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 500 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
16,117
shares
|
$817,937
0.31% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
16,094
shares
|
$816,770
0.47% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
16,012
shares
|
$812,609
0.44% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
15,956
shares
|
$809,767
0.16% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,890
shares
|
$806,417
0.17% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
15,547
shares
|
$789,010
0.65% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
15,451
shares
|
$784,138
0.16% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
15,349
shares
|
$778,961
0.32% of portfolio
|
Q1 2025
Added 91.41%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
15,040
shares
|
$763,280
0.06% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
14,945
shares
|
$758,458
0.07% of portfolio
|
Q1 2025
Added 67.08%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
14,917
shares
|
$757,037
0.27% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,668
shares
|
$744,401
0.07% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
14,600
shares
|
$740,950
0.19% of portfolio
|
Q4 2022
Added 37.74%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
14,434
shares
|
$732,525
0.34% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,149
shares
|
$718,061
0.02% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
13,952
shares
|
$708,064
0.03% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,800
shares
|
$700,350
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,780
shares
|
$699,335
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
13,779
shares
|
$699,284
0.22% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
13,745
shares
|
$697,558
0.17% of portfolio
|
Q1 2025
Added 96.13%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,615
shares
|
$690,961
0.02% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
13,338
shares
|
$676,903
0.13% of portfolio
|
Q4 2024
Added 18.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,909
shares
|
$655,131
0.02% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
12,839
shares
|
$651,579
0.35% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
12,800
shares
|
$649,600
0.62% of portfolio
|
Q1 2025
Added 0.73%
|