Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
739K+ 1221.1% |
$37.7M - $37.7M
|
799K
$40.6M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
573KNew |
$29.3M - $29.3M
|
573K
$29.2M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
391K+ 673.71% |
$20M - $20M
|
449K
$22.9M
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
BUY
|
- |
370K+ 5548.84% |
$18.9M - $18.9M
|
376K
$19.1M
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
247KNew |
$12.6M - $12.6M
|
247K
$12.6M
|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
BUY
|
- |
224K+ 222.02% |
$11.5M - $11.5M
|
326K
$16.6M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
197K+ 63.42% |
$10.1M - $10.1M
|
508K
$25.9M
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
167K+ 73.03% |
$8.52M - $8.53M
|
396K
$20.1M
|
|
Aug 04, 2021
Q2 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
163K+ 76.28% |
$8.3M - $8.31M
|
376K
$19.1M
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
154K+ 10.06% |
$7.87M - $7.88M
|
1.69M
$85.8M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
115K+ 53.68% |
$5.84M - $5.85M
|
328K
$16.7M
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
99.9KNew |
$5.09M - $5.1M
|
99.9K
$5.08M
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
98.2K+ 145.22% |
$5.01M - $5.02M
|
166K
$8.43M
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
88.5KNew |
$4.51M - $4.52M
|
88.5K
$4.5M
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
BUY
|
- |
84.2K+ 107.07% |
$4.3M - $4.3M
|
163K
$8.28M
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
78.6KNew |
$4.01M - $4.02M
|
78.6K
$4M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.3KNew |
$3.64M - $3.64M
|
71.3K
$3.63M
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
65.9K+ 22.22% |
$3.36M - $3.37M
|
363K
$18.4M
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
65.8KNew |
$3.35M - $3.36M
|
65.8K
$3.34M
|
|
Aug 10, 2021
Q2 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
62K+ 100.83% |
$3.16M - $3.17M
|
124K
$6.28M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53KNew |
$2.7M - $2.71M
|
53K
$2.7M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
51.6K+ 21.39% |
$2.63M - $2.64M
|
293K
$14.9M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
50.9KNew |
$2.6M - $2.6M
|
50.9K
$2.59M
|
|
Aug 12, 2021
Q2 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
48.3K+ 194.68% |
$2.46M - $2.47M
|
73.1K
$3.72M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47K+ 106.07% |
$2.4M - $2.4M
|
91.4K
$4.65M
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
44.5K+ 15.83% |
$2.27M - $2.27M
|
326K
$16.6M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
43.7KNew |
$2.23M - $2.23M
|
43.7K
$2.22M
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
34.5K+ 18.15% |
$1.76M - $1.76M
|
224K
$11.4M
|
|
Aug 06, 2021
Q2 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
32.4K+ 47.63% |
$1.65M - $1.66M
|
100K
$5.11M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 17.96% |
$1.59M - $1.59M
|
205K
$10.4M
|
|
Aug 16, 2021
Q2 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
30KNew |
$1.53M - $1.53M
|
30K
$1.53M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.9K+ 77.56% |
$1.53M - $1.53M
|
68.5K
$3.48M
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
29.6K+ 12.52% |
$1.51M - $1.51M
|
266K
$13.5M
|
|
Aug 16, 2021
Q2 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
29.4K+ 199.23% |
$1.5M - $1.5M
|
44.1K
$2.24M
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
28.1KNew |
$1.43M - $1.44M
|
28.1K
$1.43M
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
27.5K+ 35.17% |
$1.4M - $1.41M
|
106K
$5.38M
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25K+ 18.72% |
$1.28M - $1.28M
|
159K
$8.08M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
24.1K+ 87.42% |
$1.23M - $1.23M
|
51.6K
$2.63M
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22.4K+ 98.21% |
$1.14M - $1.15M
|
45.3K
$2.3M
|
|
Aug 03, 2021
Q2 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22.3KNew |
$1.14M - $1.14M
|
22.3K
$1.13M
|
|
Jul 09, 2021
Q2 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
20.9KNew |
$1.07M - $1.07M
|
20.9K
$1.07M
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
20.8K+ 75.61% |
$1.06M - $1.06M
|
48.3K
$2.46M
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
20.6K+ 25.18% |
$1.05M - $1.05M
|
102K
$5.2M
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
18.6KNew |
$949K - $950K
|
18.6K
$946K
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
17.8K+ 183.53% |
$910K - $911K
|
27.6K
$1.4M
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.8K+ 25.94% |
$910K - $911K
|
86.6K
$4.4M
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 21.34% |
$862K - $863K
|
96.1K
$4.89M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
16.8KNew |
$859K - $860K
|
16.8K
$857K
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
BUY
|
- |
16.7K+ 105.15% |
$850K - $851K
|
32.5K
$1.65M
|
|
Jul 29, 2021
Q2 2021
|
Bfsg, LLC
|
BUY
|
- |
16.5K+ 26.78% |
$843K - $844K
|
78.2K
$3.98M
|