Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.2KNew |
$464K - $466K
|
9.2K
$467K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.97K+ 118.76% |
$453K - $454K
|
16.5K
$839K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
8.19K+ 6.55% |
$413K - $415K
|
133K
$6.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
8.12KNew |
$410K - $412K
|
8.12K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.99K+ 0.66% |
$403K - $405K
|
1.22M
$62.2M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.75K+ 69.29% |
$391K - $393K
|
18.9K
$961K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.7K+ 25.72% |
$388K - $390K
|
37.6K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.6KNew |
$384K - $385K
|
7.6K
$386K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.51KNew |
$379K - $380K
|
7.51K
$381K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.03KNew |
$354K - $356K
|
7.03K
$357K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
7KNew |
$353K - $355K
|
7K
$355K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
6.55K+ 10.47% |
$330K - $332K
|
69.1K
$3.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6.5KNew |
$328K - $329K
|
6.5K
$330K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.47K+ 31.36% |
$326K - $328K
|
27.1K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.09K+ 21.71% |
$307K - $308K
|
34.1K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.97K+ 9.46% |
$301K - $302K
|
69.1K
$3.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.95KNew |
$300K - $301K
|
5.95K
$302K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.82K+ 33.71% |
$294K - $295K
|
23.1K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.79KNew |
$292K - $293K
|
5.79K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.56K+ 10.72% |
$280K - $281K
|
57.4K
$2.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.55K+ 10.43% |
$280K - $281K
|
58.7K
$2.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
5.33KNew |
$269K - $270K
|
5.33K
$271K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.3K+ 16.16% |
$268K - $269K
|
38.1K
$1.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5.29K+ 16.44% |
$267K - $268K
|
37.4K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
5.1KNew |
$257K - $258K
|
5.1K
$259K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.93KNew |
$249K - $250K
|
4.93K
$250K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.85KNew |
$244K - $245K
|
4.85K
$246K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
4.8KNew |
$242K - $243K
|
4.8K
$244K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.71KNew |
$238K - $239K
|
4.71K
$239K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.64KNew |
$234K - $235K
|
4.64K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.43K+ 12.06% |
$223K - $224K
|
41.1K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.37K+ 3.77% |
$220K - $221K
|
120K
$6.11M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4.35K+ 7.07% |
$219K - $220K
|
65.8K
$3.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
4.27K+ 28.97% |
$215K - $216K
|
19K
$965K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.23K+ 3.73% |
$214K - $214K
|
118K
$5.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.23K+ 56.99% |
$213K - $214K
|
11.6K
$591K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.09KNew |
$206K - $207K
|
4.09K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.81K+ 19.81% |
$192K - $193K
|
23K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.64K+ 25.42% |
$184K - $185K
|
18K
$912K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.87K+ 14.54% |
$145K - $145K
|
22.6K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.52K+ 60.46% |
$127K - $128K
|
6.69K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.41K+ 15.8% |
$122K - $122K
|
17.7K
$898K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 0.68% |
$111K - $112K
|
325K
$16.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.19K+ 5.52% |
$111K - $111K
|
41.9K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.15K+ 1.66% |
$108K - $109K
|
132K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.15K+ 59.12% |
$108K - $109K
|
5.77K
$293K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.98K+ 25.25% |
$99.9K - $100K
|
9.82K
$499K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.98K+ 22.42% |
$99.8K - $100K
|
10.8K
$548K
|