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 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6K+ 67.08% |
$304K - $306K
|
14.9K
$760K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.92K+ 79.6% |
$300K - $301K
|
13.4K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.86K+ 79.38% |
$297K - $299K
|
13.3K
$674K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.79KNew |
$294K - $295K
|
5.79K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.67K+ 13.6% |
$287K - $288K
|
47.3K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.45KNew |
$277K - $278K
|
5.45K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.3KNew |
$269K - $270K
|
5.3K
$270K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.21KNew |
$264K - $265K
|
5.21K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.09KNew |
$258K - $259K
|
5.09K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.08K+ 50.09% |
$258K - $259K
|
15.2K
$774K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5KNew |
$254K - $255K
|
5K
$254K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.95K+ 4.52% |
$251K - $252K
|
114K
$5.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.92KNew |
$250K - $251K
|
4.92K
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.85K+ 98.1% |
$246K - $247K
|
9.78K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.72KNew |
$239K - $240K
|
4.72K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.67K+ 23.55% |
$237K - $238K
|
24.5K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.66K+ 77.73% |
$237K - $237K
|
10.7K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.61KNew |
$234K - $235K
|
4.61K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.56K+ 48.26% |
$231K - $232K
|
14K
$713K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.53K+ 104.11% |
$230K - $231K
|
8.88K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.51KNew |
$229K - $230K
|
4.51K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.43KNew |
$225K - $226K
|
4.43K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.42KNew |
$224K - $225K
|
4.42K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
4.4K+ 6.76% |
$223K - $224K
|
69.5K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
4.32K+ 17.34% |
$219K - $220K
|
29.2K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
4K+ 3.99% |
$203K - $204K
|
104K
$5.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.94KNew |
$200K - $201K
|
3.94K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.92K+ 12.64% |
$199K - $200K
|
35K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.86K+ 14.26% |
$196K - $196K
|
30.9K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.66K+ 17.39% |
$186K - $187K
|
24.7K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.55K+ 9.32% |
$180K - $181K
|
41.7K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.5K+ 20.85% |
$178K - $178K
|
20.3K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.41K+ 64.73% |
$173K - $174K
|
8.69K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.34K+ 301.81% |
$169K - $170K
|
4.44K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.32K+ 10.97% |
$168K - $169K
|
33.5K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.16K+ 25.14% |
$160K - $161K
|
15.7K
$799K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.05K+ 15.58% |
$155K - $155K
|
22.7K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
2.98K+ 3.68% |
$151K - $152K
|
84.1K
$4.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.95K+ 3.54% |
$150K - $150K
|
86.2K
$4.38M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.94K+ 36.14% |
$149K - $150K
|
11.1K
$563K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.9K+ 8.77% |
$147K - $148K
|
35.9K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2.83K+ 12.69% |
$143K - $144K
|
25.1K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 12.26% |
$134K - $134K
|
24.2K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.5K+ 9.51% |
$127K - $127K
|
28.8K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.48K+ 5.12% |
$126K - $126K
|
51K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.48K+ 30.62% |
$126K - $126K
|
10.6K
$538K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 9.95% |
$124K - $124K
|
26.9K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.37K+ 12.27% |
$120K - $120K
|
21.7K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.37K+ 159.8% |
$120K - $120K
|
3.85K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.31K+ 7.16% |
$117K - $118K
|
34.6K
$1.76M
|