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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.2K- 21.46% |
$1.02M - $1.03M
|
74.1K
$3.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22.5K- 65.26% |
$1.14M - $1.15M
|
12K
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-23.3K- 4.34% |
$1.18M - $1.19M
|
513K
$26.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-24.4K- 18.5% |
$1.24M - $1.24M
|
107K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-25K- 32.26% |
$1.27M - $1.28M
|
52.6K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.8K- 10.94% |
$1.36M - $1.36M
|
218K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-28.8K- 60.95% |
$1.46M - $1.47M
|
18.4K
$938K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.9K- 0.96% |
$1.46M - $1.47M
|
2.98M
$152M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.9K- 35.05% |
$1.46M - $1.47M
|
53.5K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-29.3K- 44.25% |
$1.49M - $1.5M
|
37K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-30.1K- 30.37% |
$1.52M - $1.53M
|
69K
$3.51M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-30.9K- 19.12% |
$1.56M - $1.58M
|
131K
$6.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-31K- 86.28% |
$1.57M - $1.58M
|
4.93K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33K- 51.86% |
$1.67M - $1.68M
|
30.6K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-35.3K- 64.42% |
$1.79M - $1.8M
|
19.5K
$993K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-43.4K- 48.39% |
$2.2M - $2.21M
|
46.3K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-51K- 33.56% |
$2.58M - $2.6M
|
101K
$5.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-54.3K- 21.49% |
$2.75M - $2.77M
|
198K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-55.2K- 8.71% |
$2.79M - $2.81M
|
579K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-110K- 10.5% |
$5.58M - $5.62M
|
940K
$47.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-119K- 74.97% |
$6.01M - $6.05M
|
39.7K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-156K- 28.53% |
$7.9M - $7.95M
|
391K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-254K- 20.64% |
$12.9M - $13M
|
977K
$49.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-309K- 44.22% |
$15.6M - $15.7M
|
389K
$19.8M
|