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 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
166+ 0.99% |
$8.34K - $8.42K
|
16.9K
$859K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
100+ 15.5% |
$5.03K - $5.07K
|
745
$37.8K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
78+ 1.65% |
$3.92K - $3.96K
|
4.8K
$244K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
70New |
$3.52K - $3.55K
|
70
$3.55K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 0.5% |
$1.01K - $1.01K
|
4.05K
$206K
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
18+ 0.21% |
$905 - $913
|
8.45K
$429K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
16+ 0.08% |
$804 - $812
|
20.8K
$1.06M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$302 - $304
|
4.2K
$213K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.03% |
$201 - $203
|
12.2K
$619K
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$101 - $101
|
5.45K
$277K
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$101 - $101
|
12K
$607K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.01% |
$50.3 - $50.7
|
19.4K
$986K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 46.88% |
$754 - $761
|
17
$863
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-34- 0.11% |
$1.71K - $1.72K
|
30K
$1.52M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-38- 0.9% |
$1.91K - $1.93K
|
4.18K
$212K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-38- 2.23% |
$1.91K - $1.93K
|
1.67K
$84.8K
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-72- 1.47% |
$3.62K - $3.65K
|
4.83K
$245K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-124- 2.53% |
$6.23K - $6.29K
|
4.78K
$243K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-126- 0.67% |
$6.33K - $6.39K
|
18.6K
$942K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-161- 0.05% |
$8.09K - $8.17K
|
355K
$18M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-238- 2.27% |
$12K - $12.1K
|
10.3K
$521K
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-250- 0.16% |
$12.6K - $12.7K
|
160K
$8.11M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-295- 4.2% |
$14.8K - $15K
|
6.73K
$342K
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-300- 5.71% |
$15.1K - $15.2K
|
4.96K
$252K
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-314- 0.41% |
$15.8K - $15.9K
|
76.8K
$3.9M
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-350- 4.76% |
$17.6K - $17.8K
|
7K
$355K
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 3.03% |
$22.6K - $22.8K
|
14.4K
$731K
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-472- 5.07% |
$23.7K - $23.9K
|
8.84K
$449K
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-481- 0.29% |
$24.2K - $24.4K
|
168K
$8.52M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-497- 1.48% |
$25K - $25.2K
|
33.1K
$1.68M
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-522- 4.34% |
$26.2K - $26.5K
|
11.5K
$584K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-686- 40.81% |
$34.5K - $34.8K
|
995
$50.5K
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-940- 4.49% |
$47.2K - $47.7K
|
20K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-975- 0.97% |
$49K - $49.5K
|
99.4K
$5.05M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-980- 2.51% |
$49.2K - $49.7K
|
38.1K
$1.93M
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-995- 1.49% |
$50K - $50.5K
|
65.6K
$3.33M
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1K- 17.02% |
$50.3K - $50.7K
|
4.88K
$248K
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1K- 16.44% |
$50.3K - $50.8K
|
5.09K
$258K
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
SELL
|
- |
-1.04K- 19.52% |
$52.1K - $52.6K
|
4.28K
$217K
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.2K- 7.49% |
$60.5K - $61K
|
14.9K
$755K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.27K- 11.11% |
$64K - $64.6K
|
10.2K
$517K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.31K- 11.67% |
$65.7K - $66.3K
|
9.89K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.37K- 1.68% |
$68.8K - $69.5K
|
80.4K
$4.08M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.54K- 25.67% |
$77.1K - $77.9K
|
4.45K
$226K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.57K- 3.5% |
$78.7K - $79.5K
|
43.3K
$2.2M
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.58K- 9.63% |
$79.1K - $79.9K
|
14.8K
$751K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.58K- 35.27% |
$79.4K - $80.1K
|
2.9K
$147K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 3.92% |
$84.4K - $85.2K
|
41.2K
$2.09M
|