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 529 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
30,701
shares
|
$1.56 Million
0.12% of portfolio
|
Q1 2025
Added 173.14%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
30,490
shares
|
$1.55 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
30,209
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
29,983
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
29,332
shares
|
$1.49 Million
0.29% of portfolio
|
Q1 2025
Added 126.08%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
29,240
shares
|
$1.49 Million
0.69% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
29,213
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
28,800
shares
|
$1.46 Million
0.22% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
28,796
shares
|
$1.46 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
28,143
shares
|
$1.43 Million
0.4% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
27,469
shares
|
$1.4 Million
1.26% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
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%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
26,906
shares
|
$1.37 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
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
|
$1.34 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%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
25,333
shares
|
$1.29 Million
0.35% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
25,121
shares
|
$1.28 Million
0.92% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
25,115
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
24,730
shares
|
$1.26 Million
0.26% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
24,654
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,504
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
24,189
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
23,818
shares
|
$1.21 Million
0.47% of portfolio
|
Q1 2025
Reduced 69.82%
|