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 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-4.76K- 3.64% |
$241K - $242K
|
126K
$6.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-4.79K- 25.87% |
$243K - $244K
|
13.7K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-4.91K- 37.96% |
$249K - $250K
|
8.02K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.92K- 42.53% |
$249K - $251K
|
6.65K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.54K- 3.91% |
$281K - $282K
|
136K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.59K- 30.0% |
$283K - $284K
|
13K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.07K- 17.4% |
$308K - $309K
|
28.8K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-6.2K- 1.05% |
$314K - $316K
|
584K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.28K- 5.47% |
$318K - $320K
|
108K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.34K- 36.45% |
$321K - $323K
|
11.1K
$563K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.45K- 33.05% |
$327K - $328K
|
13.1K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.46K- 43.49% |
$327K - $329K
|
8.39K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.25K- 7.63% |
$367K - $369K
|
87.7K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-7.55K- 23.25% |
$383K - $384K
|
24.9K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8.08K- 10.84% |
$409K - $411K
|
66.4K
$3.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-8.27K- 4.17% |
$419K - $421K
|
190K
$9.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8.34K- 2.79% |
$423K - $425K
|
291K
$14.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9K- 51.82% |
$456K - $458K
|
8.37K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.21K- 34.32% |
$466K - $469K
|
17.6K
$898K
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.22K- 6.06% |
$467K - $469K
|
143K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.22K- 6.06% |
$467K - $469K
|
143K
$7.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-9.69K- 50.69% |
$491K - $493K
|
9.42K
$480K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-9.87K- 1.97% |
$500K - $502K
|
491K
$25M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.5K- 29.51% |
$531K - $533K
|
25K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-10.8K- 46.47% |
$548K - $551K
|
12.5K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.9K- 24.04% |
$551K - $553K
|
34.4K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11K- 11.15% |
$560K - $562K
|
88.1K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.9K- 49.04% |
$604K - $606K
|
12.4K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-12.1K- 14.14% |
$612K - $614K
|
73.3K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-13K- 4.89% |
$659K - $662K
|
253K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.2K- 28.59% |
$671K - $674K
|
33.1K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 41.82% |
$736K - $739K
|
20.2K
$1.03M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-15.2K- 27.44% |
$768K - $771K
|
40.1K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.5K- 12.42% |
$786K - $790K
|
109K
$5.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-16.8K- 13.14% |
$850K - $854K
|
111K
$5.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-17.1K- 66.64% |
$865K - $869K
|
8.55K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.7K- 23.84% |
$894K - $898K
|
56.4K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-18.9K- 98.91% |
$957K - $961K
|
209
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21K- 2.23% |
$1.06M - $1.07M
|
919K
$46.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-21.9K- 5.76% |
$1.11M - $1.11M
|
358K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-22.2K- 17.86% |
$1.12M - $1.13M
|
102K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-23.5K- 30.56% |
$1.19M - $1.19M
|
53.3K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-24K- 35.3% |
$1.22M - $1.22M
|
44.1K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-24.1K- 6.34% |
$1.22M - $1.23M
|
356K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-27.5K- 52.76% |
$1.39M - $1.4M
|
24.6K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9K- 18.35% |
$1.67M - $1.68M
|
147K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-44.1K- 85.92% |
$2.23M - $2.24M
|
7.23K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-47.2K- 1.58% |
$2.39M - $2.4M
|
2.93M
$149M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-52.8K- 55.41% |
$2.67M - $2.69M
|
42.5K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.9K- 13.2% |
$2.68M - $2.69M
|
348K
$17.7M
|