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 502 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
26,936
shares
|
$1.37 Million
0.3% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
26,386
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Added 37.13%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
26,259
shares
|
$1.33 Million
1.63% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
26,242
shares
|
$1.33 Million
0.19% of portfolio
|
Q1 2025
Added 212.85%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
25,582
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
25,121
shares
|
$1.27 Million
0.92% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
25,115
shares
|
$1.27 Million
0.1% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
25,020
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 29.51%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
24,920
shares
|
$1.26 Million
0.57% of portfolio
|
Q4 2024
Reduced 23.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
24,531
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
24,189
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
23,738
shares
|
$1.2 Million
0.79% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
23,665
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
23,136
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
22,581
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
21,705
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
21,652
shares
|
$1.1 Million
0.32% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
21,566
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Added 44.76%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
21,067
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2024
Added 68.82%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
21,022
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
20,967
shares
|
$1.06 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
20,811
shares
|
$1.06 Million
0.5% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
20,579
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
20,201
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 41.82%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
20,049
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2023
Added 146.82%
|