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
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.92K- 4.84% |
$351K - $352K
|
136K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7K- 33.3% |
$355K - $356K
|
14K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.28K- 4.39% |
$369K - $371K
|
158K
$8.06M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.25K- 21.46% |
$419K - $420K
|
30.2K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-8.43K- 3.33% |
$428K - $429K
|
245K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.7K- 21.2% |
$441K - $443K
|
32.3K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-9.15K- 12.48% |
$464K - $466K
|
64.1K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.43K- 17.68% |
$478K - $480K
|
43.9K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-9.82K- 9.94% |
$498K - $500K
|
89K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9.89K- 14.35% |
$501K - $503K
|
59K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-10.2K- 13.62% |
$519K - $521K
|
64.9K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.3K- 1.0% |
$522K - $524K
|
1.02M
$51.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-10.3K- 8.02% |
$525K - $527K
|
119K
$6.03M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-13K- 44.98% |
$658K - $660K
|
15.9K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.4K- 10.69% |
$681K - $684K
|
112K
$5.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.5K- 4.25% |
$682K - $685K
|
303K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-13.5K- 25.58% |
$685K - $688K
|
39.3K
$2M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-13.6K- 9.38% |
$690K - $693K
|
132K
$6.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-14.4K- 60.63% |
$733K - $736K
|
9.38K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-15.4K- 10.53% |
$781K - $784K
|
131K
$6.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-16.3K- 44.91% |
$829K - $832K
|
20K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17.2K- 12.56% |
$873K - $876K
|
120K
$6.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.6K- 63.16% |
$891K - $895K
|
10.2K
$521K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 4.65% |
$919K - $923K
|
371K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-19.2K- 29.53% |
$976K - $980K
|
45.9K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-19.9K- 11.29% |
$1.01M - $1.01M
|
157K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25K- 67.82% |
$1.27M - $1.27M
|
11.9K
$604K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-32K- 43.96% |
$1.62M - $1.63M
|
40.8K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-42.2K- 16.22% |
$2.14M - $2.15M
|
218K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.9K- 70.46% |
$2.18M - $2.19M
|
18K
$915K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-45.4K- 41.62% |
$2.3M - $2.31M
|
63.7K
$3.24M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-48.9K- 84.11% |
$2.48M - $2.49M
|
9.24K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51K- 10.46% |
$2.59M - $2.6M
|
437K
$22.2M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-52.4K- 73.66% |
$2.66M - $2.67M
|
18.7K
$952K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-52.4K- 5.74% |
$2.66M - $2.67M
|
861K
$43.8M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-55.1K- 69.82% |
$2.79M - $2.81M
|
23.8K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-56.6K- 19.44% |
$2.87M - $2.88M
|
234K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-76.7K- 40.01% |
$3.89M - $3.91M
|
115K
$5.85M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-79.7K- 99.9% |
$4.04M - $4.06M
|
78
$3.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-133K- 54.97% |
$6.75M - $6.78M
|
109K
$5.55M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-202K- 29.54% |
$10.2M - $10.3M
|
481K
$24.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-204K- 65.34% |
$10.3M - $10.4M
|
108K
$5.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-911K- 98.03% |
$46.2M - $46.4M
|
18.3K
$930K
|