Purchases and Sales Made in Q2 2023 in Jp Morgan Ultra Short Mun Inco (JMST)

JMST Quotes by TradingView

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
Intergy Private Wealth, LLC

BUY
 -
1.14K
+ 5.62%
$57.3K - $57.6K
21.3K $1.08M
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
1.09K
+ 2.98%
$54.8K - $55.1K
37.5K $1.91M
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.06K
+ 4.44%
$53.5K - $53.8K
24.9K $1.27M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
1.06K
+ 4.22%
$53.5K - $53.8K
26.2K $1.33M
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
1K
+ 7.14%
$50.5K - $50.8K
15K $762K
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
1K
+ 21.83%
$50.5K - $50.8K
5.58K $284K
Aug 11, 2023 Q2 2023
Masso Torrence Wealth Management Inc.

BUY
 -
912
+ 2.71%
$46K - $46.3K
34.6K $1.76M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
839
+ 7.39%
$42.4K - $42.6K
12.2K $619K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
832
+ 5.98%
$42K - $42.2K
14.7K $749K
Jul 10, 2023 Q2 2023
Kwmg, LLC

BUY
 -
779
+ 2.75%
$39.3K - $39.5K
29.1K $1.48M
Aug 09, 2023 Q2 2023
Encompass Wealth Advisors, LLC

BUY
 -
655
+ 1.0%
$33.1K - $33.2K
66.3K $3.37M
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
545
+ 6.27%
$27.5K - $27.7K
9.23K $469K
Aug 02, 2023 Q2 2023
Compass Financial Group, Inc.

BUY
 -
538
+ 1.56%
$27.2K - $27.3K
35.1K $1.78M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
520
+ 4.75%
$26.3K - $26.4K
11.5K $583K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
400
+ 4.13%
$20.2K - $20.3K
10.1K $512K
Aug 11, 2023 Q2 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
400
+ 1.61%
$20.2K - $20.3K
25.3K $1.29M
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
393
New
$19.8K - $19.9K
393 $20K
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
280
+ 1.61%
$14.1K - $14.2K
17.7K $899K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
177
New
$8.94K - $8.98K
177 $8.99K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
171
+ 2.3%
$8.63K - $8.68K
7.61K $387K
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
136
+ 0.5%
$6.87K - $6.9K
27.5K $1.39M
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
87
+ 1.97%
$4.39K - $4.42K
4.5K $229K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
80
+ 9.2%
$4.04K - $4.06K
950 $48.3K
Jul 13, 2023 Q2 2023
Iam Advisory, LLC

BUY
 -
79
+ 0.52%
$3.99K - $4.01K
15.3K $776K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
77
+ 1.44%
$3.89K - $3.91K
5.42K $275K
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
75
+ 0.5%
$3.79K - $3.81K
15.2K $773K
Jul 26, 2023 Q2 2023
Hartford Financial Management Inc.

BUY
 -
75
+ 0.19%
$3.79K - $3.81K
39.3K $1.99M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
72
New
$3.64K - $3.65K
72 $3.66K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
49
+ 0.71%
$2.47K - $2.49K
6.98K $355K
Jul 14, 2023 Q2 2023
Shore Point Advisors, LLC

BUY
 -
48
+ 0.15%
$2.42K - $2.44K
32K $1.63M
Jul 24, 2023 Q2 2023
Kwb Wealth

Redlands, CA
BUY
 -
36
+ 0.26%
$1.82K - $1.83K
14.1K $715K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
27
+ 11.3%
$1.36K - $1.37K
266 $13.5K
Aug 13, 2024 Q2 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
22
+ 0.48%
$1.11K - $1.12K
4.57K $232K
Jul 28, 2023 Q2 2023
Alpha Omega Wealth Management LLC

BUY
 -
19
+ 0.08%
$959 - $964
24.4K $1.24M
Aug 14, 2023 Q2 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
16
+ 0.72%
$808 - $812
2.25K $114K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
14
+ 0.66%
$707 - $711
2.14K $109K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
14
+ 0.41%
$707 - $711
3.4K $173K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

SELL
 -
-13
- 0.05%
$656 - $660
27.1K $1.38M
Aug 03, 2023 Q2 2023
New Square Capital LLC

SELL
 -
-35
- 0.11%
$1.77K - $1.78K
33.1K $1.68M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-40
- 0.28%
$2.02K - $2.03K
14.1K $716K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
SELL
 -
-50
- 0.05%
$2.52K - $2.54K
105K $5.33M
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

SELL
 -
-52
- 0.66%
$2.63K - $2.64K
7.84K $398K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-55
- 0.42%
$2.78K - $2.79K
13.1K $664K
Jul 13, 2023 Q2 2023
Aletheian Wealth Advisors LLC

SELL
 -
-61
- 1.21%
$3.08K - $3.1K
4.97K $252K
Aug 02, 2023 Q2 2023
Gratus Capital LLC

SELL
 -
-80
- 1.19%
$4.04K - $4.06K
6.62K $336K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

SELL
 -
-99
- 0.36%
$5K - $5.03K
27.7K $1.41M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-99
- 0.36%
$5K - $5.03K
27.7K $1.41M
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-144
- 2.68%
$7.27K - $7.31K
5.22K $265K

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