Purchases and Sales Made in Q3 2022 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 2022. 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 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18.7K+ 79.02% |
$940K - $948K
|
42.4K
$2.15M
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
16.2K+ 60.3% |
$813K - $820K
|
43K
$2.18M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.9K+ 67.15% |
$799K - $806K
|
39.6K
$2.01M
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
15.9K+ 90.95% |
$797K - $804K
|
33.3K
$1.69M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
15.3K+ 4.37% |
$767K - $774K
|
365K
$18.5M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
14.7KNew |
$740K - $747K
|
14.7K
$748K
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
14.3K+ 134.21% |
$720K - $726K
|
25K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.8KNew |
$692K - $699K
|
13.8K
$700K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 2.45% |
$646K - $653K
|
539K
$27.4M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9KNew |
$597K - $603K
|
11.9K
$603K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
11.8KNew |
$590K - $596K
|
11.8K
$597K
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
11.8KNew |
$590K - $596K
|
11.8K
$597K
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$566K - $571K
|
11.3K
$572K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.7K+ 111.1% |
$540K - $545K
|
20.4K
$1.04M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.6K+ 36.2% |
$534K - $539K
|
40K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 92.53% |
$530K - $535K
|
22K
$1.11M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.5KNew |
$526K - $531K
|
10.5K
$532K
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10.3K+ 8.86% |
$518K - $523K
|
127K
$6.44M
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$507K - $512K
|
10.1K
$512K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.81K+ 116.5% |
$493K - $497K
|
18.2K
$925K
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.75K+ 14.01% |
$490K - $495K
|
79.3K
$4.03M
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.55K+ 26.08% |
$480K - $484K
|
46.2K
$2.34M
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8.87KNew |
$445K - $450K
|
8.87K
$450K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.41KNew |
$423K - $427K
|
8.41K
$427K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
8.36K+ 1.2% |
$420K - $424K
|
708K
$35.9M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.06K+ 9.44% |
$405K - $409K
|
93.4K
$4.74M
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
7.06KNew |
$355K - $358K
|
7.06K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.96K+ 2.38% |
$350K - $353K
|
299K
$15.2M
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
6.96K+ 35.28% |
$350K - $353K
|
26.7K
$1.35M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
6.95K+ 6.24% |
$349K - $353K
|
118K
$6.01M
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.49KNew |
$326K - $329K
|
6.49K
$330K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.45KNew |
$324K - $327K
|
6.45K
$327K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
6.44K+ 3.73% |
$324K - $327K
|
179K
$9.08M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
6.22K+ 68.2% |
$313K - $316K
|
15.3K
$779K
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.16KNew |
$310K - $313K
|
6.16K
$313K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.06KNew |
$305K - $307K
|
6.06K
$308K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6KNew |
$301K - $304K
|
6K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.99KNew |
$301K - $304K
|
5.99K
$304K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.95K+ 75.32% |
$299K - $302K
|
13.9K
$703K
|
|
Nov 04, 2022
Q3 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
5.88KNew |
$295K - $298K
|
5.88K
$298K
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
5.47K+ 2.91% |
$275K - $277K
|
193K
$9.82M
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.41K+ 15.4% |
$272K - $274K
|
40.5K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$271K - $273K
|
5.39K
$274K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.37K+ 84.18% |
$270K - $272K
|
11.7K
$596K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.44KNew |
$223K - $225K
|
4.44K
$225K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.41K+ 0.89% |
$221K - $223K
|
501K
$25.4M
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
4.38KNew |
$220K - $222K
|
4.38K
$222K
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.34KNew |
$218K - $220K
|
4.34K
$220K
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.22K+ 0.87% |
$212K - $214K
|
490K
$24.9M
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.16K+ 11.07% |
$209K - $211K
|
41.8K
$2.12M
|