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 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.81K+ 51.06% |
$142K - $143K
|
8.32K
$423K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.76K+ 15.64% |
$140K - $141K
|
20.4K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.72K+ 12.95% |
$138K - $139K
|
23.7K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.58K+ 14.94% |
$131K - $131K
|
19.8K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 0.71% |
$126K - $127K
|
352K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.23K+ 29.35% |
$113K - $113K
|
9.82K
$499K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.06K+ 4.14% |
$104K - $105K
|
51.9K
$2.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.98K+ 12.04% |
$100K - $101K
|
18.4K
$935K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.86K+ 5.39% |
$94.2K - $94.9K
|
36.4K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.86KNew |
$94.1K - $94.8K
|
1.86K
$94.6K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.81K+ 22.75% |
$91.6K - $92.2K
|
9.76K
$496K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.78K+ 3.71% |
$90.2K - $90.9K
|
49.9K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.71KNew |
$86.4K - $87K
|
1.71K
$86.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.62K+ 20.34% |
$82.1K - $82.7K
|
9.6K
$488K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.62K+ 1.73% |
$81.8K - $82.4K
|
95K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.59K+ 17.58% |
$80.4K - $80.9K
|
10.6K
$540K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.59K+ 11.05% |
$80.4K - $80.9K
|
16K
$811K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.57KNew |
$79.2K - $79.8K
|
1.57K
$79.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.52K+ 4.63% |
$76.9K - $77.5K
|
34.3K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.51K+ 11.09% |
$76.3K - $76.8K
|
15.1K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.44K+ 18.79% |
$72.8K - $73.3K
|
9.09K
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.43K+ 1.86% |
$72.6K - $73.1K
|
78.5K
$3.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.43K+ 32.39% |
$72.3K - $72.8K
|
5.84K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.42K+ 27.29% |
$71.9K - $72.4K
|
6.62K
$337K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.48% |
$62K - $62.4K
|
83.7K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.18KNew |
$59.9K - $60.3K
|
1.18K
$60.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.18KNew |
$59.9K - $60.3K
|
1.18K
$60.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.16K+ 9.85% |
$58.7K - $59.1K
|
12.9K
$657K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
1.16K+ 3.64% |
$58.7K - $59.1K
|
33K
$1.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.16K+ 8.97% |
$58.5K - $58.9K
|
14K
$714K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1.14K+ 2.5% |
$57.7K - $58.1K
|
46.8K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.1K+ 15.71% |
$55.7K - $56.1K
|
8.1K
$412K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 9.4% |
$53K - $53.4K
|
12.2K
$620K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
982+ 12.03% |
$49.7K - $50K
|
9.14K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
907+ 7.56% |
$45.9K - $46.2K
|
12.9K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
845+ 29.82% |
$42.8K - $43.1K
|
3.68K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
844+ 5.62% |
$42.7K - $43K
|
15.9K
$806K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
838+ 65.57% |
$42.4K - $42.7K
|
2.12K
$108K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
812+ 0.81% |
$41.1K - $41.4K
|
101K
$5.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
801+ 5.97% |
$40.5K - $40.8K
|
14.2K
$723K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
784+ 13.38% |
$39.7K - $40K
|
6.64K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
746+ 9.3% |
$37.8K - $38K
|
8.77K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
687+ 5.27% |
$34.8K - $35K
|
13.7K
$697K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
632+ 14.22% |
$32K - $32.2K
|
5.08K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
622+ 5.79% |
$31.5K - $31.7K
|
11.4K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
599+ 2.3% |
$30.3K - $30.5K
|
26.7K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
590New |
$29.9K - $30.1K
|
590
$30K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
573+ 8.05% |
$29K - $29.2K
|
7.69K
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
500+ 5.68% |
$25.3K - $25.5K
|
9.3K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
394+ 0.65% |
$19.9K - $20.1K
|
61.1K
$3.11M
|