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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1KNew |
$50.3K - $50.9K
|
1K
$50.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
989New |
$49.7K - $50.3K
|
989
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
986+ 10.96% |
$49.6K - $50.2K
|
9.99K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
888+ 1.35% |
$44.7K - $45.2K
|
66.6K
$3.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
825+ 18.1% |
$41.5K - $42K
|
5.38K
$274K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
824+ 15.96% |
$41.4K - $41.9K
|
5.99K
$304K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
814+ 7.22% |
$40.9K - $41.4K
|
12.1K
$615K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
737+ 2.5% |
$37.1K - $37.5K
|
30.2K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
700+ 1.7% |
$35.2K - $35.6K
|
41.8K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
700+ 6.48% |
$35.2K - $35.6K
|
11.5K
$585K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
610+ 5.32% |
$30.7K - $31K
|
12.1K
$614K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
600New |
$30.2K - $30.5K
|
600
$30.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
590+ 12.3% |
$29.7K - $30K
|
5.39K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
495+ 16.42% |
$24.9K - $25.2K
|
3.51K
$178K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
457+ 0.68% |
$23K - $23.3K
|
67.9K
$3.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
365New |
$18.4K - $18.6K
|
365
$18.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
298+ 1.69% |
$15K - $15.2K
|
18K
$914K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
269+ 0.57% |
$13.5K - $13.7K
|
47.4K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
181+ 2.79% |
$9.1K - $9.21K
|
6.68K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
174+ 0.06% |
$8.75K - $8.85K
|
304K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
163New |
$8.2K - $8.29K
|
163
$8.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$7.85K - $7.94K
|
156
$7.93K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
117+ 14.1% |
$5.88K - $5.95K
|
947
$48.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
105+ 2.06% |
$5.28K - $5.34K
|
5.2K
$264K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
83+ 0.38% |
$4.17K - $4.22K
|
21.8K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69New |
$3.47K - $3.51K
|
69
$3.51K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
60+ 0.85% |
$3.02K - $3.05K
|
7.1K
$361K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
59+ 0.43% |
$2.97K - $3K
|
13.8K
$703K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
36+ 0.85% |
$1.81K - $1.83K
|
4.3K
$218K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
26+ 0.57% |
$1.31K - $1.32K
|
4.62K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 1.33% |
$1.11K - $1.12K
|
1.68K
$85.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20+ 0.88% |
$1.01K - $1.02K
|
2.29K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19+ 0.39% |
$956 - $967
|
4.93K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
5+ 1.97% |
$251 - $254
|
259
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.02% |
$101 - $102
|
8.41K
$427K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$50.3 - $50.9
|
1
$50.8
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-6- 0.1% |
$302 - $305
|
6.07K
$309K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-12- 0.03% |
$603 - $611
|
46.4K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-16- 0.29% |
$805 - $814
|
5.41K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 0.16% |
$2.01K - $2.04K
|
25.4K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-58- 0.36% |
$2.92K - $2.95K
|
16.1K
$819K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-171- 2.5% |
$8.6K - $8.7K
|
6.67K
$339K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-198- 4.61% |
$9.96K - $10.1K
|
4.1K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-237- 2.87% |
$11.9K - $12.1K
|
8.03K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-292- 4.59% |
$14.7K - $14.9K
|
6.07K
$308K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-357- 5.06% |
$18K - $18.2K
|
6.7K
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-400- 3.41% |
$20.1K - $20.4K
|
11.3K
$575K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-418- 1.33% |
$21K - $21.3K
|
31K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-425- 6.01% |
$21.4K - $21.6K
|
6.65K
$338K
|