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 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-5.26K- 4.81% |
$267K - $269K
|
104K
$5.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.28K- 9.62% |
$268K - $270K
|
49.6K
$2.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.61K- 1.04% |
$285K - $286K
|
536K
$27.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-5.99K- 19.09% |
$304K - $306K
|
25.4K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-8.1K- 13.74% |
$411K - $414K
|
50.8K
$2.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.84K- 26.44% |
$449K - $451K
|
24.6K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.14K- 2.31% |
$464K - $467K
|
386K
$19.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.1K- 7.25% |
$667K - $670K
|
168K
$8.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-14.1K- 22.93% |
$718K - $722K
|
47.5K
$2.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.2K- 6.42% |
$720K - $724K
|
207K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.8K- 32.04% |
$751K - $755K
|
31.3K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-15.3K- 46.94% |
$778K - $782K
|
17.3K
$882K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-17.7K- 11.33% |
$902K - $906K
|
139K
$7.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-22.2K- 45.53% |
$1.13M - $1.13M
|
26.6K
$1.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-22.3K- 47.04% |
$1.13M - $1.14M
|
25.1K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-24.6K- 69.89% |
$1.25M - $1.26M
|
10.6K
$540K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-25.3K- 23.02% |
$1.29M - $1.29M
|
84.7K
$4.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.2K- 41.8% |
$1.58M - $1.59M
|
43.4K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-34.6K- 76.3% |
$1.76M - $1.76M
|
10.7K
$547K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-38.9K- 3.57% |
$1.98M - $1.99M
|
1.05M
$53.6M
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-50.6K- 16.91% |
$2.57M - $2.59M
|
249K
$12.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-60.1K- 43.19% |
$3.05M - $3.07M
|
79K
$4.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.4K- 10.74% |
$3.22M - $3.24M
|
527K
$26.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-125K- 25.83% |
$6.37M - $6.4M
|
360K
$18.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-169K- 39.84% |
$8.61M - $8.66M
|
256K
$13M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-621K- 91.23% |
$31.5M - $31.7M
|
59.7K
$3.04M
|