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 471 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
21,780
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
21,548
shares
|
$1.1 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
21,014
shares
|
$1.07 Million
0.42% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
20,836
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Added 310.48%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
20,831
shares
|
$1.06 Million
1.13% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
20,230
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
20,201
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 41.82%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
20,054
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
20,049
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2023
Added 146.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
20,011
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
19,846
shares
|
$1.01 Million
0.24% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
19,599
shares
|
$996,021
0.21% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
19,598
shares
|
$995,970
0.32% of portfolio
|
Q4 2024
Added 37.74%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
19,441
shares
|
$987,991
0.02% of portfolio
|
Q4 2024
Added 97.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,312
shares
|
$981,435
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
19,286
shares
|
$980,114
0.28% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
18,802
shares
|
$955,517
0.18% of portfolio
|
Q3 2024
Added 98.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
18,591
shares
|
$944,794
0.03% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
18,398
shares
|
$934,986
0.08% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,089
shares
|
$919,282
0.12% of portfolio
|
Q3 2023
Reduced 32.2%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
17,601
shares
|
$894,482
0.61% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,392
shares
|
$883,861
0.03% of portfolio
|
Q3 2024
Added 76.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
17,228
shares
|
$875,526
0.07% of portfolio
|
Q4 2024
Added 22.74%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
17,000
shares
|
$863,940
0.18% of portfolio
|
Q3 2024
Reduced 15.51%
|