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 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.9K- 9.3% |
$96.1K - $96.4K
|
18.5K
$939K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.94K- 2.58% |
$98K - $98.4K
|
73.1K
$3.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.96K- 3.43% |
$98.9K - $99.2K
|
55.1K
$2.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.99K- 29.34% |
$101K - $101K
|
4.8K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 6.61% |
$101K - $102K
|
28.3K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.13K- 28.29% |
$108K - $108K
|
5.39K
$273K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.13K- 20.71% |
$108K - $108K
|
8.15K
$413K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.21K- 10.18% |
$112K - $112K
|
19.4K
$985K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.32K- 4.44% |
$117K - $118K
|
49.8K
$2.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.42K- 17.19% |
$123K - $123K
|
11.7K
$592K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.53K- 8.4% |
$128K - $128K
|
27.6K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.72K- 2.44% |
$138K - $138K
|
109K
$5.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.77K- 4.52% |
$140K - $140K
|
58.5K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.78K- 0.54% |
$141K - $141K
|
509K
$25.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 24.01% |
$143K - $144K
|
8.96K
$454K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.91K- 4.51% |
$147K - $148K
|
61.6K
$3.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.96K- 3.7% |
$150K - $150K
|
77K
$3.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3K- 33.19% |
$152K - $152K
|
6.04K
$306K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-3.04K- 14.23% |
$153K - $154K
|
18.3K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.21K- 8.53% |
$162K - $163K
|
34.5K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.3K- 29.71% |
$167K - $167K
|
7.8K
$395K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.43K- 37.99% |
$173K - $174K
|
5.59K
$283K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.71K- 45.5% |
$188K - $188K
|
4.44K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.71K- 5.96% |
$188K - $188K
|
58.5K
$2.97M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.79K- 1.98% |
$191K - $192K
|
187K
$9.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.87K- 3.07% |
$196K - $196K
|
122K
$6.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 30.1% |
$199K - $200K
|
9.15K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.01K- 21.83% |
$203K - $204K
|
14.4K
$728K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.06K- 9.76% |
$205K - $206K
|
37.5K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.12KClosed |
$208K - $209K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.24K- 2.71% |
$214K - $215K
|
152K
$7.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.24KClosed |
$214K - $215K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.29K- 9.3% |
$217K - $218K
|
41.9K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.33K- 44.11% |
$219K - $220K
|
5.49K
$278K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-4.4K- 27.16% |
$223K - $223K
|
11.8K
$598K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.48K- 8.94% |
$227K - $227K
|
45.7K
$2.31M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-4.81K- 15.45% |
$243K - $244K
|
26.3K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-4.83K- 8.7% |
$244K - $245K
|
50.7K
$2.57M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-4.9K- 16.18% |
$248K - $249K
|
25.4K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.03K- 1.31% |
$254K - $255K
|
378K
$19.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.38K- 32.72% |
$272K - $273K
|
11.1K
$560K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.38K- 70.53% |
$272K - $273K
|
2.25K
$114K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.4K- 44.26% |
$273K - $274K
|
6.8K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.8K- 92.67% |
$293K - $295K
|
459
$23.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-6.07K- 50.12% |
$307K - $308K
|
6.04K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-6.15K- 1.13% |
$311K - $312K
|
537K
$27.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6.15K- 18.42% |
$311K - $312K
|
27.2K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.5K- 35.79% |
$329K - $330K
|
11.7K
$591K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.92K- 26.77% |
$350K - $351K
|
18.9K
$960K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-7.31K- 32.68% |
$370K - $371K
|
15.1K
$763K
|