Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.7K+ 53.04% |
$1.21M - $1.21M
|
68.5K
$3.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
22.4K+ 79.67% |
$1.14M - $1.14M
|
50.5K
$2.56M
|
|
|
Oct 01, 2021
Q3 2021
|
Sam Advisors, LLC
|
BUY
|
- |
22.2KNew |
$1.13M - $1.13M
|
22.2K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
21.3KNew |
$1.09M - $1.09M
|
21.3K
$1.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.8K+ 48.93% |
$1.06M - $1.06M
|
63.3K
$3.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
20.1K+ 35.98% |
$1.03M - $1.03M
|
76K
$3.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.5KNew |
$993K - $994K
|
19.5K
$987K
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
19K+ 69.0% |
$970K - $972K
|
46.6K
$2.36M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
18K+ 55.35% |
$918K - $920K
|
50.5K
$2.56M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.7K+ 441.5% |
$901K - $902K
|
21.7K
$1.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
17.6KNew |
$899K - $901K
|
17.6K
$894K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 190.16% |
$841K - $842K
|
25.2K
$1.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.8KNew |
$805K - $806K
|
15.8K
$800K
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
14.1K+ 128.25% |
$717K - $718K
|
25K
$1.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.9K+ 10.92% |
$711K - $712K
|
142K
$7.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
13.3K+ 7.16% |
$677K - $678K
|
198K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
13K+ 14.7% |
$664K - $665K
|
101K
$5.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
12.8K+ 311.8% |
$654K - $655K
|
16.9K
$858K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.6KNew |
$642K - $643K
|
12.6K
$639K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 48.11% |
$633K - $634K
|
38.2K
$1.94M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11.8K+ 7.44% |
$603K - $604K
|
171K
$8.65M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.5K+ 51.77% |
$589K - $589K
|
33.8K
$1.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
11.5K+ 11.35% |
$586K - $587K
|
113K
$5.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
11.1KNew |
$567K - $568K
|
11.1K
$563K
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
10.7K+ 95.3% |
$548K - $549K
|
22K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.7KNew |
$544K - $545K
|
10.7K
$541K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 33.83% |
$535K - $536K
|
41.5K
$2.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Management Corp
|
BUY
|
- |
10.2K+ 7.8% |
$520K - $521K
|
141K
$7.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
10K+ 32.34% |
$512K - $513K
|
41.1K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10K+ 5.57% |
$512K - $513K
|
190K
$9.65M
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
9.78KNew |
$499K - $500K
|
9.78K
$496K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.19K+ 18.08% |
$469K - $469K
|
60K
$3.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.6KNew |
$439K - $440K
|
8.6K
$436K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.29K+ 828500.0% |
$423K - $423K
|
8.29K
$420K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.19KNew |
$418K - $419K
|
8.19K
$415K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.83KNew |
$400K - $400K
|
7.83K
$397K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.43KNew |
$379K - $380K
|
7.43K
$377K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.43K+ 8.93% |
$379K - $380K
|
90.6K
$4.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.15K+ 11.52% |
$365K - $365K
|
69.2K
$3.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
6.92K+ 13.96% |
$353K - $354K
|
56.5K
$2.87M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.67KNew |
$341K - $341K
|
6.67K
$339K
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
6.67K+ 24.69% |
$340K - $341K
|
33.7K
$1.71M
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
BUY
|
- |
6.67KNew |
$340K - $341K
|
6.67K
$338K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.36K+ 7.03% |
$325K - $325K
|
96.9K
$4.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
6.1KNew |
$311K - $311K
|
6.1K
$309K
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$306K - $307K
|
6K
$304K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.93K+ 9.46% |
$303K - $303K
|
68.6K
$3.48M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.87KNew |
$300K - $300K
|
5.87K
$298K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.8KNew |
$296K - $296K
|
5.8K
$294K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.65K+ 6.18% |
$288K - $289K
|
97K
$4.92M
|