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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 4.45% |
$93.7K - $94.5K
|
40.1K
$2.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.92K- 6.09% |
$96.7K - $97.6K
|
29.6K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.97K- 6.74% |
$98.8K - $99.8K
|
27.2K
$1.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.07K- 9.1% |
$104K - $105K
|
20.6K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 6.99% |
$106K - $107K
|
27.9K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.1K- 32.48% |
$106K - $107K
|
4.37K
$222K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.28K- 16.9% |
$115K - $116K
|
11.2K
$570K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.56K- 20.94% |
$129K - $130K
|
9.66K
$491K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.91K- 4.45% |
$146K - $148K
|
62.5K
$3.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.01K- 83.16% |
$151K - $153K
|
609
$30.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.05K- 4.7% |
$153K - $155K
|
61.9K
$3.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.38K- 34.12% |
$170K - $171K
|
6.53K
$332K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.5K- 10.75% |
$176K - $178K
|
29.1K
$1.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.65K- 35.76% |
$183K - $185K
|
6.55K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.67K- 9.74% |
$184K - $186K
|
34K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.7K- 11.59% |
$186K - $187K
|
28.2K
$1.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.96K- 4.23% |
$199K - $201K
|
89.7K
$4.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-4.2K- 1.22% |
$211K - $213K
|
339K
$17.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.3K- 10.29% |
$216K - $218K
|
37.5K
$1.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-4.3K- 5.39% |
$216K - $218K
|
75.5K
$3.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.34K- 3.97% |
$218K - $220K
|
105K
$5.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.38K- 6.98% |
$220K - $222K
|
58.4K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.8K- 6.63% |
$241K - $243K
|
67.6K
$3.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5K- 13.83% |
$251K - $254K
|
31.1K
$1.58M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.3K- 10.38% |
$266K - $269K
|
45.7K
$2.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.41K- 8.41% |
$272K - $274K
|
58.9K
$2.99M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-5.55K- 6.82% |
$279K - $281K
|
75.8K
$3.85M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.81K- 25.9% |
$292K - $295K
|
16.6K
$844K
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.88KClosed |
$295K - $298K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.93K- 19.9% |
$298K - $301K
|
23.9K
$1.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-6.4K- 10.63% |
$322K - $325K
|
53.8K
$2.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-7.2K- 7.98% |
$362K - $365K
|
83K
$4.22M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.48K- 16.12% |
$376K - $379K
|
38.9K
$1.98M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.77K- 6.35% |
$390K - $394K
|
115K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.32K- 7.94% |
$418K - $422K
|
96.5K
$4.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8.35K- 4.56% |
$420K - $424K
|
175K
$8.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9.2K- 39.21% |
$462K - $467K
|
14.3K
$724K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9.25K- 28.94% |
$465K - $469K
|
22.7K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9.27K- 8.94% |
$466K - $470K
|
94.4K
$4.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-9.51K- 2.37% |
$478K - $482K
|
392K
$19.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-11.1K- 16.17% |
$558K - $563K
|
57.5K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.3K- 6.2% |
$567K - $572K
|
170K
$8.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-11.4K- 27.06% |
$573K - $578K
|
30.7K
$1.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.4K- 6.76% |
$574K - $579K
|
157K
$8M
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-11.5K- 7.23% |
$577K - $582K
|
147K
$7.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-11.7K- 22.51% |
$589K - $594K
|
40.3K
$2.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-13.9K- 14.5% |
$699K - $706K
|
82.1K
$4.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-14.1K- 33.87% |
$709K - $715K
|
27.5K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-14.9K- 32.41% |
$751K - $758K
|
31.2K
$1.58M
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-15K- 55.02% |
$752K - $759K
|
12.2K
$621K
|