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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.2K+ 13.85% |
$2.03M - $2.05M
|
331K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.5K+ 13.53% |
$1.99M - $2.01M
|
331K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
38KNew |
$1.92M - $1.94M
|
38K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
36K+ 355.29% |
$1.82M - $1.83M
|
46.1K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
35.3KNew |
$1.79M - $1.8M
|
35.3K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
34.8K+ 17.92% |
$1.76M - $1.77M
|
229K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
34.2K+ 32.62% |
$1.73M - $1.74M
|
139K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34K+ 15.44% |
$1.72M - $1.73M
|
254K
$13M
|
|
|
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
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.8K+ 228.27% |
$1.61M - $1.62M
|
45.8K
$2.33M
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31.1K+ 16.74% |
$1.57M - $1.58M
|
217K
$11.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.7K+ 299.52% |
$1.55M - $1.56M
|
40.9K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
30.1K+ 519.36% |
$1.52M - $1.53M
|
35.9K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29.6K+ 137.28% |
$1.5M - $1.51M
|
51.2K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
29.6KNew |
$1.49M - $1.51M
|
29.6K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29.2KNew |
$1.47M - $1.49M
|
29.2K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
29K+ 49.08% |
$1.46M - $1.48M
|
88K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28.7K+ 109.28% |
$1.45M - $1.46M
|
54.9K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
28K+ 69.54% |
$1.42M - $1.43M
|
68.3K
$3.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.6K+ 43.4% |
$1.4M - $1.41M
|
91.3K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
26.5K+ 137.34% |
$1.34M - $1.35M
|
45.8K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.3K+ 236.21% |
$1.33M - $1.34M
|
37.4K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
25.8K+ 15.27% |
$1.3M - $1.31M
|
195K
$9.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.4K+ 103.19% |
$1.29M - $1.3M
|
50.1K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25.3KNew |
$1.28M - $1.29M
|
25.3K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 5.8% |
$1.27M - $1.28M
|
458K
$23.3M
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
23.2K+ 56.86% |
$1.17M - $1.18M
|
64K
$3.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
22.1K+ 25.33% |
$1.12M - $1.13M
|
109K
$5.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5KNew |
$1.09M - $1.1M
|
21.5K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.4K+ 45.2% |
$1.08M - $1.09M
|
68.7K
$3.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
20.4K+ 459.77% |
$1.03M - $1.04M
|
24.9K
$1.27M
|
|
|
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 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
19.2K+ 15.67% |
$968K - $976K
|
141K
$7.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
18.9K+ 8.55% |
$953K - $960K
|
239K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18.5K+ 16.21% |
$936K - $944K
|
133K
$6.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
18.4K+ 17.48% |
$930K - $938K
|
124K
$6.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 139.83% |
$881K - $888K
|
29.9K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.1K+ 18.71% |
$862K - $869K
|
108K
$5.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.9K+ 10.77% |
$852K - $859K
|
173K
$8.84M
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16K+ 60.71% |
$809K - $816K
|
42.4K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 64.61% |
$800K - $806K
|
40.3K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.6K+ 14.45% |
$787K - $793K
|
123K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.3K+ 69.36% |
$771K - $777K
|
37.3K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15.2K+ 73.79% |
$766K - $772K
|
35.7K
$1.82M
|