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
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-151- 1.21% |
$7.62K - $7.66K
|
12.4K
$627K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-158- 2.09% |
$7.98K - $8.02K
|
7.42K
$377K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-200- 0.69% |
$10.1K - $10.2K
|
28.7K
$1.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-295- 0.98% |
$14.9K - $15K
|
29.7K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-296- 2.12% |
$14.9K - $15K
|
13.7K
$694K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-336- 2.98% |
$17K - $17.1K
|
11K
$557K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-400- 4.21% |
$20.2K - $20.3K
|
9.11K
$463K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-450- 0.59% |
$22.7K - $22.8K
|
75.4K
$3.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-571- 1.2% |
$28.8K - $29K
|
47.2K
$2.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-640- 3.4% |
$32.3K - $32.5K
|
18.2K
$923K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-668- 7.36% |
$33.7K - $33.9K
|
8.41K
$427K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-750- 6.93% |
$37.9K - $38.1K
|
10.1K
$512K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-832- 0.18% |
$42K - $42.2K
|
468K
$23.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-835- 6.85% |
$42.2K - $42.4K
|
11.4K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-890- 1.47% |
$44.9K - $45.2K
|
59.8K
$3.04M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-904- 9.89% |
$45.6K - $45.9K
|
8.23K
$418K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-928- 5.8% |
$46.9K - $47.1K
|
15.1K
$766K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-961- 13.55% |
$48.5K - $48.8K
|
6.13K
$312K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-968- 6.77% |
$48.9K - $49.1K
|
13.3K
$677K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1K- 9.09% |
$50.5K - $50.8K
|
10K
$508K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-1K- 13.51% |
$50.5K - $50.8K
|
6.4K
$325K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1K- 2.65% |
$50.5K - $50.8K
|
36.7K
$1.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 41.11% |
$50.7K - $51K
|
1.44K
$73.1K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.03K- 2.75% |
$51.8K - $52.1K
|
36.3K
$1.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.03K- 2.75% |
$51.8K - $52.1K
|
36.3K
$1.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.05K- 6.03% |
$53K - $53.3K
|
16.4K
$832K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.2K- 7.72% |
$60.6K - $60.9K
|
14.3K
$729K
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
SELL
|
- |
-1.21K- 17.85% |
$60.9K - $61.3K
|
5.56K
$282K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.23K- 1.64% |
$61.9K - $62.2K
|
73.6K
$3.74M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.39K- 41.18% |
$69.9K - $70.3K
|
1.98K
$100K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 6.04% |
$70.4K - $70.8K
|
21.7K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.49K- 13.22% |
$75.1K - $75.5K
|
9.77K
$496K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.62K- 17.37% |
$81.6K - $82K
|
7.69K
$390K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.62K- 1.74% |
$81.6K - $82.1K
|
91.1K
$4.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.64K- 9.93% |
$82.7K - $83.1K
|
14.9K
$755K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 1.39% |
$85.1K - $85.5K
|
119K
$6.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.72K- 3.5% |
$86.7K - $87.2K
|
47.3K
$2.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.8K- 27.57% |
$90.7K - $91.2K
|
4.72K
$240K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.82K- 2.66% |
$91.9K - $92.4K
|
66.7K
$3.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.86K- 0.97% |
$93.7K - $94.2K
|
190K
$9.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.98K- 35.32% |
$100K - $101K
|
3.63K
$184K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2K- 7.58% |
$101K - $102K
|
24.4K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.04K- 6.43% |
$103K - $103K
|
29.7K
$1.51M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.26K- 19.22% |
$114K - $115K
|
9.48K
$482K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.3K- 43.4% |
$116K - $117K
|
3K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.43K- 6.16% |
$123K - $123K
|
37K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.5K- 8.01% |
$126K - $127K
|
28.7K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.54K- 25.14% |
$128K - $129K
|
7.56K
$384K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.59K- 0.89% |
$131K - $131K
|
287K
$14.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.6K- 11.7% |
$131K - $132K
|
19.6K
$998K
|