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 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-154- 0.96% |
$7.78K - $7.84K
|
16K
$815K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-155- 1.39% |
$7.83K - $7.89K
|
11K
$561K
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-168- 2.69% |
$8.49K - $8.55K
|
6.08K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-190- 1.66% |
$9.6K - $9.67K
|
11.3K
$574K
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-261- 1.53% |
$13.2K - $13.3K
|
16.8K
$857K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-277- 2.16% |
$14K - $14.1K
|
12.6K
$641K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-297- 2.68% |
$15K - $15.1K
|
10.8K
$550K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-319- 51.7% |
$16.1K - $16.2K
|
298
$15.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-342- 2.34% |
$17.3K - $17.4K
|
14.3K
$728K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-377- 8.18% |
$19K - $19.2K
|
4.23K
$216K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-397- 2.21% |
$20.1K - $20.2K
|
17.6K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-416- 1.79% |
$21K - $21.2K
|
22.8K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-463- 0.67% |
$23.4K - $23.6K
|
68.7K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-470- 1.07% |
$23.7K - $23.9K
|
43.3K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-482- 0.05% |
$24.4K - $24.5K
|
1.02M
$51.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-500- 3.63% |
$25.3K - $25.5K
|
13.3K
$678K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-501- 49.85% |
$25.3K - $25.5K
|
504
$25.7K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-516- 1.92% |
$26.1K - $26.3K
|
26.4K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-561- 4.77% |
$28.3K - $28.6K
|
11.2K
$571K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-620- 7.42% |
$31.3K - $31.6K
|
7.74K
$395K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-642- 0.64% |
$32.4K - $32.7K
|
99.2K
$5.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-692- 5.61% |
$35K - $35.2K
|
11.6K
$594K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-835- 5.6% |
$42.2K - $42.5K
|
14.1K
$719K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-869- 5.06% |
$43.9K - $44.2K
|
16.3K
$833K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-869- 13.03% |
$43.9K - $44.2K
|
5.8K
$296K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-878- 9.17% |
$44.4K - $44.7K
|
8.7K
$444K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-884- 9.56% |
$44.7K - $45K
|
8.37K
$427K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-900- 0.86% |
$45.5K - $45.8K
|
103K
$5.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-933- 4.9% |
$47.1K - $47.5K
|
18.1K
$925K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-936- 13.56% |
$47.3K - $47.7K
|
5.97K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-940- 11.84% |
$47.5K - $47.9K
|
7K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-964- 7.01% |
$48.7K - $49.1K
|
12.8K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-975- 4.93% |
$49.3K - $49.6K
|
18.8K
$961K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1K- 96.43% |
$50.5K - $50.9K
|
37
$1.89K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1K- 19.23% |
$50.5K - $50.9K
|
4.2K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 3.08% |
$52.7K - $53.2K
|
32.8K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.07K- 4.94% |
$54.2K - $54.6K
|
20.6K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.08K- 19.24% |
$54.5K - $54.9K
|
4.53K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.17K- 3.24% |
$59.3K - $59.7K
|
35.1K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.18K- 13.68% |
$59.5K - $60K
|
7.43K
$379K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.19K- 19.14% |
$60K - $60.5K
|
5.02K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-1.24K- 21.05% |
$62.7K - $63.2K
|
4.66K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.26K- 5.58% |
$63.4K - $63.9K
|
21.2K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
SELL
|
- |
-1.34K- 3.23% |
$67.8K - $68.3K
|
40.2K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.48K- 4.94% |
$74.8K - $75.4K
|
28.5K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.54K- 1.79% |
$77.9K - $78.5K
|
84.8K
$4.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.6K- 5.25% |
$80.8K - $81.5K
|
28.9K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.61K- 2.36% |
$81.2K - $81.8K
|
66.3K
$3.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.65K- 1.49% |
$83.4K - $84K
|
109K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.71K- 1.63% |
$86.2K - $86.9K
|
103K
$5.24M
|