Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
217KNew |
$10.9M - $11M
|
217K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
189KNew |
$9.55M - $9.6M
|
189K
$9.61M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
163K+ 135.79% |
$8.21M - $8.26M
|
282K
$14.3M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
125KNew |
$6.32M - $6.35M
|
125K
$6.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 210.74% |
$6.08M - $6.12M
|
178K
$9.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
111K+ 118.1% |
$5.62M - $5.65M
|
205K
$10.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
110KNew |
$5.55M - $5.58M
|
110K
$5.58M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
99.9KNew |
$5.04M - $5.07M
|
99.9K
$5.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
95.1K+ 407.55% |
$4.8M - $4.83M
|
118K
$6.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
89.4KNew |
$4.51M - $4.54M
|
89.4K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
80.9KNew |
$4.08M - $4.1M
|
80.9K
$4.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
72.1K+ 18.35% |
$3.64M - $3.66M
|
465K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
70.7K+ 24.39% |
$3.57M - $3.59M
|
361K
$18.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
70.4KNew |
$3.55M - $3.57M
|
70.4K
$3.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
63.4K+ 422.9% |
$3.2M - $3.22M
|
78.3K
$3.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
62.1KNew |
$3.13M - $3.15M
|
62.1K
$3.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.5K+ 4.89% |
$3.05M - $3.07M
|
1.3M
$65.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.4K+ 11.88% |
$3.05M - $3.07M
|
569K
$28.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
57K+ 1032.37% |
$2.88M - $2.89M
|
62.5K
$3.18M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51.4KNew |
$2.6M - $2.61M
|
51.4K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
50.2KNew |
$2.54M - $2.55M
|
50.2K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
49.4K+ 20.12% |
$2.5M - $2.51M
|
295K
$15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.3K+ 20.78% |
$2.34M - $2.35M
|
269K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41.7K+ 223.56% |
$2.11M - $2.12M
|
60.4K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37K+ 46.81% |
$1.87M - $1.88M
|
116K
$5.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
36.6KNew |
$1.85M - $1.86M
|
36.6K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31.1K+ 4.0% |
$1.57M - $1.58M
|
809K
$41.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
27.2K+ 24.22% |
$1.38M - $1.38M
|
140K
$7.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
24.4K+ 98.98% |
$1.23M - $1.24M
|
49.1K
$2.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
23.8K+ 22.84% |
$1.2M - $1.21M
|
128K
$6.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.6K+ 442.49% |
$1.19M - $1.2M
|
28.9K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.7K+ 180.31% |
$1.15M - $1.15M
|
35.3K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.6K+ 165.71% |
$937K - $942K
|
29.8K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.7K+ 13.69% |
$893K - $898K
|
147K
$7.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
17.4KNew |
$877K - $881K
|
17.4K
$882K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.9K+ 23.99% |
$853K - $857K
|
87.3K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.1KNew |
$811K - $816K
|
16.1K
$816K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.3KNew |
$770K - $774K
|
15.3K
$775K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
15K+ 164.62% |
$756K - $760K
|
24.1K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.5K+ 22.33% |
$683K - $687K
|
74.1K
$3.76M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.3K+ 38.83% |
$674K - $677K
|
47.7K
$2.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
13.3K+ 8.89% |
$671K - $675K
|
163K
$8.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
13.1K+ 2.27% |
$660K - $664K
|
589K
$29.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13.1K+ 7.38% |
$660K - $663K
|
190K
$9.66M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 23.56% |
$608K - $611K
|
63.1K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
11.9K+ 1.64% |
$600K - $603K
|
736K
$37.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 3.89% |
$598K - $602K
|
316K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$597K - $601K
|
11.8K
$601K
|
|
|
Aug 02, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.6KNew |
$586K - $589K
|
11.6K
$590K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 57.83% |
$564K - $567K
|
30.5K
$1.55M
|