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
Jul 19, 2024 Q2 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
1.03K
+ 21.33%
$52.1K - $52.3K
5.86K $297K
Aug 09, 2024 Q2 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
982
+ 8.92%
$49.7K - $49.8K
12K $608K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
978
New
$49.5K - $49.6K
978 $49.6K
Aug 13, 2024 Q2 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
975
New
$49.3K - $49.5K
975 $49.4K
Aug 15, 2024 Q2 2024
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
911
+ 2.4%
$46.1K - $46.2K
38.9K $1.97M
Jul 31, 2024 Q2 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
900
+ 11.39%
$45.5K - $45.7K
8.8K $446K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
844
+ 10.24%
$42.7K - $42.8K
9.08K $460K
Jul 26, 2024 Q2 2024
Presidio Capital Management, LLC

BUY
 -
840
+ 7.69%
$42.5K - $42.6K
11.8K $596K
Jul 15, 2024 Q2 2024
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
835
+ 1.77%
$42.2K - $42.4K
48.1K $2.44M
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
794
+ 9.48%
$40.2K - $40.3K
9.17K $465K
Jul 15, 2024 Q2 2024
Trust CO

BUY
 -
719
+ 0.29%
$36.4K - $36.5K
253K $12.8M
Aug 14, 2024 Q2 2024
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
700
+ 1.26%
$35.4K - $35.5K
56.4K $2.86M
Jul 19, 2024 Q2 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
698
+ 11.26%
$35.3K - $35.4K
6.9K $349K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
691
New
$34.9K - $35.1K
691 $35K
Jul 17, 2024 Q2 2024
Archford Capital Strategies, LLC

BUY
 -
682
+ 9.24%
$34.5K - $34.6K
8.06K $409K
Aug 13, 2024 Q2 2024
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
585
+ 5.12%
$29.6K - $29.7K
12K $609K
Aug 08, 2024 Q2 2024
Prosperity Consulting Group, LLC

BUY
 -
544
+ 5.39%
$27.5K - $27.6K
10.6K $539K
Jul 19, 2024 Q2 2024
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
453
+ 2.9%
$22.9K - $23K
16.1K $814K
Aug 09, 2024 Q2 2024
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
452
+ 7.51%
$22.9K - $22.9K
6.47K $328K
Aug 06, 2024 Q2 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
431
+ 3.32%
$21.8K - $21.9K
13.4K $680K
Jul 12, 2024 Q2 2024
Kwmg, LLC

BUY
 -
425
+ 1.35%
$21.5K - $21.6K
31.8K $1.61M
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
406
New
$20.5K - $20.6K
406 $20.6K
Sep 11, 2024 Q2 2024
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
387
+ 3.2%
$19.6K - $19.6K
12.5K $632K
Jul 10, 2024 Q2 2024
Atwood & Palmer Inc

BUY
 -
313
New
$15.8K - $15.9K
313 $15.9K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
310
New
$15.7K - $15.7K
310 $15.7K
Aug 08, 2024 Q2 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
300
New
$15.2K - $15.2K
300 $15.2K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
283
+ 0.87%
$14.3K - $14.4K
32.8K $1.66M
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
270
New
$13.7K - $13.7K
270 $13.7K
Jul 23, 2024 Q2 2024
Htlf Bank

Denver, CO
BUY
 -
243
+ 3.17%
$12.3K - $12.3K
7.91K $401K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
238
+ 2.22%
$12K - $12.1K
11K $555K
Jul 15, 2024 Q2 2024
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
221
+ 5.22%
$11.2K - $11.2K
4.45K $226K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
175
+ 3.15%
$8.85K - $8.88K
5.73K $290K
Jul 19, 2024 Q2 2024
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
170
+ 2.79%
$8.6K - $8.63K
6.26K $317K
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
157
New
$7.94K - $7.97K
157 $7.96K
Aug 09, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
155
+ 0.45%
$7.84K - $7.87K
34.5K $1.75M
Jul 09, 2024 Q2 2024
Northwest Capital Management Inc

BUY
 -
138
New
$6.98K - $7K
138 $6.99K
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
136
+ 0.87%
$6.88K - $6.9K
15.8K $799K
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 $1.85M
Aug 09, 2024 Q2 2024
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
105
+ 0.87%
$5.31K - $5.33K
12.2K $619K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
84
+ 0.24%
$4.25K - $4.26K
34.6K $1.75M
Aug 02, 2024 Q2 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
66
+ 0.68%
$3.34K - $3.35K
9.8K $497K
Jul 29, 2024 Q2 2024
Blue Chip Partners, Inc.

BUY
 -
60
+ 0.87%
$3.03K - $3.05K
6.96K $353K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
53
+ 0.46%
$2.68K - $2.69K
11.6K $586K
Jul 16, 2024 Q2 2024
Tarbox Family Office, Inc.

BUY
 -
51
+ 0.52%
$2.58K - $2.59K
9.86K $500K
Jul 12, 2024 Q2 2024
Harbor Group, Inc.

BUY
 -
44
+ 0.87%
$2.23K - $2.23K
5.11K $259K
Jul 31, 2024 Q2 2024
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
38
+ 0.88%
$1.92K - $1.93K
4.37K $221K
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
33
+ 0.47%
$1.67K - $1.67K
7.03K $356K
Jul 22, 2024 Q2 2024
Jnba Financial Advisors

BUY
 -
30
+ 0.18%
$1.52K - $1.52K
17.1K $865K

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