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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
303+ 0.49% |
$15.3K - $15.4K
|
62.5K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
300+ 2.97% |
$15.2K - $15.3K
|
10.4K
$531K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
246+ 1.17% |
$12.4K - $12.5K
|
21.2K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
237+ 4.55% |
$12K - $12.1K
|
5.45K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
232New |
$11.7K - $11.8K
|
232
$11.8K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
224+ 20.59% |
$11.3K - $11.4K
|
1.31K
$67K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
142+ 0.71% |
$7.17K - $7.23K
|
20K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
124+ 0.78% |
$6.26K - $6.31K
|
16K
$819K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
122+ 0.76% |
$6.16K - $6.21K
|
16.3K
$831K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
113+ 2.45% |
$5.71K - $5.75K
|
4.73K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
110+ 28.21% |
$5.56K - $5.6K
|
500
$25.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
108+ 0.32% |
$5.46K - $5.5K
|
33.6K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
99+ 60.74% |
$5K - $5.04K
|
262
$13.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
89+ 0.32% |
$4.5K - $4.53K
|
27.6K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
82+ 1.36% |
$4.14K - $4.18K
|
6.13K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
81+ 0.76% |
$4.09K - $4.12K
|
10.7K
$546K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
73+ 0.17% |
$3.69K - $3.72K
|
44K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
47+ 0.18% |
$2.37K - $2.39K
|
25.6K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
40+ 0.76% |
$2.02K - $2.04K
|
5.27K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
38+ 0.77% |
$1.92K - $1.93K
|
4.96K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.77% |
$1.72K - $1.73K
|
4.45K
$227K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30+ 3.55% |
$1.52K - $1.53K
|
876
$44.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
18+ 0.21% |
$909 - $917
|
8.49K
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.21% |
$909 - $917
|
8.7K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18+ 0.76% |
$909 - $917
|
2.4K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14New |
$707 - $713
|
14
$715
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
13+ 0.28% |
$657 - $662
|
4.58K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.75% |
$657 - $662
|
1.75K
$89.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.92% |
$354 - $356
|
771
$39.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.74% |
$303 - $306
|
816
$41.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.04% |
$253 - $255
|
11.2K
$572K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5+ 0.09% |
$253 - $255
|
5.7K
$291K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 1.31% |
$101 - $102
|
155
$7.91K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.95% |
$101 - $102
|
212
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$50.5 - $50.9
|
1
$51.1
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9- 10.98% |
$455 - $458
|
73
$3.73K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-9- 0.02% |
$455 - $458
|
41.4K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19- 0.42% |
$960 - $967
|
4.49K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-19- 3.63% |
$960 - $967
|
504
$25.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-33- 0.67% |
$1.67K - $1.68K
|
4.9K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-33- 0.47% |
$1.67K - $1.68K
|
7.01K
$358K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-39- 0.86% |
$1.97K - $1.99K
|
4.51K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-44- 0.83% |
$2.22K - $2.24K
|
5.27K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-50- 0.49% |
$2.53K - $2.55K
|
10.1K
$518K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 2.05% |
$3.28K - $3.31K
|
3.1K
$158K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-101- 0.45% |
$5.1K - $5.14K
|
22.6K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-119- 0.24% |
$6.01K - $6.06K
|
49.1K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-135- 0.41% |
$6.82K - $6.87K
|
32.6K
$1.66M
|