Institutional Ownership Jp Morgan Ultra Short Mun Inco (JMST)
This table provides information about the institutional ownership of Jp Morgan Ultra Short Mun Inco (JMST). We have compiled data on the 413 institutions that hold shares in the stock, with a total of 35.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,935,542
shares
|
$149 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,676,477
shares
|
$85 Million
0.09% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,585,485
shares
|
$80.4 Million
0.04% of portfolio
|
Q1 2024
Added 1.54%
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
1,335,938
shares
|
$67.7 Million
1.07% of portfolio
|
Q1 2024
Reduced 8.26%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
960,057
shares
|
$48.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Resonant Capital Advisors, LLC
|
May 01, 2024 Q1 2024 |
729,135
shares
|
$37 Million
3.17% of portfolio
|
Q1 2024
Added 7.4%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
726,977
shares
|
$36.9 Million
0.18% of portfolio
|
Q1 2024
Added 8.84%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
707,864
shares
|
$35.9 Million
16.58% of portfolio
|
Q3 2022
Added 1.2%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
693,539
shares
|
$35.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.95%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
653,284
shares
|
$33.1 Million
0.0% of portfolio
|
Q1 2024
Added 4.1%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
638,113
shares
|
$32.3 Million
0.09% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
Bridgewater Advisors Inc.
|
Apr 30, 2024 Q1 2024 |
613,011
shares
|
$31.1 Million
4.66% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
596,600
shares
|
$30.2 Million
0.05% of portfolio
|
Q1 2024
Reduced 26.23%
|
|
Weatherly Asset Management L. P.
|
Apr 18, 2024 Q1 2024 |
566,112
shares
|
$28.7 Million
2.78% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
546,871
shares
|
$27.7 Million
1.7% of portfolio
|
Q1 2024
Added 10.74%
|
|
Global Strategic Investment Solutions, LLC
|
Apr 30, 2024 Q1 2024 |
542,726
shares
|
$27.5 Million
3.43% of portfolio
|
Q1 2024
Added 15.71%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
512,191
shares
|
$26 Million
0.04% of portfolio
|
Q1 2024
Added 3.52%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
414,221
shares
|
$21 Million
0.09% of portfolio
|
Q3 2022
Reduced 7.75%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
389,753
shares
|
$19.8 Million
0.03% of portfolio
|
Q1 2024
Added 18.36%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
382,724
shares
|
$19.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
347,035
shares
|
$17.6 Million
0.4% of portfolio
|
Q1 2024
Reduced 30.82%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
344,896
shares
|
$17.5 Million
0.06% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
329,504
shares
|
$16.7 Million
1.38% of portfolio
|
Q1 2024
Reduced 9.63%
|
|
Advisor Os, LLC
|
May 08, 2024 Q1 2024 |
315,174
shares
|
$16 Million
1.87% of portfolio
|
Q1 2024
Added 8.06%
|
|
Mjp Associates Inc
|
Apr 11, 2024 Q1 2024 |
315,174
shares
|
$16 Million
3.48% of portfolio
|
Q1 2024
Added 8.8%
|