Purchases and Sales Made in Q3 2025 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 2025. 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 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1M+ 173.68% |
$55.9M - $56.2M
|
1.73M
$88.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
288K+ 36.75% |
$14.6M - $14.7M
|
1.07M
$54.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
179K+ 45.46% |
$9.11M - $9.15M
|
573K
$29.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
158KNew |
$8.03M - $8.07M
|
158K
$8.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
133K+ 13.11% |
$6.77M - $6.81M
|
1.15M
$58.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
131K+ 2677.56% |
$6.67M - $6.7M
|
136K
$6.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
129K+ 9.96% |
$6.54M - $6.57M
|
1.42M
$72.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
85.3K+ 24.03% |
$4.33M - $4.35M
|
440K
$22.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
68.9K+ 11.24% |
$3.5M - $3.52M
|
682K
$34.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64K+ 156.31% |
$3.25M - $3.27M
|
105K
$5.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
57.3K+ 29.41% |
$2.91M - $2.93M
|
252K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.7K+ 108.29% |
$2.78M - $2.8M
|
105K
$5.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
49.4K+ 51.27% |
$2.51M - $2.52M
|
146K
$7.43M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
49K+ 193.32% |
$2.49M - $2.5M
|
74.3K
$3.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
47.6K+ 81.24% |
$2.42M - $2.43M
|
106K
$5.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
42.9KNew |
$2.18M - $2.19M
|
42.9K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
36.9K+ 200.52% |
$1.88M - $1.88M
|
55.3K
$2.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
28.7K+ 22.2% |
$1.46M - $1.47M
|
158K
$8.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
27.7K+ 22.36% |
$1.41M - $1.41M
|
151K
$7.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
26.5K+ 11.49% |
$1.35M - $1.35M
|
257K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26.2K+ 68.21% |
$1.33M - $1.34M
|
64.6K
$3.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
25.7KNew |
$1.31M - $1.31M
|
25.7K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
22.8K+ 11.54% |
$1.16M - $1.16M
|
220K
$11.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
21.7K+ 29.64% |
$1.1M - $1.11M
|
94.9K
$4.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.6K+ 5.78% |
$1.1M - $1.1M
|
395K
$20.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
19.9KNew |
$1.01M - $1.02M
|
19.9K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
19.9K+ 214.84% |
$1.01M - $1.01M
|
29.1K
$1.48M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
19.7K+ 37.78% |
$1M - $1.01M
|
71.8K
$3.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19.3K+ 35.06% |
$982K - $987K
|
74.4K
$3.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
19.2K+ 51.21% |
$973K - $978K
|
56.5K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 410.15% |
$943K - $948K
|
23.1K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
17.8K+ 29.97% |
$903K - $908K
|
77.1K
$3.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17.3K+ 27.39% |
$877K - $882K
|
80.3K
$4.09M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17.1K+ 7.41% |
$867K - $871K
|
247K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
16K+ 24.18% |
$815K - $819K
|
82.4K
$4.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
16K+ 8.44% |
$814K - $818K
|
206K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15.6K+ 93.95% |
$794K - $798K
|
32.3K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
15.1K+ 20.87% |
$767K - $771K
|
87.4K
$4.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
15KNew |
$760K - $764K
|
15K
$762K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14.5K+ 60.12% |
$738K - $742K
|
38.7K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
14.5KNew |
$737K - $741K
|
14.5K
$739K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13.3K+ 15.68% |
$675K - $679K
|
98.1K
$5M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12.6KNew |
$640K - $643K
|
12.6K
$642K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
12.3K+ 36.67% |
$627K - $630K
|
46K
$2.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11.7K+ 10.63% |
$596K - $599K
|
122K
$6.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.7KNew |
$595K - $598K
|
11.7K
$596K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.2K+ 156.59% |
$568K - $571K
|
18.3K
$934K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
10.9K+ 122.7% |
$555K - $558K
|
19.8K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10K+ 9.88% |
$508K - $511K
|
111K
$5.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.82K+ 7.51% |
$499K - $501K
|
140K
$7.16M
|