Purchases and Sales Made in Q2 2025 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 2025. 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 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.09MNew |
$55.1M - $55.5M
|
1.09M
$55.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
479K+ 158.05% |
$24.2M - $24.4M
|
783K
$39.9M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
261K+ 688.82% |
$13.2M - $13.3M
|
299K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
88.2KNew |
$4.46M - $4.49M
|
88.2K
$4.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
83K+ 56.42% |
$4.19M - $4.23M
|
230K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
82K+ 9.97% |
$4.14M - $4.17M
|
904K
$46.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
67.3K+ 16.1% |
$3.4M - $3.43M
|
485K
$24.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
55.6K+ 75.34% |
$2.81M - $2.83M
|
130K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53K+ 83.91% |
$2.68M - $2.7M
|
116K
$5.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
52.1K+ 10.9% |
$2.63M - $2.65M
|
530K
$27M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
47.1K+ 95.68% |
$2.38M - $2.4M
|
96.4K
$4.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
45.6K+ 70.5% |
$2.3M - $2.32M
|
110K
$5.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
41K+ 98.11% |
$2.07M - $2.09M
|
82.7K
$4.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
34.2K+ 32.62% |
$1.73M - $1.74M
|
139K
$7.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 191.16% |
$1.68M - $1.69M
|
50.5K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
31.6K+ 23.77% |
$1.59M - $1.61M
|
164K
$8.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
31.2K+ 101.56% |
$1.58M - $1.59M
|
61.9K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30.1K+ 519.36% |
$1.52M - $1.53M
|
35.9K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29.2KNew |
$1.47M - $1.49M
|
29.2K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
28K+ 69.54% |
$1.42M - $1.43M
|
68.3K
$3.48M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25.3KNew |
$1.28M - $1.29M
|
25.3K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
24.7K+ 120.05% |
$1.25M - $1.26M
|
45.3K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 6.51% |
$1.22M - $1.23M
|
396K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
22.1K+ 25.33% |
$1.12M - $1.13M
|
109K
$5.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.8K+ 145.76% |
$1M - $1.01M
|
33.4K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
18.4K+ 17.48% |
$930K - $938K
|
124K
$6.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 143.22% |
$833K - $840K
|
28K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
16.5K+ 88.09% |
$833K - $840K
|
35.2K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15.2K+ 73.79% |
$766K - $772K
|
35.7K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14.9K+ 90.7% |
$753K - $759K
|
31.4K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14.6K+ 11.58% |
$736K - $741K
|
140K
$7.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
14.1K+ 19.87% |
$710K - $716K
|
84.8K
$4.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
13.1K+ 6.29% |
$660K - $665K
|
221K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
12.7K+ 16.75% |
$639K - $644K
|
88.2K
$4.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12K+ 27.47% |
$608K - $612K
|
55.8K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
11.6K+ 123.3% |
$584K - $589K
|
20.9K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
11K+ 10.05% |
$555K - $560K
|
120K
$6.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10.9K+ 59.89% |
$552K - $557K
|
29.2K
$1.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
10.8KNew |
$546K - $550K
|
10.8K
$550K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10.5K+ 11.58% |
$530K - $535K
|
101K
$5.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.55KNew |
$482K - $486K
|
9.55K
$486K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.52K+ 13.23% |
$481K - $485K
|
81.5K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
9.37K+ 166.38% |
$473K - $477K
|
15K
$764K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.22K+ 12.47% |
$466K - $470K
|
83.2K
$4.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
8.31K+ 8.17% |
$420K - $423K
|
110K
$5.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 158.76% |
$418K - $421K
|
13.5K
$687K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
8.05KNew |
$407K - $410K
|
8.05K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.78KNew |
$393K - $396K
|
7.78K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.75K+ 16.86% |
$391K - $394K
|
53.7K
$2.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.49K+ 1.45% |
$378K - $381K
|
524K
$26.7M
|