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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-29.8K- 25.97% |
$1.5M - $1.51M
|
84.9K
$4.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
SELL
|
- |
-31.5K- 28.49% |
$1.58M - $1.6M
|
79.1K
$4.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-32.1K- 51.34% |
$1.61M - $1.62M
|
30.4K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-32.8K- 10.98% |
$1.65M - $1.66M
|
266K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.4K- 9.42% |
$1.68M - $1.69M
|
321K
$16.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-34.6K- 17.51% |
$1.74M - $1.75M
|
163K
$8.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-36.7K- 31.63% |
$1.84M - $1.86M
|
79.3K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-37.3K- 59.65% |
$1.87M - $1.89M
|
25.2K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-38.3K- 19.79% |
$1.92M - $1.94M
|
155K
$7.89M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-40.1K- 39.67% |
$2.02M - $2.03M
|
61K
$3.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-40.9K- 39.53% |
$2.05M - $2.07M
|
62.5K
$3.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-44.4K- 22.53% |
$2.23M - $2.25M
|
153K
$7.77M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-48.6K- 59.04% |
$2.44M - $2.46M
|
33.7K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-50.6K- 87.92% |
$2.54M - $2.56M
|
6.95K
$353K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-58.6K- 15.12% |
$2.94M - $2.96M
|
329K
$16.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-60K- 47.82% |
$3.01M - $3.04M
|
65.4K
$3.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-63K- 32.93% |
$3.17M - $3.19M
|
128K
$6.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-74.2K- 30.83% |
$3.73M - $3.75M
|
166K
$8.46M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-83.2K- 64.73% |
$4.18M - $4.21M
|
45.3K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-87.5K- 99.86% |
$4.4M - $4.43M
|
122
$6.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-93.7K- 89.32% |
$4.71M - $4.74M
|
11.2K
$569K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-96K- 74.19% |
$4.82M - $4.86M
|
33.4K
$1.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-101K- 51.51% |
$5.08M - $5.12M
|
95.2K
$4.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-107K- 51.24% |
$5.36M - $5.4M
|
102K
$5.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-112K- 82.48% |
$5.63M - $5.67M
|
23.8K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-144K- 72.15% |
$7.21M - $7.27M
|
55.4K
$2.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-146K- 25.7% |
$7.35M - $7.41M
|
423K
$21.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-160K- 13.75% |
$8.04M - $8.1M
|
1M
$51M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-270K- 70.71% |
$13.6M - $13.7M
|
112K
$5.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-753K- 98.3% |
$37.8M - $38.1M
|
13K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-759K- 83.16% |
$38.2M - $38.4M
|
154K
$7.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.99M- 56.43% |
$351M - $354M
|
5.4M
$274M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-20.2M- 99.97% |
$1.02B - $1.02B
|
5.55K
$282K
|