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 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.23K+ 17.4% |
$113K - $113K
|
15K
$764K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.21K+ 35.73% |
$112K - $113K
|
8.41K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.19K+ 4.83% |
$111K - $112K
|
47.6K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 14.03% |
$110K - $110K
|
17.6K
$896K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
2.16K+ 28.05% |
$109K - $110K
|
9.84K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.11K+ 16.35% |
$107K - $108K
|
15K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 46.6% |
$104K - $104K
|
6.45K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.03K+ 10.15% |
$103K - $103K
|
22K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.98K+ 15.84% |
$100K - $101K
|
14.4K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.95KNew |
$98.9K - $99.3K
|
1.95K
$99.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.91K+ 2.14% |
$97.1K - $97.5K
|
91.2K
$4.64M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.89K+ 3.79% |
$95.8K - $96.1K
|
51.7K
$2.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$94.3K - $94.7K
|
1.86K
$94.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.84K+ 19.77% |
$93.5K - $93.8K
|
11.2K
$568K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.68K+ 15.51% |
$85K - $85.3K
|
12.5K
$634K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.67K+ 7.05% |
$84.6K - $84.9K
|
25.3K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.63K+ 20.66% |
$82.7K - $83K
|
9.52K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.53K+ 10.65% |
$77.6K - $77.9K
|
15.9K
$808K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$76.1K - $76.4K
|
1.5K
$76.3K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.33K+ 12.79% |
$67.6K - $67.9K
|
11.8K
$598K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.32K+ 7.4% |
$66.9K - $67.2K
|
19.1K
$973K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.3K+ 2.72% |
$66.1K - $66.4K
|
49.2K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.15KNew |
$58.1K - $58.3K
|
1.15K
$58.2K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.13K+ 0.46% |
$57.3K - $57.5K
|
248K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
1.1K+ 0.74% |
$55.6K - $55.9K
|
149K
$7.56M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 8.01% |
$52.4K - $52.7K
|
13.9K
$709K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1K+ 21.39% |
$50.7K - $50.9K
|
5.68K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1KNew |
$50.7K - $50.9K
|
1K
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
950+ 42.91% |
$48.2K - $48.4K
|
3.16K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
949+ 23.03% |
$48.1K - $48.3K
|
5.07K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
874+ 3.21% |
$44.3K - $44.5K
|
28.1K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
869+ 4.17% |
$44.1K - $44.2K
|
21.7K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
865+ 4.91% |
$43.9K - $44K
|
18.5K
$940K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
846New |
$42.9K - $43.1K
|
846
$43K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
842+ 11.67% |
$42.7K - $42.9K
|
8.06K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
840+ 20.51% |
$42.6K - $42.8K
|
4.94K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
800+ 8.6% |
$40.6K - $40.7K
|
10.1K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
797+ 20.86% |
$40.4K - $40.6K
|
4.62K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
788+ 0.16% |
$40K - $40.1K
|
491K
$25M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
766+ 15.94% |
$38.9K - $39K
|
5.57K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
750+ 6.02% |
$38K - $38.2K
|
13.2K
$672K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
664+ 156.6% |
$33.7K - $33.8K
|
1.09K
$55.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
621+ 0.1% |
$31.5K - $31.6K
|
595K
$30.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
605+ 7.8% |
$30.7K - $30.8K
|
8.36K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
597+ 5.47% |
$30.3K - $30.4K
|
11.5K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
551+ 4.48% |
$27.9K - $28.1K
|
12.8K
$653K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
538+ 5.0% |
$27.3K - $27.4K
|
11.3K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
500+ 10.42% |
$25.4K - $25.5K
|
5.3K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
499+ 6.65% |
$25.3K - $25.4K
|
8.01K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
463+ 5.96% |
$23.5K - $23.6K
|
8.23K
$418K
|