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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.39K- 31.26% |
$275K - $276K
|
11.9K
$603K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.42K- 8.25% |
$277K - $277K
|
60.3K
$3.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.47K- 80.93% |
$279K - $279K
|
1.29K
$65.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.41K- 99.94% |
$327K - $327K
|
4
$203
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.61K- 31.51% |
$337K - $338K
|
14.4K
$730K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.74K- 7.02% |
$344K - $345K
|
89.3K
$4.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.18K- 34.97% |
$367K - $367K
|
13.4K
$679K
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.28K- 30.51% |
$371K - $372K
|
16.6K
$842K
|
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-8.29K- 7.63% |
$423K - $424K
|
100K
$5.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-9.7KClosed |
$495K - $495K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.79K- 4.26% |
$500K - $500K
|
220K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-10.9K- 19.77% |
$558K - $559K
|
44.4K
$2.26M
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-11.2K- 26.68% |
$572K - $573K
|
30.8K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.4K- 21.39% |
$582K - $583K
|
42K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$601K - $601K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
SELL
|
- |
-12.1K- 11.88% |
$620K - $621K
|
90.1K
$4.58M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-17.1K- 55.22% |
$875K - $876K
|
13.9K
$706K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-23.1K- 53.03% |
$1.18M - $1.18M
|
20.5K
$1.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.9K- 15.49% |
$1.22M - $1.22M
|
130K
$6.63M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.1K- 35.38% |
$1.28M - $1.28M
|
45.8K
$2.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-27.6K- 12.27% |
$1.41M - $1.41M
|
198K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.9K- 5.03% |
$1.47M - $1.48M
|
545K
$27.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-34K- 15.15% |
$1.73M - $1.74M
|
190K
$9.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-34.8K- 15.47% |
$1.78M - $1.78M
|
190K
$9.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-47.8K- 26.9% |
$2.44M - $2.44M
|
130K
$6.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-50.9KClosed |
$2.6M - $2.6M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-54.8K- 18.47% |
$2.8M - $2.8M
|
242K
$12.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-58.9K- 92.04% |
$3.01M - $3.01M
|
5.09K
$259K
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-62.8K- 16.71% |
$3.2M - $3.21M
|
313K
$15.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-78.6KClosed |
$4.01M - $4.02M
|
0
$0
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-84.6K- 72.1% |
$4.32M - $4.33M
|
32.8K
$1.66M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-239K- 46.98% |
$12.2M - $12.2M
|
269K
$13.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-837K- 93.97% |
$42.7M - $42.7M
|
53.6K
$2.73M
|