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 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.02K+ 11.94% |
$102K - $103K
|
18.9K
$964K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.01K+ 1.11% |
$102K - $103K
|
183K
$9.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2K+ 20.44% |
$101K - $102K
|
11.8K
$601K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.98K+ 37.33% |
$100K - $101K
|
7.28K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 12.98% |
$99.8K - $101K
|
17.2K
$877K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.98KNew |
$99.8K - $101K
|
1.98K
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.98K+ 10.32% |
$99.8K - $101K
|
21.1K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.97K+ 11.64% |
$99.6K - $100K
|
18.9K
$964K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.9K+ 14.83% |
$95.9K - $96.6K
|
14.7K
$749K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.83K+ 28.48% |
$92.3K - $93K
|
8.24K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.76KNew |
$89K - $89.7K
|
1.76K
$89.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.67K+ 36.31% |
$84.3K - $85K
|
6.27K
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 12.33% |
$74K - $74.6K
|
13.3K
$680K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.44K+ 2.34% |
$72.7K - $73.3K
|
63.1K
$3.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 21.06% |
$71.2K - $71.7K
|
8.1K
$413K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 20.28% |
$69.8K - $70.3K
|
8.19K
$417K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 7.46% |
$66.4K - $67K
|
18.9K
$965K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.3K+ 66.36% |
$65.7K - $66.2K
|
3.26K
$166K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.26K+ 8.48% |
$63.6K - $64.1K
|
16.1K
$821K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.22K+ 8.71% |
$61.7K - $62.2K
|
15.2K
$777K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.19K+ 2.44% |
$60.3K - $60.8K
|
50.1K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.18K+ 2.97% |
$59.6K - $60.1K
|
40.9K
$2.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.14K+ 9.61% |
$57.4K - $57.9K
|
13K
$661K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.1K+ 6.83% |
$55.6K - $56K
|
17.2K
$876K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
999+ 12.43% |
$50.5K - $50.9K
|
9.04K
$460K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
952+ 7.47% |
$48.1K - $48.5K
|
13.7K
$698K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
929+ 1.95% |
$46.9K - $47.3K
|
48.5K
$2.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
929+ 11.79% |
$46.9K - $47.3K
|
8.81K
$449K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
903New |
$45.6K - $46K
|
903
$46K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
866+ 1.31% |
$43.8K - $44.1K
|
67.1K
$3.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
834New |
$42.1K - $42.5K
|
834
$42.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
801New |
$40.5K - $40.8K
|
801
$40.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
794+ 5.95% |
$40.1K - $40.4K
|
14.1K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
792+ 1.57% |
$40K - $40.3K
|
51.1K
$2.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
744+ 4.68% |
$37.6K - $37.9K
|
16.6K
$848K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
727+ 9.02% |
$36.7K - $37K
|
8.78K
$448K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
702+ 7.44% |
$35.5K - $35.7K
|
10.1K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
661+ 4.21% |
$33.4K - $33.7K
|
16.4K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
638+ 7.59% |
$32.2K - $32.5K
|
9.04K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
617+ 13.06% |
$31.2K - $31.4K
|
5.34K
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
615+ 5.78% |
$31.1K - $31.3K
|
11.3K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
503+ 0.39% |
$25.4K - $25.6K
|
131K
$6.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
500+ 9.43% |
$25.3K - $25.5K
|
5.8K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
500+ 5.57% |
$25.3K - $25.5K
|
9.48K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
453+ 1.57% |
$22.9K - $23.1K
|
29.2K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
435+ 2.49% |
$22K - $22.2K
|
17.9K
$912K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
430+ 1.71% |
$21.7K - $21.9K
|
25.5K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
414+ 414.0% |
$20.9K - $21.1K
|
514
$26.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
386+ 4.41% |
$19.5K - $19.7K
|
9.14K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
360+ 1.04% |
$18.2K - $18.3K
|
35K
$1.78M
|