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 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.53K+ 14.63% |
$180K - $180K
|
27.7K
$1.4M
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
3.46K+ 55.44% |
$176K - $177K
|
9.7K
$491K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.89KNew |
$148K - $148K
|
2.89K
$147K
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
BUY
|
- |
2.4K+ 24.33% |
$122K - $123K
|
12.3K
$622K
|
|
Aug 10, 2021
Q2 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.37K+ 3.46% |
$121K - $121K
|
70.8K
$3.59M
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.34K+ 4.59% |
$119K - $120K
|
53.4K
$2.7M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.27K+ 7.92% |
$116K - $116K
|
31K
$1.57M
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.26K+ 2.79% |
$115K - $115K
|
83.2K
$4.21M
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.25K+ 49.97% |
$115K - $115K
|
6.75K
$342K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.24K+ 17.16% |
$114K - $114K
|
15.3K
$775K
|
|
Jul 13, 2021
Q2 2021
|
Kwmg, LLC
|
BUY
|
- |
2.19K+ 44.39% |
$112K - $112K
|
7.11K
$360K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.12K+ 3.5% |
$108K - $108K
|
62.7K
$3.17M
|
|
Aug 10, 2021
Q2 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.9K+ 5.96% |
$96.9K - $97.1K
|
33.8K
$1.71M
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
1.87K+ 5.92% |
$95.4K - $95.5K
|
33.5K
$1.7M
|
|
Jul 30, 2021
Q2 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.8K+ 1.49% |
$91.6K - $91.7K
|
122K
$6.19M
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.69K+ 18.18% |
$86K - $86.1K
|
11K
$555K
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.51K+ 1.96% |
$77K - $77.1K
|
78.6K
$3.99M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.37KNew |
$69.7K - $69.8K
|
1.37K
$69.3K
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.22K+ 8.38% |
$62.3K - $62.4K
|
15.8K
$801K
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.01KNew |
$51.4K - $51.4K
|
1.01K
$51K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
993+ 4.97% |
$50.7K - $50.7K
|
21K
$1.06M
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
614+ 9.89% |
$31.3K - $31.4K
|
6.82K
$346K
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
540+ 11.29% |
$27.6K - $27.6K
|
5.32K
$270K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
514+ 3.26% |
$26.2K - $26.3K
|
16.3K
$825K
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
331+ 7.42% |
$16.9K - $16.9K
|
4.79K
$243K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
330+ 32.35% |
$16.8K - $16.9K
|
1.35K
$68.4K
|
|
Jul 07, 2021
Q2 2021
|
Ims Capital Management
|
BUY
|
- |
250+ 4.55% |
$12.8K - $12.8K
|
5.75K
$291K
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
230+ 1.57% |
$11.7K - $11.8K
|
14.9K
$753K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
200+ 0.9% |
$10.2K - $10.2K
|
22.3K
$1.13M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
159+ 1.95% |
$8.11K - $8.12K
|
8.32K
$422K
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
29New |
$1.48K - $1.48K
|
29
$1.47K
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
21+ 0.51% |
$1.07K - $1.07K
|
4.14K
$210K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.03% |
$459 - $460
|
29.5K
$1.5M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4+ 0.03% |
$204 - $204
|
12K
$610K
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$51 - $51.1
|
15.6K
$791K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-60Closed |
$3.06K - $3.07K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-100- 1.28% |
$5.1K - $5.11K
|
7.7K
$390K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-104- 2.32% |
$5.31K - $5.31K
|
4.39K
$222K
|
|
Aug 13, 2021
Q2 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-121- 0.39% |
$6.17K - $6.18K
|
31.1K
$1.57M
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-200- 1.15% |
$10.2K - $10.2K
|
17.3K
$874K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-365- 5.73% |
$18.6K - $18.6K
|
6K
$304K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-479- 99.79% |
$24.4K - $24.5K
|
1
$50.7
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-490- 11.56% |
$25K - $25K
|
3.75K
$190K
|
|
Aug 05, 2021
Q2 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-491Closed |
$25.1K - $25.1K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-732- 15.44% |
$37.3K - $37.4K
|
4.01K
$203K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-900- 6.0% |
$45.9K - $46K
|
14.1K
$714K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-927- 12.1% |
$47.3K - $47.4K
|
6.73K
$341K
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.28K- 7.42% |
$65.3K - $65.4K
|
16K
$810K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.36K- 10.55% |
$69.3K - $69.4K
|
11.5K
$584K
|