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
Aug 13, 2021 Q2 2021	Elmwood Wealth Management, Inc.	BUY	-	16.2K + 46.55%	$824K - $825K	50.8K $2.58M
Jul 20, 2021 Q2 2021	Taylor, Cottrill, Erickson & Associates, Inc.	BUY	-	15.8K + 34.15%	$806K - $807K	62.1K $3.14M
Jul 23, 2021 Q2 2021	Central Trust CO Jefferson City, MO	BUY	-	14.2K + 34.53%	$724K - $725K	55.3K $2.8M
Aug 02, 2021 Q2 2021	Bcgm Wealth Management, LLC	BUY	-	13.8K + 15.75%	$702K - $703K	101K $5.13M
Jul 14, 2021 Q2 2021	Cfo4 Life Group, LLC	BUY	-	13.3K + 87.48%	$680K - $681K	28.6K $1.45M
Aug 13, 2021 Q2 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	13.3K New	$677K - $678K	13.3K $673K
Jul 15, 2021 Q2 2021	Dock Street Asset Management Inc	BUY	-	13.3K New	$676K - $677K	13.3K $672K
Aug 06, 2021 Q2 2021	Ironwood Investment Counsel, LLC	BUY	-	13.2K + 15.19%	$671K - $672K	99.7K $5.05M
Aug 13, 2021 Q2 2021	Tcg Advisory Services, LLC Austin, TX	BUY	-	11.4K + 34.22%	$582K - $583K	44.8K $2.27M
Aug 11, 2021 Q2 2021	Raymond James & Associates St Petersburg, FL	BUY	-	11K + 5.02%	$560K - $561K	230K $11.6M
Jul 21, 2021 Q2 2021	Dfpg Investments, LLC	BUY	-	10.2K + 34.33%	$523K - $523K	40.1K $2.03M
Aug 16, 2021 Q2 2021	One Capital Management, LLC Westlake Village, CA	BUY	-	10.1K + 2.45%	$516K - $516K	423K $21.4M
Aug 16, 2021 Q2 2021	Fin Trust Capital Advisors, LLC	BUY	-	10K + 27.03%	$510K - $511K	47K $2.38M
Aug 12, 2021 Q2 2021	Advisory Services Network, LLC	BUY	-	9.61K New	$490K - $491K	9.61K $487K
Aug 03, 2021 Q2 2021	Encompass Wealth Advisors, LLC	BUY	-	9.59K + 18.67%	$489K - $490K	61K $3.09M
Aug 11, 2021 Q2 2021	Equitable Holdings, Inc. New York, NY	BUY	-	9.2K New	$469K - $470K	9.2K $466K
Aug 10, 2021 Q2 2021	Wealth Enhancement Advisory Services, LLC	BUY	-	9K New	$459K - $460K	9K $456K
Aug 11, 2021 Q2 2021	Redmond Asset Management, LLC Henrico, VA	BUY	-	8.7K New	$444K - $444K	8.7K $441K
Aug 02, 2021 Q2 2021	Beacon Investment Advisory Services, Inc.	BUY	-	8.67K New	$442K - $443K	8.67K $439K
Jul 19, 2021 Q2 2021	Sargent Bickham Lagudis LLC	BUY	-	7.82K + 124.17%	$399K - $399K	14.1K $715K
Jul 19, 2021 Q2 2021	Sky Oak Wealth, LLC	BUY	-	7.81K + 16.26%	$399K - $399K	55.9K $2.83M
Jul 30, 2021 Q2 2021	Capital Management Corp	BUY	-	7.79K + 6.34%	$397K - $398K	131K $6.62M
Jul 22, 2021 Q2 2021	Private Capital Management LLC	BUY	-	7.63K + 43.21%	$389K - $390K	25.3K $1.28M
Jul 15, 2021 Q2 2021	N.E.W. Advisory Services LLC	BUY	-	7.6K New	$388K - $388K	7.6K $385K
Aug 03, 2021 Q2 2021	Brinker Capital Investments, LLC	BUY	-	7.45K + 6.19%	$380K - $381K	128K $6.47M
Jul 29, 2021 Q2 2021	Galvin, Gaustad & Stein, LLC	BUY	-	7.19K + 8.62%	$367K - $367K	90.6K $4.59M
Aug 16, 2021 Q2 2021	Sandbox Financial Partners, LLC Bethesda, MD	BUY	-	7.15K + 14.83%	$365K - $365K	55.4K $2.81M
