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 470 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
13,741
shares
|
$699,416
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
13,728
shares
|
$698,755
0.6% of portfolio
|
Q4 2024
Reduced 25.87%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,717
shares
|
$698,195
0.14% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,615
shares
|
$693,003
0.02% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
13,533
shares
|
$688,829
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
13,533
shares
|
$688,829
0.04% of portfolio
|
Q3 2024
Added 65.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,352
shares
|
$679,616
0.02% of portfolio
|
Q3 2024
Added 117.18%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
13,126
shares
|
$668,113
0.36% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
13,068
shares
|
$665,161
0.12% of portfolio
|
Q4 2024
Reduced 33.05%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
13,034
shares
|
$663,430
0.14% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
12,974
shares
|
$660,376
0.13% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
12,926
shares
|
$657,933
0.05% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
12,926
shares
|
$657,933
0.42% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
12,901
shares
|
$656,660
0.31% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
12,792
shares
|
$651,112
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
12,554
shares
|
$638,998
0.54% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
12,375
shares
|
$629,887
0.06% of portfolio
|
Q4 2024
Reduced 49.04%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
12,321
shares
|
$627,138
0.19% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
12,288
shares
|
$625,459
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,200
shares
|
$620,980
0.02% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
11,975
shares
|
$609,527
0.11% of portfolio
|
Q1 2024
Reduced 46.12%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
11,816
shares
|
$601,434
0.06% of portfolio
|
Q1 2024
Added 4.42%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
11,750
shares
|
$598,075
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
11,745
shares
|
$597,820
0.09% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,660
shares
|
$593,494
0.08% of portfolio
|
Q2 2024
Reduced 35.79%
|