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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8.72K+ 5.43% |
$441K - $444K
|
169K
$8.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.58K+ 2.95% |
$434K - $437K
|
300K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.53KNew |
$432K - $435K
|
8.53K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
8.41K+ 24.64% |
$425K - $428K
|
42.5K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.88KNew |
$399K - $402K
|
7.88K
$401K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.86K+ 3.04% |
$398K - $400K
|
266K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7.78K+ 20.01% |
$394K - $396K
|
46.6K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
7.56K+ 68.38% |
$383K - $385K
|
18.6K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.54K+ 76.6% |
$382K - $384K
|
17.4K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.2K+ 117.18% |
$365K - $367K
|
13.4K
$679K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.02K+ 71.57% |
$355K - $357K
|
16.8K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.94K+ 74.83% |
$351K - $354K
|
16.2K
$824K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.73K+ 17.38% |
$341K - $343K
|
45.5K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.45K+ 18.61% |
$327K - $329K
|
41.1K
$2.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.44K+ 82.13% |
$326K - $328K
|
14.3K
$725K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.13KNew |
$310K - $313K
|
6.13K
$312K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.13K+ 5.73% |
$310K - $312K
|
113K
$5.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6KNew |
$304K - $306K
|
6K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.72KNew |
$289K - $291K
|
5.72K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
5.65KNew |
$286K - $288K
|
5.65K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.65KNew |
$286K - $288K
|
5.65K
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.57K+ 6.23% |
$282K - $284K
|
95K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.46KNew |
$276K - $278K
|
5.46K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.38K+ 65.99% |
$272K - $274K
|
13.5K
$688K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
5.32K+ 9.65% |
$269K - $271K
|
60.4K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.3K+ 50.48% |
$268K - $270K
|
15.8K
$803K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.25K+ 27.68% |
$266K - $268K
|
24.2K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.17KNew |
$262K - $263K
|
5.17K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
5.07K+ 18.61% |
$257K - $258K
|
32.3K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
4.94KNew |
$250K - $251K
|
4.94K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.87K+ 60.26% |
$246K - $248K
|
12.9K
$658K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.87K+ 10.08% |
$246K - $248K
|
53.1K
$2.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.81K+ 4.29% |
$244K - $245K
|
117K
$5.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.77KNew |
$241K - $243K
|
4.77K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.73K+ 30.52% |
$239K - $241K
|
20.2K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.7KNew |
$238K - $239K
|
4.7K
$239K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.62KNew |
$234K - $235K
|
4.62K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.53KNew |
$229K - $231K
|
4.53K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.29KNew |
$217K - $219K
|
4.29K
$218K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.28KNew |
$217K - $218K
|
4.28K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.24KNew |
$215K - $216K
|
4.24K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.06K+ 25.35% |
$205K - $207K
|
20.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.05K+ 2.7% |
$205K - $206K
|
154K
$7.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.91K+ 33.07% |
$198K - $199K
|
15.7K
$800K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.76K+ 20.54% |
$190K - $191K
|
22K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.42K+ 43.78% |
$173K - $174K
|
11.2K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.3K+ 49.4% |
$167K - $168K
|
9.98K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.19K+ 66.7% |
$161K - $163K
|
7.97K
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.97K+ 25.38% |
$150K - $151K
|
14.6K
$745K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
2.91K+ 40.13% |
$147K - $148K
|
10.1K
$516K
|