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 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47.7K- 62.44% |
$2.41M - $2.42M
|
28.7K
$1.46M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-50.4K- 27.38% |
$2.54M - $2.55M
|
134K
$6.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-52.5K- 7.14% |
$2.65M - $2.66M
|
683K
$34.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-55.3K- 76.1% |
$2.79M - $2.8M
|
17.4K
$885K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-59.5K- 29.21% |
$3M - $3.01M
|
144K
$7.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-82.6K- 49.68% |
$4.16M - $4.18M
|
83.6K
$4.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-84.5K- 18.17% |
$4.26M - $4.28M
|
380K
$19.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-88.3K- 84.09% |
$4.45M - $4.47M
|
16.7K
$851K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-105K- 50.1% |
$5.3M - $5.32M
|
105K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-111K- 18.92% |
$5.59M - $5.62M
|
475K
$24.2M
|
|
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-131K- 46.28% |
$6.59M - $6.62M
|
152K
$7.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-131K- 46.28% |
$6.59M - $6.62M
|
152K
$7.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-145K- 17.91% |
$7.31M - $7.34M
|
664K
$33.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-145K- 64.76% |
$7.33M - $7.36M
|
79.1K
$4.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-150K- 84.7% |
$7.59M - $7.62M
|
27.2K
$1.39M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-193K- 41.28% |
$9.75M - $9.79M
|
275K
$14M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-209K- 32.61% |
$10.6M - $10.6M
|
433K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-243K- 13.22% |
$12.3M - $12.3M
|
1.6M
$81.5M
|