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 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14.9KNew |
$753K - $756K
|
14.9K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
14.7K+ 4.12% |
$747K - $750K
|
372K
$18.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
14.7K+ 44.58% |
$744K - $747K
|
47.6K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
14.1K+ 38.79% |
$713K - $716K
|
50.3K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
BUY
|
- |
13.9K+ 50.1% |
$704K - $707K
|
41.6K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
13.8KNew |
$700K - $703K
|
13.8K
$702K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
13.7K+ 302.07% |
$696K - $698K
|
18.3K
$928K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
13.7K+ 15.86% |
$693K - $696K
|
99.9K
$5.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.9K+ 8.06% |
$656K - $658K
|
173K
$8.82M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
12.8KNew |
$647K - $649K
|
12.8K
$648K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12.1K+ 48.3% |
$613K - $615K
|
37.1K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12K+ 59.4% |
$609K - $611K
|
32.2K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.2KNew |
$569K - $571K
|
11.2K
$570K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
10.7K+ 123.34% |
$540K - $542K
|
19.3K
$981K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10.6KNew |
$538K - $540K
|
10.6K
$539K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
10.3K+ 6.51% |
$524K - $526K
|
169K
$8.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 40.92% |
$509K - $511K
|
34.6K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.83K+ 14.95% |
$498K - $500K
|
75.5K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
9.52K+ 29.53% |
$483K - $485K
|
41.7K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.25K+ 18.6% |
$469K - $471K
|
59K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
9.01K+ 28.26% |
$457K - $459K
|
40.9K
$2.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
8.95K+ 11.42% |
$454K - $456K
|
87.3K
$4.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.88K+ 7.6% |
$450K - $452K
|
126K
$6.4M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.04KNew |
$408K - $409K
|
8.04K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.94KNew |
$403K - $404K
|
7.94K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.9KNew |
$401K - $402K
|
7.9K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.85K+ 19.11% |
$398K - $400K
|
48.9K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7.8K+ 14.5% |
$396K - $397K
|
61.6K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.72K+ 13.81% |
$392K - $393K
|
63.7K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.59KNew |
$385K - $386K
|
7.59K
$386K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.54KNew |
$382K - $384K
|
7.54K
$384K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.39KNew |
$375K - $376K
|
7.39K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7.38KNew |
$374K - $376K
|
7.38K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.33K+ 91.41% |
$372K - $373K
|
15.3K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.14K+ 37.13% |
$362K - $364K
|
26.4K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
6.92K+ 6.65% |
$351K - $352K
|
111K
$5.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
6.74K+ 96.13% |
$342K - $343K
|
13.7K
$699K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.73K+ 27.32% |
$341K - $343K
|
31.4K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.73K+ 10.98% |
$341K - $342K
|
68K
$3.46M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.69KNew |
$339K - $341K
|
6.69K
$340K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.67K+ 44.76% |
$338K - $340K
|
21.6K
$1.1M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.57KNew |
$333K - $335K
|
6.57K
$334K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.42KNew |
$325K - $327K
|
6.42K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.39K+ 88.68% |
$324K - $325K
|
13.6K
$692K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.29K+ 11.07% |
$319K - $320K
|
63.2K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.22KNew |
$316K - $317K
|
6.22K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.2KNew |
$315K - $316K
|
6.2K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.14K+ 31.59% |
$311K - $313K
|
25.6K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 53.1% |
$305K - $307K
|
17.4K
$883K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
6K+ 11.14% |
$304K - $306K
|
59.9K
$3.05M
|