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 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.9K+ 10.67% |
$552K - $555K
|
113K
$5.76M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2K+ 21.81% |
$514K - $517K
|
56.9K
$2.89M
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
10K+ 53.59% |
$506K - $509K
|
28.8K
$1.46M
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.86KNew |
$498K - $501K
|
9.86K
$501K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.99KNew |
$454K - $456K
|
8.99K
$457K
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
8.15KNew |
$411K - $414K
|
8.15K
$414K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.04K+ 86.98% |
$406K - $408K
|
17.3K
$877K
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.9K+ 7.38% |
$399K - $401K
|
115K
$5.84M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.83K+ 45.3% |
$395K - $398K
|
25.1K
$1.28M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.67KNew |
$387K - $389K
|
7.67K
$390K
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
6.71K+ 5.12% |
$339K - $341K
|
138K
$7M
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.49K+ 2.98% |
$328K - $329K
|
224K
$11.4M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.48K+ 313.09% |
$327K - $329K
|
8.55K
$434K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.43KNew |
$324K - $326K
|
6.43K
$326K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.03K+ 117.17% |
$305K - $306K
|
11.2K
$568K
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.62K+ 3.32% |
$284K - $285K
|
175K
$8.87M
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.5K+ 4.94% |
$278K - $279K
|
117K
$5.93M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.46KNew |
$276K - $277K
|
5.46K
$277K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.65KNew |
$235K - $236K
|
4.65K
$236K
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.64K+ 1.24% |
$234K - $236K
|
379K
$19.2M
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.28K+ 10.35% |
$216K - $217K
|
45.6K
$2.32M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$211K - $212K
|
4.17K
$212K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.11K+ 5.81% |
$208K - $209K
|
74.8K
$3.8M
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.08K+ 6.22% |
$206K - $207K
|
69.6K
$3.54M
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
4K+ 51.84% |
$202K - $203K
|
11.7K
$595K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.99K+ 65.13% |
$201K - $202K
|
10.1K
$513K
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
BUY
|
- |
3.48K+ 4.45% |
$176K - $177K
|
81.7K
$4.15M
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.09K+ 11.5% |
$156K - $157K
|
29.9K
$1.52M
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.92K+ 3.83% |
$147K - $148K
|
79.1K
$4.02M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.92K+ 143.02% |
$147K - $148K
|
4.96K
$252K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2.86K+ 17.68% |
$144K - $145K
|
19K
$966K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.85KNew |
$144K - $145K
|
2.85K
$145K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.75K+ 6.92% |
$139K - $140K
|
42.5K
$2.16M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.72K+ 4.32% |
$137K - $138K
|
65.7K
$3.34M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.4KNew |
$121K - $122K
|
2.4K
$122K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.37K+ 9.25% |
$120K - $120K
|
28K
$1.42M
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.12K+ 8.71% |
$107K - $108K
|
26.5K
$1.35M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.05K+ 37.33% |
$104K - $104K
|
7.55K
$384K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99K+ 10.7% |
$101K - $101K
|
20.6K
$1.05M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.94K+ 39.34% |
$98.2K - $98.7K
|
6.89K
$350K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.94K+ 17.99% |
$97.8K - $98.3K
|
12.7K
$645K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.91K+ 8.67% |
$96.5K - $97.1K
|
24K
$1.22M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 5.73% |
$83.6K - $84.1K
|
30.6K
$1.55M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.61K+ 8.5% |
$81.1K - $81.5K
|
20.5K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.59K+ 24.34% |
$80K - $80.5K
|
8.1K
$411K
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.5K+ 18.15% |
$75.7K - $76.1K
|
9.77K
$496K
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.43K+ 12.22% |
$72.4K - $72.8K
|
13.2K
$669K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.35K+ 26.41% |
$68.4K - $68.7K
|
6.48K
$329K
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.25K+ 1.93% |
$63.2K - $63.6K
|
66.2K
$3.36M
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.19K+ 64.75% |
$59.8K - $60.2K
|
3.02K
$153K
|