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 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
454New |
$23K - $23.1K
|
454
$23.1K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
452+ 1.26% |
$22.9K - $23K
|
36.2K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
440New |
$22.3K - $22.4K
|
440
$22.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
436+ 5.72% |
$22.1K - $22.2K
|
8.05K
$410K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
424New |
$21.5K - $21.6K
|
424
$21.6K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
408+ 2.83% |
$20.7K - $20.8K
|
14.8K
$755K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
392+ 5.24% |
$19.9K - $20K
|
7.88K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
392+ 6.39% |
$19.9K - $20K
|
6.53K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
375New |
$19K - $19.1K
|
375
$19.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
324+ 0.75% |
$16.4K - $16.5K
|
43.8K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
309+ 7.27% |
$15.7K - $15.7K
|
4.56K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
303+ 1.88% |
$15.4K - $15.4K
|
16.4K
$836K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
299+ 0.92% |
$15.2K - $15.2K
|
32.7K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
298+ 93.42% |
$15.1K - $15.2K
|
617
$31.4K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
264+ 1.35% |
$13.4K - $13.4K
|
19.8K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
248+ 1.57% |
$12.6K - $12.6K
|
16.1K
$819K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
233New |
$11.8K - $11.9K
|
233
$11.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
231+ 0.89% |
$11.7K - $11.8K
|
26.3K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
231+ 2.22% |
$11.7K - $11.8K
|
10.6K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
211+ 100.96% |
$10.7K - $10.7K
|
420
$21.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
161+ 0.65% |
$8.17K - $8.2K
|
25.1K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
158+ 0.99% |
$8.01K - $8.05K
|
16.2K
$822K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
136+ 0.69% |
$6.9K - $6.93K
|
19.9K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
120+ 1.31% |
$6.09K - $6.11K
|
9.25K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$5.07K - $5.09K
|
100
$5.09K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
97+ 1.86% |
$4.92K - $4.94K
|
5.31K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
93+ 0.73% |
$4.72K - $4.74K
|
12.8K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
92+ 0.06% |
$4.67K - $4.68K
|
157K
$7.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
79+ 1.43% |
$4.01K - $4.02K
|
5.61K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
77+ 0.73% |
$3.91K - $3.92K
|
10.6K
$540K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
77+ 0.46% |
$3.91K - $3.92K
|
16.9K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76+ 0.69% |
$3.85K - $3.87K
|
11.1K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71+ 0.73% |
$3.6K - $3.62K
|
9.81K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
71+ 0.15% |
$3.6K - $3.62K
|
47.6K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
68+ 0.1% |
$3.45K - $3.46K
|
69.2K
$3.52M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
68+ 485.71% |
$3.45K - $3.46K
|
82
$4.17K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
64+ 1.43% |
$3.25K - $3.26K
|
4.54K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
63+ 0.95% |
$3.2K - $3.21K
|
6.67K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
38+ 0.73% |
$1.93K - $1.93K
|
5.23K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
33+ 0.72% |
$1.67K - $1.68K
|
4.6K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
32+ 0.73% |
$1.62K - $1.63K
|
4.41K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
27+ 0.37% |
$1.37K - $1.37K
|
7.33K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25+ 119.05% |
$1.27K - $1.27K
|
46
$2.34K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
24+ 0.14% |
$1.22K - $1.22K
|
17K
$866K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$964 - $967
|
19
$966
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 0.76% |
$913 - $917
|
2.38K
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
14+ 0.17% |
$710 - $713
|
8.47K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.7% |
$609 - $611
|
1.73K
$88.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.75% |
$304 - $306
|
810
$41.2K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6+ 0.05% |
$304 - $306
|
12.3K
$627K
|