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 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-15.4K- 28.72% |
$771K - $779K
|
38.1K
$1.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.9K- 80.01% |
$801K - $808K
|
3.98K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-16.6K- 32.44% |
$835K - $843K
|
34.6K
$1.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17K- 19.63% |
$854K - $862K
|
69.6K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-17.5K- 4.31% |
$878K - $886K
|
387K
$19.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-18.1K- 89.72% |
$912K - $920K
|
2.08K
$106K
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-19K- 15.4% |
$955K - $964K
|
104K
$5.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-19.7K- 26.93% |
$990K - $1M
|
53.5K
$2.72M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20K- 65.99% |
$1M - $1.01M
|
10.3K
$523K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-21.3K- 17.07% |
$1.07M - $1.08M
|
103K
$5.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-21.7K- 17.69% |
$1.09M - $1.1M
|
101K
$5.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-21.9K- 45.57% |
$1.1M - $1.11M
|
26.1K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-22.1K- 37.5% |
$1.11M - $1.12M
|
36.9K
$1.87M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-22.5K- 20.31% |
$1.13M - $1.14M
|
88.3K
$4.49M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-23.4K- 18.96% |
$1.17M - $1.18M
|
99.8K
$5.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24K- 42.95% |
$1.21M - $1.22M
|
31.9K
$1.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-26.7K- 18.68% |
$1.34M - $1.35M
|
116K
$5.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-27.6K- 18.04% |
$1.39M - $1.4M
|
125K
$6.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-29.6K- 71.45% |
$1.49M - $1.5M
|
11.8K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-30.5K- 15.35% |
$1.53M - $1.55M
|
168K
$8.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-30.7K- 79.47% |
$1.54M - $1.56M
|
7.93K
$403K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-31.4K- 40.11% |
$1.58M - $1.59M
|
46.9K
$2.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-33.3K- 14.5% |
$1.67M - $1.69M
|
196K
$9.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-34.8K- 7.75% |
$1.75M - $1.76M
|
414K
$21M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-37.2K- 45.15% |
$1.87M - $1.89M
|
45.2K
$2.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-39.3K- 10.89% |
$1.98M - $1.99M
|
322K
$16.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.5K- 6.64% |
$2.03M - $2.05M
|
570K
$28.9M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.8K- 13.02% |
$2.1M - $2.12M
|
279K
$14.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-44.7K- 18.49% |
$2.25M - $2.27M
|
197K
$10M
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-45.3K- 35.8% |
$2.28M - $2.3M
|
81.3K
$4.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-48.6K- 14.62% |
$2.44M - $2.46M
|
284K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-52.4K- 20.84% |
$2.63M - $2.66M
|
199K
$10.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.1K- 64.07% |
$2.87M - $2.9M
|
32K
$1.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-71.9K- 45.24% |
$3.61M - $3.65M
|
87K
$4.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-75.3K- 27.89% |
$3.78M - $3.82M
|
195K
$9.89M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-80.4KClosed |
$4.04M - $4.08M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-81.8K- 86.83% |
$4.11M - $4.15M
|
12.4K
$630K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-99.6K- 42.3% |
$5M - $5.05M
|
136K
$6.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-102K- 68.77% |
$5.13M - $5.17M
|
46.3K
$2.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-116K- 56.27% |
$5.84M - $5.89M
|
90.3K
$4.58M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-133K- 60.42% |
$6.68M - $6.74M
|
87.1K
$4.42M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-140K- 10.76% |
$7.05M - $7.12M
|
1.16M
$59.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13M- 51.25% |
$654M - $661M
|
12.4M
$629M
|