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 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.78K- 7.05% |
$140K - $141K
|
36.7K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 8.04% |
$145K - $146K
|
32.8K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.87K- 12.68% |
$145K - $146K
|
19.7K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.94K- 19.16% |
$149K - $149K
|
12.4K
$631K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.95K- 5.26% |
$149K - $150K
|
53.2K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.97K- 0.47% |
$150K - $151K
|
626K
$31.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.03K- 37.36% |
$153K - $154K
|
5.08K
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.28K- 15.48% |
$166K - $167K
|
17.9K
$910K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.35K- 43.49% |
$169K - $170K
|
4.36K
$221K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.41K- 7.97% |
$172K - $173K
|
39.4K
$2M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-3.5K- 20.0% |
$177K - $178K
|
14K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.5K- 14.11% |
$177K - $178K
|
21.3K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-3.55K- 27.15% |
$179K - $180K
|
9.52K
$484K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.55K- 2.41% |
$179K - $180K
|
144K
$7.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-3.59K- 20.78% |
$181K - $182K
|
13.7K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.67K- 16.01% |
$185K - $186K
|
19.2K
$977K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.75K- 37.79% |
$189K - $190K
|
6.17K
$313K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-3.84K- 22.37% |
$194K - $195K
|
13.3K
$676K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4K- 51.75% |
$202K - $203K
|
3.73K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4K- 98.67% |
$202K - $203K
|
54
$2.74K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.02K- 13.08% |
$203K - $204K
|
26.7K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.05K- 4.71% |
$204K - $206K
|
82K
$4.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.15K- 2.41% |
$210K - $211K
|
168K
$8.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-4.59K- 5.93% |
$231K - $233K
|
72.7K
$3.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-4.85K- 14.9% |
$245K - $246K
|
27.7K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.17K- 4.14% |
$261K - $263K
|
120K
$6.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.3K- 20.93% |
$267K - $269K
|
20K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5.38K- 24.07% |
$271K - $273K
|
17K
$862K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-5.49K- 9.23% |
$277K - $279K
|
54K
$2.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-5.5K- 9.43% |
$277K - $279K
|
52.8K
$2.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-5.82K- 3.86% |
$294K - $295K
|
145K
$7.37M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-5.85K- 29.0% |
$295K - $297K
|
14.3K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-5.85K- 6.08% |
$296K - $297K
|
90.4K
$4.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.27K- 35.01% |
$316K - $318K
|
11.6K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.34K- 1.9% |
$320K - $322K
|
328K
$16.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.9K- 49.82% |
$348K - $350K
|
6.95K
$353K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.94K- 4.36% |
$350K - $352K
|
152K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6.97K- 47.37% |
$352K - $354K
|
7.74K
$393K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-7.05K- 17.98% |
$356K - $358K
|
32.2K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.13K- 50.0% |
$360K - $362K
|
7.13K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-7.61K- 16.46% |
$384K - $386K
|
38.6K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-7.66K- 10.21% |
$387K - $389K
|
67.4K
$3.42M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-7.81K- 10.59% |
$394K - $397K
|
65.9K
$3.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.04K- 62.11% |
$406K - $408K
|
4.91K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.1K- 15.79% |
$409K - $411K
|
43.2K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.41K- 13.96% |
$425K - $427K
|
51.8K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.49K- 22.59% |
$429K - $431K
|
29.1K
$1.48M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8.96K- 12.02% |
$452K - $455K
|
65.6K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9K- 1.42% |
$454K - $457K
|
626K
$31.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-9.09K- 45.2% |
$459K - $461K
|
11K
$560K
|