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 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-96- 2.2% |
$4.86K - $4.89K
|
4.27K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-100- 0.51% |
$5.06K - $5.1K
|
19.4K
$988K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-100- 8.16% |
$5.06K - $5.1K
|
1.13K
$57.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-100- 1.01% |
$5.06K - $5.1K
|
9.79K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-194- 47.78% |
$9.82K - $9.89K
|
212
$10.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-206- 2.3% |
$10.4K - $10.5K
|
8.75K
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-338- 4.19% |
$17.1K - $17.2K
|
7.72K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-349- 5.39% |
$17.7K - $17.8K
|
6.12K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-349- 7.81% |
$17.7K - $17.8K
|
4.12K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-361- 0.95% |
$18.3K - $18.4K
|
37.7K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-440- 3.66% |
$22.3K - $22.4K
|
11.6K
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-483- 6.94% |
$24.4K - $24.6K
|
6.48K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-562- 2.04% |
$28.4K - $28.6K
|
27K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-591- 4.68% |
$29.9K - $30.1K
|
12K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-602- 6.99% |
$30.5K - $30.7K
|
8.01K
$407K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-661- 0.35% |
$33.5K - $33.7K
|
187K
$9.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-700- 7.22% |
$35.4K - $35.7K
|
8.99K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-782- 8.01% |
$39.6K - $39.9K
|
8.98K
$457K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-785- 31.09% |
$39.7K - $40K
|
1.74K
$88.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-789- 0.92% |
$39.9K - $40.2K
|
85.1K
$4.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-792- 1.41% |
$40.1K - $40.4K
|
55.2K
$2.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-875- 15.64% |
$44.3K - $44.6K
|
4.72K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-934- 45.76% |
$47.3K - $47.6K
|
1.11K
$56.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-944- 11.18% |
$47.8K - $48.1K
|
7.5K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-965- 2.42% |
$48.8K - $49.2K
|
38.9K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-990- 10.8% |
$50.1K - $50.5K
|
8.18K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1K- 4.12% |
$50.6K - $51K
|
23.3K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.04K- 4.13% |
$52.5K - $52.9K
|
24.1K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 1.81% |
$69.3K - $69.8K
|
74.4K
$3.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.42K- 7.62% |
$71.9K - $72.4K
|
17.2K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.6K- 2.3% |
$81.1K - $81.6K
|
68.1K
$3.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.62K- 3.43% |
$81.7K - $82.3K
|
45.5K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.68K- 3.26% |
$84.9K - $85.5K
|
49.8K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 23.03% |
$88.7K - $89.3K
|
5.86K
$298K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-1.77K- 16.59% |
$89.4K - $90K
|
8.88K
$451K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.8K- 3.4% |
$91.1K - $91.8K
|
51.2K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.95K- 7.69% |
$98.7K - $99.4K
|
23.4K
$1.19M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.97K- 10.61% |
$99.6K - $100K
|
16.6K
$843K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-2K- 25.97% |
$101K - $102K
|
5.7K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.09K- 24.14% |
$106K - $107K
|
6.58K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-2.16K- 6.42% |
$109K - $110K
|
31.5K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.25K- 5.95% |
$114K - $114K
|
35.5K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.44K- 12.16% |
$123K - $124K
|
17.6K
$895K
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-2.56K- 1.06% |
$129K - $130K
|
239K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 1.32% |
$135K - $136K
|
199K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.76K- 8.0% |
$139K - $140K
|
31.7K
$1.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.86K- 17.01% |
$145K - $146K
|
13.9K
$709K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.87K- 15.68% |
$145K - $146K
|
15.4K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.87K- 6.85% |
$145K - $146K
|
39K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.89K- 3.95% |
$146K - $147K
|
70.2K
$3.57M
|