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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
9.54K+ 38.36% |
$485K - $487K
|
34.4K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.08K+ 40.36% |
$462K - $464K
|
31.6K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.03K+ 71.03% |
$459K - $461K
|
21.7K
$1.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
8.4K+ 3.38% |
$427K - $429K
|
257K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.34KNew |
$424K - $426K
|
8.34K
$425K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.97K+ 73.8% |
$405K - $407K
|
18.8K
$957K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.86KNew |
$399K - $401K
|
7.86K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
7.86K+ 5.72% |
$399K - $401K
|
145K
$7.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
7.85KNew |
$399K - $401K
|
7.85K
$400K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.49K+ 1.27% |
$381K - $383K
|
599K
$30.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.37KNew |
$375K - $376K
|
7.37K
$376K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
7.37K+ 3.08% |
$374K - $376K
|
247K
$12.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.31KNew |
$372K - $373K
|
7.31K
$373K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
7.21K+ 1.37% |
$366K - $368K
|
532K
$27.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
6.7K+ 7.6% |
$341K - $342K
|
94.9K
$4.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.36K+ 7.81% |
$323K - $325K
|
87.8K
$4.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
6.04KNew |
$307K - $308K
|
6.04K
$308K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.01K+ 6.01% |
$305K - $307K
|
106K
$5.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.64K+ 68.42% |
$287K - $288K
|
13.9K
$707K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.55KNew |
$282K - $283K
|
5.55K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.5K+ 19.1% |
$279K - $281K
|
34.3K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.04K+ 37.4% |
$256K - $257K
|
18.5K
$944K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.81K+ 76.81% |
$245K - $246K
|
11.1K
$565K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.74KNew |
$241K - $242K
|
4.74K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.66K+ 105.17% |
$237K - $238K
|
9.09K
$463K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
4.58KNew |
$233K - $234K
|
4.58K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
4.43K+ 45.39% |
$225K - $226K
|
14.2K
$724K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.39K+ 7.41% |
$223K - $224K
|
63.6K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
4.37K+ 3.99% |
$222K - $223K
|
114K
$5.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.02K+ 13.77% |
$204K - $205K
|
33.2K
$1.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.54K+ 3.41% |
$180K - $181K
|
107K
$5.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.2K+ 62.73% |
$162K - $163K
|
8.29K
$422K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.14K+ 38.28% |
$159K - $160K
|
11.3K
$577K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 26.58% |
$151K - $152K
|
14.2K
$723K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.88K+ 3.96% |
$146K - $147K
|
75.6K
$3.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.69K+ 9.31% |
$137K - $137K
|
31.6K
$1.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.47K+ 58.41% |
$126K - $126K
|
6.7K
$342K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.41K+ 2.64% |
$122K - $123K
|
93.7K
$4.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.38K+ 4.76% |
$121K - $122K
|
52.5K
$2.67M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 12.45% |
$120K - $120K
|
21.3K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.32K+ 5.38% |
$118K - $118K
|
45.4K
$2.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 36.16% |
$112K - $112K
|
8.27K
$421K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.17K+ 7.2% |
$110K - $111K
|
32.4K
$1.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.17K+ 4.25% |
$110K - $111K
|
53.3K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.12K+ 3.84% |
$107K - $108K
|
57.2K
$2.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.05K+ 1.12% |
$104K - $105K
|
185K
$9.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.01K+ 6.24% |
$102K - $103K
|
34.2K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2K+ 1.93% |
$102K - $102K
|
105K
$5.37M
|