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
|
Hartford Financial Management Inc.
|
SELL
|
- |
-44- 0.42% |
$2.24K - $2.25K
|
10.4K
$532K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.18% |
$2.54K - $2.55K
|
28K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-133- 0.93% |
$6.76K - $6.79K
|
14.1K
$720K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-133- 10.14% |
$6.76K - $6.79K
|
1.18K
$60.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-161- 0.86% |
$8.18K - $8.22K
|
18.7K
$951K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-188- 1.55% |
$9.55K - $9.6K
|
11.9K
$609K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-225- 0.64% |
$11.4K - $11.5K
|
35.1K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-254- 30.46% |
$12.9K - $13K
|
580
$29.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-320- 2.5% |
$16.3K - $16.3K
|
12.5K
$635K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-336- 6.38% |
$17.1K - $17.2K
|
4.93K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-374- 2.79% |
$19K - $19.1K
|
13K
$665K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-392- 0.45% |
$19.9K - $20K
|
87.6K
$4.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-397- 3.62% |
$20.2K - $20.3K
|
10.6K
$539K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-452- 6.21% |
$23K - $23.1K
|
6.83K
$348K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-589- 11.39% |
$29.9K - $30.1K
|
4.58K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-642- 4.5% |
$32.6K - $32.8K
|
13.6K
$694K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-726- 6.14% |
$36.9K - $37.1K
|
11.1K
$566K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-750- 39.58% |
$38.1K - $38.3K
|
1.15K
$58.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-776- 1.87% |
$39.4K - $39.6K
|
40.6K
$2.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-795- 5.65% |
$40.4K - $40.6K
|
13.3K
$677K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-850- 0.71% |
$43.2K - $43.4K
|
120K
$6.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-948- 1.61% |
$48.2K - $48.4K
|
58.1K
$2.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-985- 25.62% |
$50K - $50.3K
|
2.86K
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.03K- 2.3% |
$52.3K - $52.6K
|
43.8K
$2.23M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.97% |
$55.9K - $56.2K
|
35.9K
$1.83M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.2K- 4.48% |
$61.2K - $61.5K
|
25.7K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.3K- 0.32% |
$65.8K - $66.2K
|
410K
$20.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.43K- 1.69% |
$72.8K - $73.1K
|
83.4K
$4.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.49K- 18.07% |
$75.5K - $75.9K
|
6.74K
$343K
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
SELL
|
- |
-1.59K- 3.96% |
$81K - $81.4K
|
38.6K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.6K- 15.38% |
$81.3K - $81.7K
|
8.8K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.63K- 13.78% |
$83K - $83.4K
|
10.2K
$521K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 20.92% |
$85.6K - $86K
|
6.36K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.69K- 10.67% |
$86K - $86.4K
|
14.2K
$722K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.88K- 6.8% |
$95.3K - $95.8K
|
25.7K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.92K- 21.61% |
$97.5K - $98K
|
6.96K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.97K- 26.51% |
$100K - $101K
|
5.46K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.41K- 3.86% |
$123K - $123K
|
60.1K
$3.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.89K- 2.91% |
$147K - $148K
|
96.3K
$4.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.97K- 18.16% |
$151K - $152K
|
13.4K
$683K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-3.01K- 15.9% |
$153K - $154K
|
15.9K
$811K
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-3.43K- 11.84% |
$174K - $175K
|
25.5K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4K- 44.44% |
$203K - $204K
|
5K
$255K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.36K- 5.24% |
$221K - $223K
|
78.8K
$4.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.53K- 10.31% |
$230K - $232K
|
39.5K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-4.6K- 6.7% |
$234K - $235K
|
64.1K
$3.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.7K- 0.89% |
$239K - $240K
|
525K
$26.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-5.05K- 6.11% |
$257K - $258K
|
77.7K
$3.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.11K- 10.46% |
$260K - $261K
|
43.8K
$2.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-5.26K- 12.14% |
$267K - $268K
|
38K
$1.94M
|