
$1.13M - $1.14M
|
120K
$6.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
22.2K+ 52.2% |
$1.12M - $1.13M
|
64.6K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
22K+ 5.56% |
$1.12M - $1.12M
|
418K
$21.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
21.4K+ 25.25% |
$1.08M - $1.09M
|
106K
$5.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
20.6K+ 40.1% |
$1.04M - $1.05M
|
72K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.1K+ 35.65% |
$1.02M - $1.02M
|
76.5K
$3.89M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
19.7KNew |
$999K - $1M
|
19.7K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.7K+ 22.36% |
$998K - $1M
|
108K
$5.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
19.5K+ 173.14% |
$987K - $991K
|
30.7K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.2KNew |
$974K - $978K
|
19.2K
$977K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
19KNew |
$966K - $970K
|
19K
$969K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19K+ 8.72% |
$965K - $969K
|
237K
$12.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
18.9K+ 21.88% |
$959K - $963K
|
105K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.9K+ 16543.52% |
$906K - $910K
|
18K
$914K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.9K+ 212.85% |
$906K - $909K
|
26.2K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.6K+ 171.45% |
$891K - $895K
|
27.8K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.4K+ 19.88% |
$883K - $886K
|
105K
$5.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.2KNew |
$871K - $875K
|
17.2K
$874K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
16.9K+ 4.77% |
$860K - $863K
|
372K
$18.9M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.9K+ 45.1% |
$858K - $861K
|
54.4K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16.5K+ 8.61% |
$835K - $838K
|
208K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
16.4K+ 126.08% |
$830K - $833K
|
29.3K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.9KNew |
$805K - $809K
|
15.9K
$808K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6K+ 13.32% |
$791K - $794K
|
133K
$6.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
15.1K+ 14.09% |
$766K - $769K
|
122K
$6.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.9K+ 2.84% |
$753K - $756K
|
538K
$27.4M
|