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 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.77KNew |
$342K - $345K
|
6.77K
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.67K+ 119.63% |
$337K - $339K
|
12.2K
$624K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.55K+ 70.85% |
$331K - $333K
|
15.8K
$805K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.48K+ 54.82% |
$327K - $330K
|
18.3K
$932K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
6.4KNew |
$323K - $326K
|
6.4K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
6.33K+ 59.31% |
$320K - $322K
|
17K
$866K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
6.19K+ 1.02% |
$313K - $315K
|
613K
$31.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.08KNew |
$307K - $310K
|
6.08K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.07KNew |
$307K - $309K
|
6.07K
$309K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
6.05K+ 81.93% |
$305K - $308K
|
13.4K
$684K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5.94K+ 12.08% |
$300K - $302K
|
55.1K
$2.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
5.92K+ 13.82% |
$299K - $302K
|
48.8K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.9KNew |
$298K - $300K
|
5.9K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.89K+ 11.11% |
$298K - $300K
|
58.9K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.56K+ 41.99% |
$281K - $283K
|
18.8K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.43K+ 10.65% |
$275K - $277K
|
56.4K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.09KNew |
$257K - $259K
|
5.09K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.94K+ 31.12% |
$250K - $252K
|
20.8K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
4.94K+ 32.83% |
$249K - $251K
|
20K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.92KNew |
$249K - $251K
|
4.92K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.85K+ 60.62% |
$245K - $247K
|
12.9K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.85K+ 323.33% |
$245K - $247K
|
6.35K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.7K+ 103.23% |
$237K - $239K
|
9.25K
$471K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$229K - $230K
|
4.52K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.48K+ 11.5% |
$226K - $228K
|
43.4K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
4.26KNew |
$215K - $217K
|
4.26K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4K+ 80.0% |
$202K - $204K
|
9K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 21.42% |
$201K - $202K
|
22.5K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.93KNew |
$199K - $200K
|
3.93K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.91K+ 47.5% |
$197K - $199K
|
12.1K
$618K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.83K+ 1.57% |
$194K - $195K
|
248K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.82K+ 15.19% |
$193K - $194K
|
28.9K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.78K+ 8.4% |
$191K - $192K
|
48.7K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.34K+ 0.62% |
$169K - $170K
|
542K
$27.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.32K+ 35.36% |
$168K - $169K
|
12.7K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.29K+ 21.45% |
$166K - $168K
|
18.6K
$950K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.06K+ 6.57% |
$155K - $156K
|
49.7K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
3K+ 30.51% |
$152K - $153K
|
12.8K
$655K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3K+ 10.26% |
$152K - $153K
|
32.2K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.99K+ 5.38% |
$151K - $152K
|
58.7K
$2.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.87K+ 9.79% |
$145K - $146K
|
32.2K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.82K+ 4.06% |
$142K - $144K
|
72.3K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.71K+ 14.09% |
$137K - $138K
|
21.9K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.56K+ 30.63% |
$129K - $131K
|
10.9K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.5K+ 18.93% |
$126K - $127K
|
15.7K
$800K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.44K+ 6.98% |
$123K - $124K
|
37.4K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.4K+ 0.97% |
$121K - $122K
|
251K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.26K+ 47.04% |
$114K - $115K
|
7.07K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.12K+ 26.47% |
$107K - $108K
|
10.1K
$517K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.08KNew |
$105K - $106K
|
2.08K
$106K
|