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 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.1K+ 44.2% |
$658K - $663K
|
42.8K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13K+ 30.22% |
$653K - $658K
|
56K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.9KNew |
$650K - $655K
|
12.9K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.5KNew |
$629K - $634K
|
12.5K
$637K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.2K+ 188.48% |
$611K - $615K
|
18.6K
$946K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
12.1K+ 10.25% |
$609K - $614K
|
130K
$6.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
12K+ 79.42% |
$601K - $605K
|
27K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.9KNew |
$596K - $601K
|
11.9K
$603K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.4K+ 10.73% |
$574K - $578K
|
118K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
11KNew |
$553K - $557K
|
11K
$559K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
10.9KNew |
$547K - $551K
|
10.9K
$554K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.3KNew |
$519K - $523K
|
10.3K
$525K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
10.2K+ 242.76% |
$510K - $514K
|
14.3K
$729K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10.1K+ 23.86% |
$508K - $512K
|
52.5K
$2.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
10KNew |
$502K - $506K
|
10K
$508K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.8KNew |
$492K - $496K
|
9.8K
$498K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.74K+ 1307.92% |
$490K - $493K
|
10.5K
$533K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$489K - $493K
|
9.74K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.71KNew |
$488K - $492K
|
9.71K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.37K+ 51.43% |
$471K - $474K
|
27.6K
$1.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.09K+ 204.52% |
$457K - $460K
|
13.5K
$688K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.02K+ 13.88% |
$453K - $457K
|
74K
$3.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.85K+ 131.48% |
$445K - $448K
|
15.6K
$792K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
8.85KNew |
$444K - $448K
|
8.85K
$450K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.78K+ 21.67% |
$441K - $444K
|
49.3K
$2.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
8.71KNew |
$437K - $441K
|
8.71K
$443K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
8.44K+ 12.36% |
$424K - $427K
|
76.8K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.11KNew |
$408K - $411K
|
8.11K
$412K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.04K+ 163.89% |
$404K - $407K
|
12.9K
$658K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
8.03KNew |
$403K - $406K
|
8.03K
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
8K+ 164.1% |
$402K - $405K
|
12.9K
$655K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.48KNew |
$376K - $378K
|
7.48K
$380K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
7.01KNew |
$352K - $355K
|
7.01K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.83KNew |
$343K - $346K
|
6.83K
$347K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
6.36K+ 132.61% |
$320K - $322K
|
11.2K
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.14K+ 1007.55% |
$308K - $311K
|
6.75K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.14K+ 1007.55% |
$308K - $311K
|
6.75K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.99KNew |
$301K - $303K
|
5.99K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.86KNew |
$294K - $297K
|
5.86K
$298K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.85KNew |
$294K - $296K
|
5.85K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.83K+ 89.79% |
$293K - $295K
|
12.3K
$626K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.73KNew |
$288K - $290K
|
5.73K
$291K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.08K+ 15.85% |
$255K - $257K
|
37.1K
$1.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.83KNew |
$243K - $244K
|
4.83K
$246K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4.67K+ 28.38% |
$235K - $236K
|
21.1K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
4.63K+ 29.78% |
$233K - $234K
|
20.2K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.63K+ 11.57% |
$232K - $234K
|
44.6K
$2.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.53K+ 10.84% |
$228K - $229K
|
46.3K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.26K+ 2.53% |
$214K - $215K
|
172K
$8.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.16K+ 11.1% |
$209K - $211K
|
41.7K
$2.12M
|