Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19.3KNew |
$971K - $983K
|
19.3K
$983K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
18.9KNew |
$948K - $959K
|
18.9K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
18.4KNew |
$924K - $935K
|
18.4K
$935K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.1K+ 3.79% |
$908K - $918K
|
495K
$25.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17K+ 15.37% |
$854K - $864K
|
127K
$6.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
16.5K+ 34.07% |
$829K - $839K
|
64.9K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.7K+ 60.89% |
$787K - $796K
|
41.4K
$2.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2K+ 15.37% |
$764K - $773K
|
114K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.7K+ 10.53% |
$741K - $750K
|
155K
$7.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.2KNew |
$713K - $721K
|
14.2K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.9K+ 122.34% |
$700K - $708K
|
25.3K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
13.9KNew |
$697K - $705K
|
13.9K
$705K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
13.7KNew |
$690K - $698K
|
13.7K
$698K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
13.3KNew |
$671K - $679K
|
13.3K
$679K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
12.7K+ 69.75% |
$636K - $644K
|
30.8K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6K+ 54.7% |
$635K - $643K
|
35.7K
$1.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
12.2KNew |
$614K - $621K
|
12.2K
$621K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
12KNew |
$606K - $613K
|
12K
$613K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
11.9K+ 146.82% |
$600K - $607K
|
20K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
11.2KNew |
$563K - $569K
|
11.2K
$569K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10.8K+ 8.52% |
$544K - $551K
|
138K
$7.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
10KNew |
$505K - $511K
|
10K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10KNew |
$503K - $509K
|
10K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.96KNew |
$501K - $507K
|
9.96K
$507K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.92K+ 38.38% |
$499K - $504K
|
35.7K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.49KNew |
$477K - $483K
|
9.49K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.48K+ 75.73% |
$477K - $482K
|
22K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9.17K+ 20.99% |
$461K - $467K
|
52.9K
$2.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
9.03K+ 7.44% |
$454K - $460K
|
130K
$6.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.89KNew |
$447K - $452K
|
8.89K
$452K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.82KNew |
$444K - $449K
|
8.82K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.82KNew |
$444K - $449K
|
8.82K
$449K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8.63KNew |
$434K - $439K
|
8.63K
$439K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
8.59K+ 10.51% |
$432K - $437K
|
90.3K
$4.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.5KNew |
$427K - $432K
|
8.5K
$433K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.29K+ 342.74% |
$417K - $422K
|
10.7K
$545K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
8.22KNew |
$413K - $418K
|
8.22K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.98K+ 5.26% |
$401K - $406K
|
160K
$8.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.87K+ 15.97% |
$396K - $400K
|
57.2K
$2.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.75K+ 6.7% |
$390K - $394K
|
123K
$6.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
7.68KNew |
$386K - $391K
|
7.68K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.61K+ 7.0% |
$382K - $387K
|
116K
$5.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.52KNew |
$378K - $383K
|
7.52K
$383K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.27K+ 7.72% |
$365K - $370K
|
101K
$5.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.25KNew |
$365K - $369K
|
7.25K
$369K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.89K+ 346.83% |
$346K - $350K
|
8.87K
$452K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.56KNew |
$330K - $334K
|
6.56K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.56K+ 3.85% |
$330K - $334K
|
177K
$9M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.48K+ 16.77% |
$326K - $330K
|
45.1K
$2.29M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
6.35KNew |
$319K - $323K
|
6.35K
$323K
|