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 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.85K- 7.19% |
$396K - $399K
|
101K
$5.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-7.86K- 24.56% |
$397K - $400K
|
24.2K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.88K- 56.47% |
$398K - $401K
|
6.07K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-7.94K- 14.75% |
$401K - $404K
|
45.9K
$2.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-8.28K- 20.25% |
$418K - $422K
|
32.6K
$1.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-8.3K- 15.63% |
$419K - $423K
|
44.8K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.6K- 15.35% |
$434K - $438K
|
47.4K
$2.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-8.98K- 15.96% |
$454K - $457K
|
47.3K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-9.13K- 7.47% |
$461K - $465K
|
113K
$5.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-9.74K- 34.6% |
$492K - $496K
|
18.4K
$940K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.98K- 54.0% |
$504K - $508K
|
8.5K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 2.41% |
$531K - $535K
|
426K
$21.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 44.04% |
$538K - $543K
|
13.5K
$691K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-12.3K- 7.83% |
$620K - $625K
|
144K
$7.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 45.23% |
$739K - $745K
|
17.7K
$905K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-16.4K- 89.64% |
$828K - $834K
|
1.9K
$96.7K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.6K- 51.26% |
$890K - $897K
|
16.7K
$855K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19.1K- 14.57% |
$963K - $971K
|
112K
$5.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-19.4K- 76.39% |
$978K - $985K
|
5.98K
$305K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.5K- 2.78% |
$1.29M - $1.3M
|
893K
$45.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30.9K- 56.84% |
$1.56M - $1.57M
|
23.5K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.9K- 14.36% |
$1.81M - $1.83M
|
214K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-37.1K- 15.85% |
$1.88M - $1.89M
|
197K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-41.1K- 10.38% |
$2.08M - $2.09M
|
355K
$18.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-41.9K- 36.4% |
$2.12M - $2.13M
|
73.2K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-43.5K- 9.05% |
$2.2M - $2.22M
|
438K
$22.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-47.5K- 33.12% |
$2.4M - $2.42M
|
95.9K
$4.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.2K- 9.0% |
$2.48M - $2.5M
|
497K
$25.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-63.8K- 58.78% |
$3.22M - $3.25M
|
44.7K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-70.6K- 51.89% |
$3.56M - $3.59M
|
65.4K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-88.5K- 9.81% |
$4.47M - $4.51M
|
814K
$41.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-95.4K- 80.41% |
$4.82M - $4.86M
|
23.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-97.1K- 31.29% |
$4.91M - $4.95M
|
213K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-131K- 63.71% |
$6.62M - $6.67M
|
74.6K
$3.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-160K- 27.37% |
$8.1M - $8.16M
|
425K
$21.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-191K- 78.36% |
$9.64M - $9.72M
|
52.7K
$2.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-195K- 43.87% |
$9.83M - $9.91M
|
249K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-238K- 48.61% |
$12M - $12.1M
|
252K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-246K- 51.79% |
$12.5M - $12.6M
|
229K
$11.7M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-269K- 41.84% |
$13.6M - $13.7M
|
374K
$19.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-269K- 41.84% |
$13.6M - $13.7M
|
374K
$19.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-356K- 34.38% |
$18M - $18.2M
|
680K
$34.7M
|