Purchases and Sales Made in Q2 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.44K+ 2.74% |
$72.6K - $72.8K
|
53.8K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.3K+ 1.6% |
$65.7K - $65.9K
|
82.5K
$4.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.21K+ 7.58% |
$61.1K - $61.3K
|
17.2K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.15K+ 9.98% |
$58K - $58.2K
|
12.6K
$644K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.07K+ 12.28% |
$54.1K - $54.3K
|
9.78K
$498K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 21.33% |
$52.1K - $52.3K
|
5.86K
$299K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
982+ 8.92% |
$49.7K - $49.8K
|
12K
$611K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
978New |
$49.5K - $49.6K
|
978
$49.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
975New |
$49.3K - $49.5K
|
975
$49.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
911+ 2.4% |
$46.1K - $46.2K
|
38.9K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
900+ 11.39% |
$45.5K - $45.7K
|
8.8K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
844+ 10.24% |
$42.7K - $42.8K
|
9.08K
$463K
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
840+ 7.69% |
$42.5K - $42.6K
|
11.8K
$600K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
835+ 1.77% |
$42.2K - $42.4K
|
48.1K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
794+ 9.48% |
$40.2K - $40.3K
|
9.17K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
791New |
$40K - $40.1K
|
791
$40.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
719+ 0.29% |
$36.4K - $36.5K
|
253K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
700+ 1.26% |
$35.4K - $35.5K
|
56.4K
$2.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
698+ 11.26% |
$35.3K - $35.4K
|
6.9K
$351K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
691New |
$34.9K - $35.1K
|
691
$35.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
682+ 9.24% |
$34.5K - $34.6K
|
8.06K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
585+ 5.12% |
$29.6K - $29.7K
|
12K
$612K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
544+ 5.39% |
$27.5K - $27.6K
|
10.6K
$542K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
453+ 2.9% |
$22.9K - $23K
|
16.1K
$819K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
452+ 7.51% |
$22.9K - $22.9K
|
6.47K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
431+ 3.32% |
$21.8K - $21.9K
|
13.4K
$684K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
425+ 1.35% |
$21.5K - $21.6K
|
31.8K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
406New |
$20.5K - $20.6K
|
406
$20.7K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
387+ 3.2% |
$19.6K - $19.6K
|
12.5K
$636K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
313New |
$15.8K - $15.9K
|
313
$16K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
310New |
$15.7K - $15.7K
|
310
$15.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$15.2K - $15.2K
|
300
$15.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
283+ 0.87% |
$14.3K - $14.4K
|
32.8K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
270New |
$13.7K - $13.7K
|
270
$13.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
243+ 3.17% |
$12.3K - $12.3K
|
7.91K
$403K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
238+ 2.22% |
$12K - $12.1K
|
11K
$558K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
221+ 5.22% |
$11.2K - $11.2K
|
4.45K
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
175+ 3.15% |
$8.85K - $8.88K
|
5.73K
$292K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
170+ 2.79% |
$8.6K - $8.63K
|
6.26K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
157New |
$7.94K - $7.97K
|
157
$8K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
155+ 0.45% |
$7.84K - $7.87K
|
34.5K
$1.76M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
138New |
$6.98K - $7K
|
138
$7.03K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
136+ 0.87% |
$6.88K - $6.9K
|
15.8K
$804K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
128+ 0.52% |
$6.47K - $6.5K
|
24.6K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
125+ 0.34% |
$6.32K - $6.34K
|
36.5K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
105+ 0.87% |
$5.31K - $5.33K
|
12.2K
$623K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
84+ 0.24% |
$4.25K - $4.26K
|
34.6K
$1.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
66+ 0.68% |
$3.34K - $3.35K
|
9.8K
$499K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
60+ 0.87% |
$3.03K - $3.05K
|
6.96K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
53+ 0.46% |
$2.68K - $2.69K
|
11.6K
$589K
|