Purchases and Sales Made in Q2 2024 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 2024. 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
Oct 28, 2024 Q2 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
14.1K
+ 18.97%
$715K - $717K
88.6K $4.5M
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
13.3K
+ 140.44%
$672K - $674K
22.7K $1.16M
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
13K
+ 307.43%
$659K - $661K
17.3K $877K
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
12.8K
+ 46.48%
$645K - $647K
40.2K $2.04M
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
12.5K
+ 35.01%
$633K - $635K
48.3K $2.45M
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
11.9K
+ 1215.73%
$602K - $604K
12.9K $654K
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
11.2K
New
$567K - $569K
11.2K $569K
Jul 10, 2024 Q2 2024
Helen Stephens Group, LLC

BUY
 -
11.1K
+ 107.13%
$560K - $562K
21.4K $1.09M
Aug 06, 2024 Q2 2024
Bka Wealth Consulting, Inc.

BUY
 -
10.8K
+ 123.35%
$545K - $547K
19.5K $992K
Jul 12, 2024 Q2 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
10.8K
New
$544K - $546K
10.8K $546K
Jul 09, 2024 Q2 2024
Baker Ellis Asset Management LLC

BUY
 -
10.5K
New
$531K - $533K
10.5K $534K
Jul 22, 2024 Q2 2024
Krilogy Financial LLC

BUY
 -
10.2K
New
$516K - $518K
10.2K $519K
Jul 25, 2024 Q2 2024
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
10.1K
+ 36.02%
$510K - $512K
38.1K $1.94M
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
10K
+ 27.61%
$506K - $508K
46.2K $2.35M
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
9.91K
New
$501K - $503K
9.91K $503K
Aug 13, 2024 Q2 2024
Sentinel Trust CO Lba

Houston, TX
BUY
 -
9.89K
+ 66.55%
$500K - $502K
24.8K $1.26M
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
9.85K
New
$498K - $500K
9.85K $500K
Jul 31, 2024 Q2 2024
Davidson Investment Advisors

BUY
 -
9.45K
+ 10.6%
$478K - $479K
98.6K $5.01M
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
9.27K
New
$469K - $470K
9.27K $471K
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
9.17K
+ 29.73%
$464K - $465K
40K $2.03M
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
8.98K
New
$454K - $456K
8.98K $456K
Jul 23, 2024 Q2 2024
Thompson Davis & Co., Inc.

BUY
 -
8.94K
+ 74.05%
$452K - $454K
21K $1.07M
Aug 14, 2024 Q2 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
8.62K
New
$436K - $437K
8.62K $438K
Jul 18, 2024 Q2 2024
Peterson Wealth Advisors, LLC

BUY
 -
8.08K
New
$409K - $410K
8.08K $411K
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.98K
New
$403K - $405K
7.98K $405K
Jul 17, 2024 Q2 2024
Kathleen S. Wright Associates Inc.

BUY
 -
7.7K
+ 20.96%
$389K - $391K
44.4K $2.26M
Jul 29, 2024 Q2 2024
True Mark Investments, LLC

Chicago, IL
BUY
 -
7.61K
New
$385K - $386K
7.61K $387K
Jul 18, 2024 Q2 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
7.57K
+ 89.82%
$383K - $384K
16K $813K
Jul 18, 2024 Q2 2024
Tennessee Valley Asset Management Partners

BUY
 -
7.26K
New
$367K - $368K
7.26K $369K
Jul 23, 2024 Q2 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
7.1K
New
$359K - $361K
7.1K $361K
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
7.03K
+ 29.36%
$356K - $357K
31K $1.57M
Jul 31, 2024 Q2 2024
Cfo4 Life Group, LLC

BUY
 -
6.97K
+ 3.01%
$352K - $354K
238K $12.1M
Jul 25, 2024 Q2 2024
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
6.82K
+ 49.02%
$345K - $346K
20.7K $1.05M
Aug 14, 2024 Q2 2024
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
6.68K
New
$338K - $339K
6.68K $339K
Aug 14, 2024 Q2 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
6.44K
+ 9.05%
$326K - $327K
77.6K $3.94M
Aug 06, 2024 Q2 2024
North Rock Partners, LLC

BUY
 -
6.16K
New
$311K - $312K
6.16K $313K
Aug 12, 2024 Q2 2024
Brighton Jones LLC

BUY
 -
6.07K
New
$307K - $308K
6.07K $309K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.06K
+ 3.34%
$306K - $307K
187K $9.51M
Aug 01, 2024 Q2 2024
Yhb Investment Advisors, Inc.

BUY
 -
5.64K
+ 13.37%
$285K - $286K
47.8K $2.43M
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
5.58K
+ 3.85%
$282K - $283K
150K $7.64M
Aug 05, 2024 Q2 2024
Cahaba Wealth Management, Inc.

BUY
 -
5.51K
New
$278K - $279K
5.51K $280K
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
5.38K
+ 147.42%
$272K - $273K
9.03K $459K
Jul 19, 2024 Q2 2024
Western Wealth Management, LLC

BUY
 -
5.2K
New
$263K - $264K
5.2K $264K
Aug 05, 2024 Q2 2024
Ironwood Investment Counsel, LLC

BUY
 -
4.95K
+ 15.08%
$250K - $251K
37.7K $1.92M
Jul 10, 2024 Q2 2024
Stewardship Advisors, LLC

BUY
 -
4.93K
+ 29.19%
$249K - $250K
21.8K $1.11M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
4.91K
+ 41.31%
$248K - $249K
16.8K $853K
Aug 09, 2024 Q2 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
4.75K
+ 5.45%
$240K - $241K
91.9K $4.67M
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.64K
+ 71.31%
$235K - $236K
11.2K $567K
Jul 17, 2024 Q2 2024
E Rn Financial, LLC

BUY
 -
4.58K
+ 15.49%
$231K - $232K
34.1K $1.73M

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