Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
830K+ 438.36% |
$42M - $42.3M
|
1.02M
$51.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
517K+ 675.96% |
$26.2M - $26.4M
|
594K
$30.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
426KNew |
$21.6M - $21.7M
|
426K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
346K+ 58.74% |
$17.5M - $17.6M
|
935K
$47.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
294KNew |
$14.9M - $15M
|
294K
$15M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
257K+ 28.83% |
$13M - $13.1M
|
1.15M
$58.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
184KNew |
$9.33M - $9.39M
|
184K
$9.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 84.01% |
$8.94M - $9M
|
387K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
172K+ 9.86% |
$8.71M - $8.77M
|
1.92M
$97.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 9.55% |
$8.5M - $8.55M
|
1.93M
$97.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
144K+ 2344.84% |
$7.3M - $7.35M
|
150K
$7.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
141KNew |
$7.14M - $7.19M
|
141K
$7.18M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
122K+ 7537.13% |
$6.16M - $6.21M
|
123K
$6.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
118K+ 1106.86% |
$5.96M - $6M
|
128K
$6.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
106K+ 124.52% |
$5.37M - $5.41M
|
191K
$9.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
98.8KNew |
$5M - $5.03M
|
98.8K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
95.1K+ 29.65% |
$4.82M - $4.85M
|
416K
$21.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
92.1K+ 129.89% |
$4.66M - $4.7M
|
163K
$8.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.4K+ 21.08% |
$4.22M - $4.25M
|
479K
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
83K+ 28.51% |
$4.2M - $4.23M
|
374K
$19M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76.1K+ 20.29% |
$3.85M - $3.88M
|
451K
$22.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
74.5KNew |
$3.77M - $3.8M
|
74.5K
$3.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70.8K+ 8.92% |
$3.58M - $3.61M
|
865K
$44M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
67.8KNew |
$3.43M - $3.45M
|
67.8K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.4K+ 51.98% |
$3.11M - $3.13M
|
180K
$9.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
58.4K+ 103.77% |
$2.96M - $2.98M
|
115K
$5.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
56.6KNew |
$2.86M - $2.88M
|
56.6K
$2.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
56.1K+ 257.02% |
$2.84M - $2.86M
|
77.9K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.5K+ 18.94% |
$2.76M - $2.78M
|
342K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.4K+ 69.92% |
$2.75M - $2.77M
|
132K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
54.1K+ 92.53% |
$2.74M - $2.76M
|
113K
$5.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
53.6K+ 11.99% |
$2.71M - $2.73M
|
501K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.1K+ 41.37% |
$2.59M - $2.61M
|
175K
$8.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
50.3K+ 358.95% |
$2.54M - $2.56M
|
64.2K
$3.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49.7K+ 54.09% |
$2.52M - $2.53M
|
142K
$7.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
49.6KNew |
$2.51M - $2.53M
|
49.6K
$2.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
49.4KNew |
$2.5M - $2.52M
|
49.4K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37K+ 6.71% |
$1.87M - $1.88M
|
588K
$29.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
36.7K+ 6.64% |
$1.86M - $1.87M
|
590K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
36.4KNew |
$1.84M - $1.86M
|
36.4K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
35.7K+ 331.7% |
$1.8M - $1.82M
|
46.4K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
35K+ 112.29% |
$1.77M - $1.78M
|
66.2K
$3.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
31.6KNew |
$1.6M - $1.61M
|
31.6K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
30.7KNew |
$1.55M - $1.56M
|
30.7K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.2KNew |
$1.53M - $1.54M
|
30.2K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 39.91% |
$1.5M - $1.51M
|
104K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
28.7K+ 29.11% |
$1.45M - $1.46M
|
127K
$6.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
27.5K+ 232.77% |
$1.39M - $1.4M
|
39.3K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.3K+ 26.71% |
$1.33M - $1.34M
|
125K
$6.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
25.9K+ 120.93% |
$1.31M - $1.32M
|
47.3K
$2.41M
|