Purchases and Sales Made in Q2 2022 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 2022. 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 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
792K+ 13488.26% |
$40M - $40.2M
|
798K
$40.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
560K+ 142.62% |
$28.2M - $28.4M
|
953K
$48.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
361KNew |
$18.2M - $18.3M
|
361K
$18.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
349KNew |
$17.6M - $17.7M
|
349K
$17.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
302K+ 90.93% |
$15.2M - $15.3M
|
634K
$32.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
269K+ 62.54% |
$13.6M - $13.7M
|
700K
$35.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
208KNew |
$10.5M - $10.5M
|
208K
$10.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
205K+ 137.25% |
$10.3M - $10.4M
|
355K
$18M
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
202KNew |
$10.2M - $10.3M
|
202K
$10.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
BUY
|
- |
199KNew |
$10M - $10.1M
|
199K
$10.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
182K+ 42.3% |
$9.18M - $9.24M
|
613K
$31.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
172K+ 26712.6% |
$8.66M - $8.71M
|
172K
$8.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
141K+ 29.15% |
$7.12M - $7.16M
|
626K
$31.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
136K+ 77.08% |
$6.88M - $6.92M
|
313K
$15.9M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
118K+ 31.11% |
$5.94M - $5.97M
|
496K
$25.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116K+ 127.9% |
$5.84M - $5.88M
|
206K
$10.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
110K+ 667.16% |
$5.55M - $5.58M
|
127K
$6.43M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
110K+ 241.54% |
$5.53M - $5.56M
|
155K
$7.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
106K+ 137.95% |
$5.35M - $5.39M
|
183K
$9.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
97.2K+ 612.17% |
$4.9M - $4.93M
|
113K
$5.74M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
97.1KNew |
$4.9M - $4.92M
|
97.1K
$4.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.7K+ 34.44% |
$4.78M - $4.81M
|
370K
$18.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
90.8K+ 66.3% |
$4.58M - $4.6M
|
228K
$11.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
89.9K+ 20.61% |
$4.53M - $4.56M
|
526K
$26.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
82.9K+ 33.42% |
$4.18M - $4.21M
|
331K
$16.8M
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
80.4KNew |
$4.06M - $4.08M
|
80.4K
$4.08M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
77.1K+ 449.21% |
$3.89M - $3.91M
|
94.2K
$4.78M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
76.7K+ 114.05% |
$3.87M - $3.89M
|
144K
$7.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
68.3K+ 33.86% |
$3.44M - $3.46M
|
270K
$13.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
65.4KNew |
$3.3M - $3.32M
|
65.4K
$3.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
56.3K+ 58.14% |
$2.84M - $2.85M
|
153K
$7.77M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
55.8K+ 49.62% |
$2.81M - $2.83M
|
168K
$8.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
52.2K+ 569.44% |
$2.63M - $2.65M
|
61.4K
$3.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
51.3KNew |
$2.58M - $2.6M
|
51.3K
$2.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49K+ 712.69% |
$2.47M - $2.48M
|
55.8K
$2.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
48.5KNew |
$2.44M - $2.46M
|
48.5K
$2.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
47.9K+ 24.71% |
$2.42M - $2.43M
|
242K
$12.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
44K+ 1359.64% |
$2.22M - $2.23M
|
47.3K
$2.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
38.3K+ 112.33% |
$1.93M - $1.94M
|
72.4K
$3.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.1K+ 299.96% |
$1.92M - $1.93M
|
50.8K
$2.58M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
37.4K+ 24.83% |
$1.88M - $1.9M
|
188K
$9.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
35.5K+ 16.45% |
$1.79M - $1.8M
|
251K
$12.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
34.7K+ 17.82% |
$1.75M - $1.76M
|
230K
$11.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
33.6KNew |
$1.69M - $1.7M
|
33.6K
$1.71M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
32.6KNew |
$1.64M - $1.65M
|
32.6K
$1.65M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29.6K+ 195.25% |
$1.49M - $1.5M
|
44.8K
$2.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.9KNew |
$1.46M - $1.46M
|
28.9K
$1.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
28.5K+ 220.52% |
$1.44M - $1.45M
|
41.4K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
27.4K+ 80.22% |
$1.38M - $1.39M
|
61.6K
$3.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
27.2K+ 43.92% |
$1.37M - $1.38M
|
89.2K
$4.53M
|