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 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.8K- 14.67% |
$91K - $91.8K
|
10.5K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.88K- 1.85% |
$94.9K - $95.6K
|
99.7K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.93K- 4.26% |
$97.5K - $98.3K
|
43.4K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.93K- 20.29% |
$97.6K - $98.3K
|
7.59K
$387K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.14K- 6.62% |
$108K - $109K
|
30.2K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.2K- 19.78% |
$111K - $112K
|
8.91K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.2K- 2.07% |
$111K - $112K
|
104K
$5.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 1.38% |
$115K - $115K
|
162K
$8.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.41K- 21.3% |
$122K - $122K
|
8.89K
$454K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.51K- 3.92% |
$127K - $128K
|
61.6K
$3.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.81K- 5.44% |
$142K - $143K
|
48.9K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.99K- 54.79% |
$151K - $152K
|
2.47K
$126K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.16K- 22.57% |
$160K - $161K
|
10.8K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.16K- 4.34% |
$160K - $161K
|
69.7K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-3.19K- 39.64% |
$161K - $163K
|
4.86K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3.34K- 4.39% |
$169K - $170K
|
72.7K
$3.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 2.81% |
$174K - $176K
|
119K
$6.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3.49K- 10.68% |
$176K - $178K
|
29.2K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.53K- 0.59% |
$178K - $179K
|
592K
$30.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.59K- 23.91% |
$181K - $183K
|
11.4K
$583K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.74K- 1.93% |
$189K - $190K
|
190K
$9.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.75K- 5.97% |
$190K - $191K
|
59.1K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.8K- 4.52% |
$192K - $193K
|
80.3K
$4.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.89K- 6.59% |
$196K - $198K
|
55.1K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-3.9K- 12.67% |
$197K - $199K
|
26.9K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.97K- 24.9% |
$200K - $202K
|
12K
$611K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-4K- 26.76% |
$202K - $204K
|
10.9K
$559K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-4.16K- 4.95% |
$210K - $212K
|
79.9K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.22K- 12.47% |
$213K - $215K
|
29.7K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.52K- 24.61% |
$228K - $230K
|
13.8K
$707K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.64K- 11.13% |
$234K - $236K
|
37K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-4.7K- 23.86% |
$237K - $239K
|
15K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.7K- 11.83% |
$237K - $239K
|
35K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-4.9K- 24.45% |
$248K - $250K
|
15.1K
$773K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-5K- 49.13% |
$252K - $254K
|
5.17K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.07K- 4.83% |
$256K - $258K
|
99.9K
$5.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.32K- 3.36% |
$269K - $271K
|
153K
$7.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.37K- 11.29% |
$271K - $273K
|
42.2K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.37K- 14.94% |
$271K - $274K
|
30.6K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-5.71K- 21.76% |
$289K - $291K
|
20.5K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-5.75K- 6.46% |
$291K - $293K
|
83.3K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.79K- 11.56% |
$292K - $295K
|
44.3K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-6.55K- 31.45% |
$331K - $333K
|
14.3K
$728K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.59K- 19.06% |
$333K - $336K
|
28K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.7K- 1.05% |
$338K - $341K
|
633K
$32.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-6.94K- 18.71% |
$351K - $354K
|
30.2K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.32K- 22.74% |
$370K - $373K
|
24.9K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-7.62K- 11.04% |
$385K - $388K
|
61.5K
$3.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.7K- 1.9% |
$389K - $392K
|
397K
$20.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-7.77K- 12.98% |
$393K - $396K
|
52.1K
$2.66M
|