Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
190+ 2.85% |
$9.69K - $9.71K
|
6.86K
$349K
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
176+ 0.76% |
$8.97K - $8.99K
|
23.2K
$1.18M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
166+ 11.0% |
$8.46K - $8.48K
|
1.68K
$85.2K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101+ 0.8% |
$5.15K - $5.16K
|
12.7K
$645K
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
83+ 0.39% |
$4.23K - $4.24K
|
21.4K
$1.09M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3+ 0.02% |
$153 - $153
|
17.3K
$882K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2+ 0.04% |
$102 - $102
|
4.9K
$249K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.03% |
$102 - $102
|
7.41K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.04% |
$102 - $102
|
4.54K
$231K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4Closed |
$204 - $204
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-46- 0.72% |
$2.35K - $2.35K
|
6.38K
$324K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-67- 0.11% |
$3.42K - $3.42K
|
60.3K
$3.06M
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-178- 3.22% |
$9.08K - $9.09K
|
5.35K
$272K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-216- 35.12% |
$11K - $11K
|
399
$20.3K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-270- 11.24% |
$13.8K - $13.8K
|
2.13K
$108K
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-300- 1.25% |
$15.3K - $15.3K
|
23.8K
$1.21M
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-365- 7.68% |
$18.6K - $18.6K
|
4.39K
$223K
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-450- 0.48% |
$22.9K - $23K
|
92.4K
$4.7M
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-498- 12.39% |
$25.4K - $25.4K
|
3.52K
$179K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-663- 4.15% |
$33.8K - $33.9K
|
15.3K
$779K
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
SELL
|
- |
-1K- 6.68% |
$51K - $51.1K
|
14K
$711K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.02K- 18.83% |
$51.9K - $51.9K
|
4.39K
$223K
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 18.06% |
$51.9K - $52K
|
4.62K
$235K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.12K- 4.48% |
$57K - $57.1K
|
23.8K
$1.21M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.18K- 2.57% |
$60.2K - $60.3K
|
44.7K
$2.27M
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.19K- 1.32% |
$60.9K - $61K
|
89.4K
$4.55M
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.3K- 1.17% |
$66.3K - $66.4K
|
110K
$5.59M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.34K- 1.91% |
$68.5K - $68.7K
|
69.1K
$3.52M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.39K- 8.62% |
$70.7K - $70.8K
|
14.7K
$748K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 34.72% |
$71K - $71.1K
|
2.62K
$133K
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.76K- 16.5% |
$89.7K - $89.9K
|
8.91K
$453K
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-1.96K- 10.42% |
$99.9K - $100K
|
16.9K
$857K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.09K- 0.57% |
$106K - $107K
|
364K
$18.5M
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.16K- 0.69% |
$110K - $110K
|
313K
$15.9M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.17K- 8.77% |
$111K - $111K
|
22.6K
$1.15M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.23K- 24.94% |
$114K - $114K
|
6.72K
$341K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.35K- 16.17% |
$120K - $120K
|
12.2K
$618K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-2.38K- 46.95% |
$121K - $122K
|
2.69K
$137K
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.73K- 19.2% |
$139K - $140K
|
11.5K
$585K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.3KClosed |
$168K - $169K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.67K- 24.13% |
$187K - $188K
|
11.6K
$587K
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.43KClosed |
$226K - $226K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.53K- 13.29% |
$231K - $231K
|
29.5K
$1.5M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-4.59K- 18.85% |
$234K - $235K
|
19.8K
$1.01M
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.67K- 34.36% |
$238K - $238K
|
8.92K
$453K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.9K- 34.09% |
$250K - $250K
|
9.46K
$481K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.01K- 1.85% |
$256K - $256K
|
266K
$13.5M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-5.29K- 11.53% |
$270K - $270K
|
40.6K
$2.06M
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-5.3K- 14.38% |
$270K - $271K
|
31.5K
$1.6M
|