Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.22K+ 2.32% |
$61.8K - $62K
|
53.8K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.2K+ 15.48% |
$60.6K - $60.9K
|
8.92K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.11K+ 1.31% |
$56.4K - $56.7K
|
86.2K
$4.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
955+ 1.28% |
$48.4K - $48.6K
|
75.4K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
826+ 5.79% |
$41.9K - $42K
|
15.1K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
689+ 10.9% |
$34.9K - $35.1K
|
7.01K
$356K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
480+ 9.28% |
$24.3K - $24.4K
|
5.65K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
322+ 6.85% |
$16.3K - $16.4K
|
5.02K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
129+ 0.81% |
$6.54K - $6.57K
|
16K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
49+ 0.49% |
$2.48K - $2.49K
|
9.96K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
42+ 0.82% |
$2.13K - $2.14K
|
5.19K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.13% |
$659 - $662
|
10.2K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-53- 0.19% |
$2.69K - $2.7K
|
27.7K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-94- 2.2% |
$4.76K - $4.78K
|
4.18K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-155- 3.28% |
$7.85K - $7.89K
|
4.56K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-326- 5.37% |
$16.5K - $16.6K
|
5.74K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-384- 2.02% |
$19.5K - $19.5K
|
18.6K
$944K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-495- 10.73% |
$25.1K - $25.2K
|
4.12K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-496- 0.4% |
$25.1K - $25.2K
|
124K
$6.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-929- 7.58% |
$47.1K - $47.3K
|
11.3K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-941- 2.43% |
$47.7K - $47.9K
|
37.8K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-960- 2.91% |
$48.6K - $48.9K
|
32K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.08K- 2.57% |
$54.9K - $55.2K
|
41K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$61K - $61.3K
|
35.8K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.73K- 62.45% |
$87.4K - $87.8K
|
1.04K
$52.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.91K- 1.03% |
$96.5K - $97K
|
182K
$9.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2K- 4.01% |
$101K - $102K
|
47.9K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 15.65% |
$103K - $103K
|
10.9K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.24K- 31.24% |
$114K - $114K
|
4.94K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.89K- 7.35% |
$146K - $147K
|
36.4K
$1.85M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3.46K- 20.87% |
$175K - $176K
|
13.1K
$667K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.37K- 41.01% |
$221K - $222K
|
6.28K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-4.53K- 5.73% |
$229K - $231K
|
74.5K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-4.79K- 25.87% |
$243K - $244K
|
13.7K
$697K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8.08K- 10.84% |
$409K - $411K
|
66.4K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-8.27K- 4.17% |
$419K - $421K
|
190K
$9.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-9.69K- 50.69% |
$491K - $493K
|
9.42K
$479K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-9.87K- 1.97% |
$500K - $502K
|
491K
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.9K- 49.04% |
$604K - $606K
|
12.4K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-13K- 4.89% |
$659K - $662K
|
253K
$12.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-17.1K- 66.64% |
$865K - $869K
|
8.55K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-22.2K- 17.86% |
$1.12M - $1.13M
|
102K
$5.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-23.5K- 30.56% |
$1.19M - $1.19M
|
53.3K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-52.8K- 55.41% |
$2.67M - $2.69M
|
42.5K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-417K- 97.75% |
$21.1M - $21.2M
|
9.61K
$488K
|