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 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.99K+ 3.51% |
$101K - $102K
|
58.8K
$2.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.91K+ 29.95% |
$97K - $97.5K
|
8.28K
$422K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
1.87K+ 12.44% |
$94.8K - $95.3K
|
16.9K
$859K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.86K+ 14.26% |
$94.5K - $95K
|
14.9K
$759K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.79K+ 2.02% |
$90.9K - $91.4K
|
90.2K
$4.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.63K+ 2.78% |
$82.8K - $83.2K
|
60.3K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.59K+ 148.83% |
$80.5K - $80.9K
|
2.65K
$135K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.55K+ 24.21% |
$78.7K - $79.1K
|
7.94K
$405K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.49K+ 5.09% |
$75.5K - $75.9K
|
30.7K
$1.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.35K+ 7.44% |
$68.4K - $68.8K
|
19.5K
$992K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
1.3K+ 10.13% |
$66.1K - $66.4K
|
14.1K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.28K+ 3.58% |
$64.9K - $65.3K
|
37K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.09K+ 9.66% |
$55.3K - $55.6K
|
12.3K
$629K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 2.35% |
$54.9K - $55.2K
|
47K
$2.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.03K+ 0.63% |
$52.3K - $52.6K
|
165K
$8.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.01K+ 2202.17% |
$51.5K - $51.7K
|
1.06K
$54K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
950+ 1.05% |
$48.3K - $48.5K
|
91.7K
$4.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
824+ 10.59% |
$41.9K - $42.1K
|
8.61K
$439K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
764+ 5.75% |
$38.8K - $39K
|
14K
$716K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
625+ 3.63% |
$31.8K - $31.9K
|
17.8K
$908K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
623+ 11.82% |
$31.7K - $31.8K
|
5.89K
$300K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
604+ 11.31% |
$30.7K - $30.8K
|
5.94K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
527+ 8.67% |
$26.8K - $26.9K
|
6.6K
$337K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
454+ 0.38% |
$23.1K - $23.2K
|
120K
$6.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
329+ 0.91% |
$16.7K - $16.8K
|
36.4K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
298+ 408.22% |
$15.1K - $15.2K
|
371
$18.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
276+ 3.05% |
$14K - $14.1K
|
9.32K
$475K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
260+ 1.63% |
$13.2K - $13.3K
|
16.2K
$827K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
133+ 0.66% |
$6.76K - $6.79K
|
20.2K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
114+ 0.7% |
$5.79K - $5.82K
|
16.4K
$835K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
110+ 0.52% |
$5.59K - $5.62K
|
21.3K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
103+ 0.7% |
$5.23K - $5.26K
|
14.8K
$754K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
99+ 1.62% |
$5.03K - $5.06K
|
6.23K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
98+ 0.71% |
$4.98K - $5K
|
13.9K
$711K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
76+ 0.71% |
$3.86K - $3.88K
|
10.8K
$549K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
70+ 1.0% |
$3.56K - $3.57K
|
7.08K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
43+ 0.17% |
$2.18K - $2.2K
|
25.7K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
31+ 0.68% |
$1.58K - $1.58K
|
4.56K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
31+ 0.7% |
$1.58K - $1.58K
|
4.48K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
25+ 0.55% |
$1.27K - $1.28K
|
4.53K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17+ 0.1% |
$864 - $868
|
16.3K
$832K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.63% |
$559 - $562
|
1.76K
$89.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.14% |
$559 - $562
|
7.75K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.74% |
$305 - $306
|
822
$41.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 0.5% |
$203 - $204
|
805
$41K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.52% |
$203 - $204
|
775
$39.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.47% |
$50.8 - $51.1
|
213
$10.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-37- 0.11% |
$1.88K - $1.89K
|
35K
$1.78M
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-37- 0.44% |
$1.88K - $1.89K
|
8.45K
$431K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-40- 0.67% |
$2.03K - $2.04K
|
5.93K
$302K
|