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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-77.7K- 19.39% |
$3.92M - $3.95M
|
323K
$16.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-78K- 27.12% |
$3.94M - $3.96M
|
210K
$10.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-80.7K- 22.82% |
$4.07M - $4.09M
|
273K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-85.6K- 12.75% |
$4.32M - $4.35M
|
586K
$29.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-106K- 99.87% |
$5.34M - $5.37M
|
143
$7.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-106K- 79.45% |
$5.36M - $5.39M
|
27.4K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-117K- 38.78% |
$5.88M - $5.92M
|
184K
$9.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 15.81% |
$6.34M - $6.37M
|
668K
$34M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158K- 7.9% |
$7.98M - $8.02M
|
1.84M
$93.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-444K- 60.93% |
$22.4M - $22.5M
|
284K
$14.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-458K- 96.95% |
$23.1M - $23.2M
|
14.4K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-553K- 13.12% |
$27.9M - $28.1M
|
3.66M
$186M
|