Purchases and Sales Made in Q4 2022 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 2022. 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 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
49KNew |
$2.46M - $2.48M
|
49K
$2.5M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
44.7K+ 42.94% |
$2.25M - $2.26M
|
149K
$7.58M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.8K+ 234.39% |
$2.2M - $2.21M
|
62.4K
$3.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42.7K+ 45.67% |
$2.14M - $2.16M
|
136K
$6.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
41.5K+ 334.05% |
$2.08M - $2.1M
|
53.9K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
39.7KNew |
$1.99M - $2.01M
|
39.7K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
39.6K+ 107.33% |
$1.99M - $2M
|
76.5K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
38.7K+ 13.64% |
$1.94M - $1.96M
|
322K
$16.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
38.5KNew |
$1.93M - $1.95M
|
38.5K
$1.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
35.1KNew |
$1.76M - $1.78M
|
35.1K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34.8K+ 51.49% |
$1.75M - $1.76M
|
102K
$5.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
34.7KNew |
$1.74M - $1.76M
|
34.7K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34.3K+ 215.16% |
$1.72M - $1.74M
|
50.2K
$2.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
33.1KNew |
$1.66M - $1.68M
|
33.1K
$1.69M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
32.2KNew |
$1.62M - $1.63M
|
32.2K
$1.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
31.8KNew |
$1.6M - $1.61M
|
31.8K
$1.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
30.9KNew |
$1.55M - $1.57M
|
30.9K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.5K+ 10.91% |
$1.53M - $1.54M
|
310K
$15.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
29.8K+ 75.4% |
$1.5M - $1.51M
|
69.4K
$3.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
27.7K+ 29.33% |
$1.39M - $1.4M
|
122K
$6.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26.8KNew |
$1.35M - $1.36M
|
26.8K
$1.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
25.5KNew |
$1.28M - $1.29M
|
25.5K
$1.3M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.8KNew |
$1.2M - $1.2M
|
23.8K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23K+ 81.45% |
$1.15M - $1.16M
|
51.2K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
22.2KNew |
$1.11M - $1.12M
|
22.2K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
22.2K+ 66.97% |
$1.11M - $1.12M
|
55.3K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22K+ 19.99% |
$1.11M - $1.11M
|
132K
$6.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
21KNew |
$1.06M - $1.06M
|
21K
$1.07M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
20.1KNew |
$1.01M - $1.02M
|
20.1K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.1K+ 98.35% |
$1.01M - $1.02M
|
40.5K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.9KNew |
$949K - $956K
|
18.9K
$961K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18.1K+ 39.6% |
$910K - $917K
|
63.9K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.7K+ 295.06% |
$889K - $895K
|
23.7K
$1.21M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
17.2KNew |
$862K - $868K
|
17.2K
$873K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
17KNew |
$856K - $863K
|
17K
$868K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.6K+ 274.41% |
$836K - $842K
|
22.7K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.5KNew |
$827K - $833K
|
16.5K
$838K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
16.3KNew |
$818K - $824K
|
16.3K
$828K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15.8KNew |
$795K - $801K
|
15.8K
$805K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
15.1KNew |
$761K - $766K
|
15.1K
$770K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
15.1KNew |
$758K - $764K
|
15.1K
$768K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
15KNew |
$755K - $760K
|
15K
$764K
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.9KNew |
$749K - $755K
|
14.9K
$759K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.6K+ 262.75% |
$732K - $738K
|
20.1K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
14.4KNew |
$725K - $731K
|
14.4K
$735K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
14.3KNew |
$717K - $722K
|
14.3K
$726K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14K+ 59.82% |
$703K - $709K
|
37.4K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
13.8K+ 40.59% |
$693K - $698K
|
47.8K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.3KNew |
$666K - $671K
|
13.3K
$675K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
13.2K+ 16.64% |
$663K - $668K
|
92.5K
$4.71M
|