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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.81K- 43.48% |
$296K - $297K
|
7.55K
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
SELL
|
- |
-6.67KClosed |
$340K - $340K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-6.8K- 51.13% |
$347K - $347K
|
6.5K
$331K
|
|
|
Jan 11, 2022
Q4 2021
|
Sam Advisors, LLC
|
SELL
|
- |
-6.83K- 30.78% |
$348K - $349K
|
15.4K
$781K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-6.95K- 33.7% |
$354K - $355K
|
13.7K
$696K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-7.08K- 15.93% |
$361K - $361K
|
37.3K
$1.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.27K- 43.86% |
$371K - $371K
|
9.3K
$473K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-7.54K- 6.82% |
$385K - $385K
|
103K
$5.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-7.74K- 13.07% |
$394K - $395K
|
51.5K
$2.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-7.83KClosed |
$399K - $400K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.19KClosed |
$418K - $418K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.6KClosed |
$439K - $439K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-10.1K- 36.55% |
$515K - $516K
|
17.5K
$893K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-10.5K- 30.95% |
$534K - $535K
|
23.3K
$1.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-12.5K- 12.45% |
$637K - $638K
|
87.9K
$4.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-13K- 6.53% |
$660K - $662K
|
185K
$9.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.1K- 36.54% |
$772K - $774K
|
26.3K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.5K- 2.78% |
$788K - $789K
|
540K
$27.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-15.7K- 45.06% |
$799K - $800K
|
19.1K
$972K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.6K- 50.81% |
$848K - $850K
|
16.1K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.8K- 13.6% |
$856K - $857K
|
107K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-19.1K- 36.6% |
$973K - $975K
|
33.1K
$1.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-20.2K- 70.59% |
$1.03M - $1.03M
|
8.41K
$428K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.2K- 49.11% |
$1.03M - $1.03M
|
20.9K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20.4K- 8.42% |
$1.04M - $1.04M
|
222K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-20.5KClosed |
$1.05M - $1.05M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21.2K- 14.91% |
$1.08M - $1.08M
|
121K
$6.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-23.5K- 12.35% |
$1.2M - $1.2M
|
167K
$8.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-24.1K- 63.02% |
$1.23M - $1.23M
|
14.1K
$718K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.3K- 33.69% |
$1.24M - $1.24M
|
47.9K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-34.8K- 23.09% |
$1.77M - $1.78M
|
116K
$5.89M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-35.2K- 11.25% |
$1.8M - $1.8M
|
278K
$14.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-37.6K- 5.18% |
$1.92M - $1.92M
|
688K
$35M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-41.1K- 21.6% |
$2.09M - $2.1M
|
149K
$7.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-50.9K- 35.06% |
$2.6M - $2.6M
|
94.3K
$4.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-54.7K- 33.33% |
$2.79M - $2.79M
|
109K
$5.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-65.3K- 37.98% |
$3.33M - $3.33M
|
107K
$5.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-69.2KClosed |
$3.53M - $3.54M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-83K- 63.9% |
$4.23M - $4.24M
|
46.9K
$2.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-108K- 87.28% |
$5.49M - $5.5M
|
15.7K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-112K- 95.31% |
$5.69M - $5.7M
|
5.5K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-143KClosed |
$7.28M - $7.29M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-198KClosed |
$10.1M - $10.1M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-241K- 90.81% |
$12.3M - $12.3M
|
24.4K
$1.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-269KClosed |
$13.7M - $13.8M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-295KClosed |
$15M - $15M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
SELL
|
- |
-727K- 85.62% |
$37.1M - $37.1M
|
122K
$6.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-1.2M- 63.01% |
$61.3M - $61.4M
|
706K
$35.9M
|