Sep 24, 2021 Q2 2021	Thrivent Financial For Lutherans Minneapolis, MN	BUY	-	7.06K New	$360K - $361K	7.06K $358K
Aug 09, 2021 Q2 2021	Holderness Investments CO Greensboro, NC	BUY	-	6.59K + 59.58%	$336K - $337K	17.7K $894K
Jul 21, 2021 Q2 2021	Garrett Investment Advisors LLC	BUY	-	6.57K New	$335K - $336K	6.57K $333K
Aug 11, 2021 Q2 2021	Gerber Kawasaki Wealth & Investment Management	BUY	-	6.41K New	$327K - $328K	6.41K $325K
Jul 16, 2021 Q2 2021	Secure Asset Management, LLC	BUY	-	6.03K New	$308K - $308K	6.03K $306K
Aug 16, 2021 Q2 2021	Woodmont Investment Counsel LLC Nashville, TN	BUY	-	5.93K New	$302K - $303K	5.93K $300K
Jul 12, 2021 Q2 2021	Richard P Slaughter Associates Inc	BUY	-	5.2K New	$265K - $266K	5.2K $263K
Jul 12, 2021 Q2 2021	Pennsylvania Capital Management Inc	BUY	-	5.18K + 16.21%	$264K - $265K	37.2K $1.88M
Aug 13, 2021 Q2 2021	Integrated Wealth Concepts LLC	BUY	-	5.06K + 7.26%	$258K - $259K	74.8K $3.79M
Aug 18, 2021 Q2 2021	Colony Group LLC Boston, MA	BUY	-	5K + 25.0%	$255K - $255K	25K $1.27M
Aug 12, 2021 Q2 2021	Relative Value Partners Group, LLC Northbrook, IL	BUY	-	5K New	$255K - $255K	5K $253K
Jul 28, 2021 Q2 2021	Childress Capital Advisors, LLC Houston, TX	BUY	-	4.9K New	$250K - $250K	4.9K $248K
Aug 02, 2021 Q2 2021	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	4.8K + 3.21%	$245K - $245K	154K $7.82M
Aug 02, 2021 Q2 2021	Cowa, LLC Tulsa, OK	BUY	-	4.3K + 21.54%	$219K - $219K	24.2K $1.23M
Jul 09, 2021 Q2 2021	Dubuque Bank & Trust CO	BUY	-	4.11K New	$210K - $210K	4.11K $208K
Aug 09, 2021 Q2 2021	Signet Financial Management, LLC Parsippany, NJ	BUY	-	4.03K + 8.04%	$206K - $206K	54.2K $2.75M
Aug 09, 2021 Q2 2021	Epg Wealth Management LLC Atlanta, GA	BUY	-	4.02K New	$205K - $205K	4.02K $204K
Aug 11, 2021 Q2 2021	Dorsey & Whitney Trust CO LLC Sioux Falls, SD	BUY	-	4K New	$204K - $204K	4K $203K
Aug 16, 2021 Q2 2021	Fairview Capital Investment Management, LLC Greenbrae, CA	BUY	-	4K New	$204K - $204K	4K $203K
Aug 03, 2021 Q2 2021	Parsons Capital Management Inc	BUY	-	3.99K New	$204K - $204K	3.99K $202K
Jul 21, 2021 Q2 2021	Crossmark Global Holdings, Inc.	BUY	-	3.92K New	$200K - $200K	3.92K $199K
Aug 05, 2021 Q2 2021	Orion Portfolio Solutions, LLC	BUY	-	3.81K + 21.71%	$194K - $195K	21.4K $1.08M
Aug 13, 2021 Q2 2021	3 D/L Capital Management, LLC	BUY	-	3.61K + 2.9%	$184K - $184K	128K $6.49M

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Account

Purchases and Sales Made in Q2 2021 in Jp Morgan Ultra Short Mun Inco (JMST)

16.2K

15.8K

14.2K

13.8K

13.3K

13.3K

13.3K

13.2K

11.4K

11K

10.2K

10.1K

10K

9.61K

9.59K

9.2K

9K

8.7K

8.67K

7.82K

7.81K

7.79K

7.63K

7.6K

7.45K

7.19K

7.15K

7.06K

6.59K

6.57K

6.41K

6.03K

5.93K

5.2K

5.18K

5.06K

5K

5K

4.9K

4.8K

4.3K

4.11K

4.03K

4.02K

4K

4K

3.99K

3.92K

3.81K

3.61K

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