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
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-924- 1.84% |
$46.9K - $47.1K
|
49.3K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-983- 5.81% |
$49.9K - $50.1K
|
15.9K
$810K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-989- 0.8% |
$50.2K - $50.4K
|
123K
$6.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 17.11% |
$54.5K - $54.7K
|
5.21K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.08K- 16.2% |
$54.6K - $54.8K
|
5.57K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.14K- 2.85% |
$57.9K - $58.2K
|
38.9K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.16K- 2.62% |
$58.6K - $58.8K
|
42.9K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.18K- 52.46% |
$59.6K - $59.8K
|
1.07K
$54.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-1.18K- 16.69% |
$60K - $60.2K
|
5.9K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.21K- 3.3% |
$61.3K - $61.5K
|
35.4K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.24K- 3.88% |
$63K - $63.2K
|
30.8K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.34K- 1.53% |
$68K - $68.2K
|
86.4K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.35K- 11.69% |
$68.5K - $68.7K
|
10.2K
$519K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.36K- 8.54% |
$69.1K - $69.4K
|
14.6K
$742K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.38K- 3.22% |
$70K - $70.3K
|
41.4K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.41K- 3.01% |
$71.3K - $71.5K
|
45.3K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 17.33% |
$72.4K - $72.7K
|
6.81K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 2.69% |
$72.4K - $72.7K
|
51.7K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.5K- 11.26% |
$76.2K - $76.5K
|
11.8K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.52K- 0.41% |
$77K - $77.3K
|
370K
$18.8M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.58K- 13.51% |
$80.2K - $80.6K
|
10.1K
$515K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.59K- 2.48% |
$80.4K - $80.8K
|
62.2K
$3.17M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.73K- 17.4% |
$87.8K - $88.2K
|
8.22K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.74K- 15.37% |
$88.2K - $88.5K
|
9.58K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.76K- 0.97% |
$89.5K - $89.8K
|
181K
$9.19M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.78K- 4.98% |
$90.1K - $90.4K
|
33.9K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.88K- 21.09% |
$95.4K - $95.8K
|
7.04K
$358K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.97K- 15.04% |
$99.7K - $100K
|
11.1K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.14K- 4.1% |
$109K - $109K
|
50.1K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-2.21K- 12.88% |
$112K - $112K
|
14.9K
$759K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.52K- 3.35% |
$128K - $128K
|
72.9K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.59K- 5.58% |
$131K - $132K
|
43.8K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-2.65K- 11.31% |
$135K - $135K
|
20.8K
$1.06M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.96K- 22.55% |
$150K - $151K
|
10.2K
$517K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.98K- 24.09% |
$151K - $152K
|
9.39K
$478K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.27K- 21.65% |
$166K - $166K
|
11.8K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.44K- 14.48% |
$174K - $175K
|
20.3K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.62K- 5.46% |
$184K - $185K
|
62.8K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.83K- 12.23% |
$194K - $195K
|
27.5K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.92K- 3.11% |
$199K - $199K
|
122K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-3.96K- 28.84% |
$201K - $202K
|
9.77K
$497K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.36K- 19.18% |
$221K - $222K
|
18.4K
$934K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.58K- 5.68% |
$232K - $233K
|
76K
$3.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.66K- 33.05% |
$236K - $237K
|
9.43K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.62K- 7.76% |
$285K - $286K
|
66.8K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.8K- 15.33% |
$294K - $295K
|
32K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.01K- 3.53% |
$305K - $306K
|
164K
$8.34M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.81K- 6.28% |
$346K - $347K
|
102K
$5.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.87K- 5.96% |
$348K - $350K
|
108K
$5.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.88K- 8.51% |
$349K - $350K
|
73.9K
$3.76M
|