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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-143- 1.7% |
$7.21K - $7.24K
|
8.26K
$421K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-147- 1.72% |
$7.42K - $7.45K
|
8.4K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-147- 0.4% |
$7.42K - $7.45K
|
36.9K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-159- 0.45% |
$8.02K - $8.05K
|
34.9K
$1.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-170- 2.2% |
$8.58K - $8.61K
|
7.57K
$386K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-183- 0.72% |
$9.23K - $9.27K
|
25.2K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-200- 3.58% |
$10.1K - $10.1K
|
5.38K
$274K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-225- 3.78% |
$11.4K - $11.4K
|
5.72K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-235- 1.78% |
$11.9K - $11.9K
|
12.9K
$659K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-237- 5.26% |
$12K - $12K
|
4.27K
$217K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-247- 62.85% |
$12.5K - $12.5K
|
146
$7.44K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-255- 4.71% |
$12.9K - $12.9K
|
5.16K
$263K
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-269- 0.41% |
$13.6K - $13.6K
|
65.9K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-334- 11.72% |
$16.9K - $16.9K
|
2.52K
$128K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-400- 16.46% |
$20.2K - $20.3K
|
2.03K
$103K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-474- 2.19% |
$23.9K - $24K
|
21.2K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-476- 6.51% |
$24K - $24.1K
|
6.84K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-486- 22.7% |
$24.5K - $24.6K
|
1.66K
$84.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-499- 4.94% |
$25.2K - $25.3K
|
9.61K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-500- 5.49% |
$25.2K - $25.3K
|
8.61K
$439K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-574- 4.0% |
$29K - $29.1K
|
13.8K
$702K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-578- 0.87% |
$29.2K - $29.3K
|
65.7K
$3.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-671- 7.05% |
$33.9K - $34K
|
8.85K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-716- 0.97% |
$36.1K - $36.3K
|
72.9K
$3.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-750- 25.0% |
$37.8K - $38K
|
2.25K
$115K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-779- 1.65% |
$39.3K - $39.5K
|
46.4K
$2.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-814- 2.25% |
$41.1K - $41.2K
|
35.4K
$1.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-827- 12.49% |
$41.7K - $41.9K
|
5.8K
$295K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-865- 11.26% |
$43.6K - $43.8K
|
6.82K
$348K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-900- 8.94% |
$45.4K - $45.6K
|
9.17K
$467K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-920- 18.76% |
$46.4K - $46.6K
|
3.99K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-920- 14.37% |
$46.4K - $46.6K
|
5.48K
$279K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-963- 18.44% |
$48.6K - $48.8K
|
4.26K
$217K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-985- 28.94% |
$49.7K - $49.9K
|
2.42K
$123K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-997- 0.78% |
$50.3K - $50.5K
|
127K
$6.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 4.73% |
$50.5K - $50.7K
|
20.2K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.03K- 1.94% |
$51.7K - $51.9K
|
51.8K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.09K- 7.71% |
$54.8K - $55K
|
13K
$663K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.12K- 8.38% |
$56.4K - $56.6K
|
12.2K
$622K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.13K- 1.06% |
$56.9K - $57.1K
|
105K
$5.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.13K- 2.47% |
$56.9K - $57.1K
|
44.5K
$2.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.22K- 2.39% |
$61.5K - $61.8K
|
49.8K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.22K- 19.89% |
$61.5K - $61.8K
|
4.91K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-1.25K- 19.53% |
$63.1K - $63.3K
|
5.15K
$262K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.3K- 5.98% |
$65.5K - $65.8K
|
20.4K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.38K- 1.87% |
$69.8K - $70.1K
|
72.7K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.43K- 20.83% |
$72K - $72.3K
|
5.43K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.48K- 10.3% |
$74.9K - $75.2K
|
12.9K
$659K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 14.89% |
$75.7K - $76K
|
8.57K
$437K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.63K- 8.57% |
$82.2K - $82.5K
|
17.4K
$886K
|