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 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 5.3% |
$153K - $155K
|
54.2K
$2.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.12K- 15.51% |
$158K - $159K
|
17K
$864K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.15K- 18.29% |
$160K - $161K
|
14.1K
$716K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.18K- 7.58% |
$161K - $162K
|
38.8K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.32K- 22.02% |
$168K - $169K
|
11.7K
$597K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.39K- 8.9% |
$172K - $173K
|
34.7K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.5K- 12.39% |
$177K - $178K
|
24.8K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.55K- 13.49% |
$180K - $181K
|
22.7K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.57K- 7.81% |
$181K - $182K
|
42.1K
$2.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-3.65K- 1.21% |
$185K - $186K
|
297K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.81K- 20.56% |
$193K - $194K
|
14.7K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.91K- 8.45% |
$198K - $199K
|
42.3K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.15K- 7.09% |
$210K - $211K
|
54.4K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.51K- 3.5% |
$228K - $230K
|
124K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.55K- 5.54% |
$230K - $232K
|
77.7K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.01K- 43.36% |
$254K - $255K
|
6.55K
$333K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5.46K- 41.2% |
$276K - $278K
|
7.79K
$396K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-5.53K- 3.46% |
$280K - $282K
|
154K
$7.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-5.8K- 7.3% |
$293K - $295K
|
73.6K
$3.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-6.04K- 9.81% |
$306K - $308K
|
55.5K
$2.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.35K- 4.1% |
$322K - $324K
|
149K
$7.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6.43K- 7.01% |
$325K - $328K
|
85.4K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.55K- 5.35% |
$331K - $334K
|
116K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.92K- 1.82% |
$350K - $353K
|
374K
$19M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.99K- 23.65% |
$354K - $356K
|
22.6K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.98K- 3.2% |
$404K - $407K
|
241K
$12.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.29K- 43.76% |
$420K - $422K
|
10.7K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.81K- 6.06% |
$446K - $449K
|
137K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-9.11K- 30.44% |
$461K - $464K
|
20.8K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9.17K- 5.56% |
$464K - $467K
|
156K
$7.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-10.3K- 55.57% |
$521K - $525K
|
8.24K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.4K- 25.94% |
$577K - $581K
|
32.5K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11.6K- 3.74% |
$589K - $593K
|
299K
$15.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-12K- 38.74% |
$607K - $612K
|
19K
$965K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-13K- 33.71% |
$659K - $664K
|
25.6K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 10.12% |
$696K - $700K
|
122K
$6.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8K- 21.06% |
$696K - $701K
|
51.6K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-14.2K- 5.94% |
$717K - $722K
|
224K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.3K- 15.12% |
$724K - $729K
|
80.3K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-14.5K- 15.51% |
$734K - $739K
|
79.1K
$4.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.9K- 39.57% |
$805K - $810K
|
24.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-16.1K- 29.98% |
$816K - $822K
|
37.7K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-17.1K- 18.25% |
$868K - $874K
|
76.8K
$3.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.4K- 9.27% |
$878K - $884K
|
170K
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18K- 40.21% |
$913K - $919K
|
26.8K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.4K- 30.77% |
$980K - $987K
|
43.6K
$2.22M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20K- 87.85% |
$1.01M - $1.02M
|
2.76K
$140K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.2K- 21.46% |
$1.02M - $1.03M
|
74.1K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22.5K- 65.26% |
$1.14M - $1.15M
|
12K
$609K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-23.3K- 4.34% |
$1.18M - $1.19M
|
513K
$26.1M
|