Purchases and Sales Made in Q3 2024 in Jp Morgan Ultra Short Mun Inco (JMST)

JMST Quotes by TradingView

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 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
25.1K
New
$1.27M - $1.28M
25.1K $1.28M
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
24.6K
+ 4.83%
$1.24M - $1.25M
534K $27.1M
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
23.4K
+ 6.19%
$1.18M - $1.19M
401K $20.4M
Oct 25, 2024 Q3 2024
Oak Harvest Investment Services

BUY
 -
22.5K
+ 14.29%
$1.14M - $1.15M
180K $9.15M
Oct 07, 2024 Q3 2024
Chesley Taft & Associates LLC

BUY
 -
21.9K
+ 32.03%
$1.11M - $1.12M
90.2K $4.59M
Nov 14, 2024 Q3 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
21.1K
New
$1.07M - $1.07M
21.1K $1.07M
Nov 14, 2024 Q3 2024
Km Capital Management Ltd.

Austin, TX
BUY
 -
20.6K
+ 54.9%
$1.04M - $1.05M
58.1K $2.95M
Oct 31, 2024 Q3 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
20.1K
+ 282.32%
$1.02M - $1.02M
27.2K $1.38M
Oct 29, 2024 Q3 2024
Princeton Global Asset Management LLC

BUY
 -
20K
+ 1141.2%
$1.01M - $1.02M
21.7K $1.1M
Oct 04, 2024 Q3 2024
Goelzer Investment Management, Inc.

BUY
 -
19.4K
+ 25.57%
$982K - $988K
95.3K $4.84M
Oct 31, 2024 Q3 2024
Sfg Wealth Management, Llc.

BUY
 -
19.1K
New
$967K - $974K
19.1K $972K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
18.9K
+ 19.38%
$955K - $962K
116K $5.91M
Nov 14, 2024 Q3 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
18.6K
+ 70.13%
$944K - $950K
45.2K $2.3M
Nov 13, 2024 Q3 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
18.6K
+ 16.54%
$940K - $947K
131K $6.66M
Nov 13, 2024 Q3 2024
Shum Financial Group, Inc.

Alameda, CA
BUY
 -
18.5K
New
$937K - $944K
18.5K $942K
Nov 04, 2024 Q3 2024
Advisor Os, LLC

BUY
 -
18.3K
+ 5.06%
$926K - $932K
380K $19.3M
Oct 11, 2024 Q3 2024
Elmwood Wealth Management, Inc.

BUY
 -
18K
+ 22.9%
$912K - $919K
96.8K $4.92M
Nov 12, 2024 Q3 2024
Allen Capital Group, LLC

BUY
 -
17.7K
+ 103.46%
$898K - $904K
34.9K $1.77M
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
17.5K
New
$885K - $891K
17.5K $889K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
17.4K
+ 81.92%
$878K - $884K
38.5K $1.96M
Nov 14, 2024 Q3 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
16.4K
New
$827K - $833K
16.4K $831K
Nov 12, 2024 Q3 2024
Mjp Associates Inc

BUY
 -
16K
+ 4.39%
$809K - $814K
380K $19.3M
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
15.3K
+ 3340.09%
$776K - $781K
15.8K $803K
Oct 22, 2024 Q3 2024
Yhb Investment Advisors, Inc.

BUY
 -
15.2K
+ 31.79%
$770K - $775K
63K $3.21M
Oct 07, 2024 Q3 2024
Imz Advisory Inc

Boca Raton, FL
BUY
 -
15.2K
+ 13.91%
$767K - $772K
124K $6.31M
Oct 29, 2024 Q3 2024
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
15.1K
+ 86.93%
$764K - $769K
32.5K $1.65M
Oct 15, 2024 Q3 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
14.5K
+ 9.62%
$732K - $737K
165K $8.38M
Oct 07, 2024 Q3 2024
Richard P Slaughter Associates Inc

BUY
 -
14.4K
+ 351.75%
$729K - $734K
18.5K $941K
Nov 12, 2024 Q3 2024
Strong Box Wealth, LLC

BUY
 -
14.3K
+ 41.73%
$724K - $729K
48.6K $2.47M
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
14K
+ 16.45%
$709K - $713K
99.1K $5.04M
Nov 14, 2024 Q3 2024
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
14K
+ 24.81%
$709K - $713K
70.4K $3.58M
Nov 13, 2024 Q3 2024
Argent Trust CO

Nashville, TN
BUY
 -
13.7K
New
$695K - $700K
13.7K $699K
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
13.5K
New
$685K - $690K
13.5K $688K
Oct 15, 2024 Q3 2024
Pennsylvania Capital Management Inc

BUY
 -
13K
New
$657K - $662K
13K $660K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
13K
+ 77.87%
$657K - $662K
29.7K $1.51M
Oct 09, 2024 Q3 2024
Albion Financial Group

BUY
 -
12.9K
+ 20.37%
$652K - $657K
76.2K $3.87M
Nov 06, 2024 Q3 2024
Intelligence Driven Advisers, LLC

BUY
 -
12.2K
New
$618K - $622K
12.2K $621K
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
11.9K
+ 216.36%
$601K - $605K
17.4K $883K
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
11.6K
+ 31.87%
$589K - $593K
48.2K $2.45M
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
11.3K
+ 8.01%
$571K - $575K
152K $7.73M
Nov 04, 2024 Q3 2024
1900 Wealth Management LLC

BUY
 -
10.7K
+ 32.21%
$541K - $545K
43.9K $2.23M
Oct 31, 2024 Q3 2024
Sonata Capital Group Inc

BUY
 -
10.4K
New
$527K - $531K
10.4K $530K
Oct 23, 2024 Q3 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
9.73K
+ 95.23%
$493K - $496K
20K $1.01M
Nov 14, 2024 Q3 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
9.41K
New
$476K - $480K
9.41K $479K
Nov 14, 2024 Q3 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
9.39K
New
$475K - $479K
9.39K $477K
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
9.35K
+ 22.27%
$473K - $477K
51.3K $2.61M
Oct 29, 2024 Q3 2024
Iag Wealth Partners, LLC

BUY
 -
9.32K
+ 98.25%
$472K - $475K
18.8K $956K
Nov 08, 2024 Q3 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
9.18K
+ 3.84%
$465K - $468K
249K $12.6M
Nov 14, 2024 Q3 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
9.15K
+ 58.97%
$463K - $466K
24.7K $1.25M

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