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 493 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
10,078
shares
|
$512,163
0.1% of portfolio
|
Q4 2024
Reduced 17.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
10,000
shares
|
$508,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
9,956
shares
|
$505,963
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
9,930
shares
|
$504,642
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
9,786
shares
|
$497,324
0.04% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
9,734
shares
|
$494,681
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
9,608
shares
|
$488,278
0.02% of portfolio
|
Q4 2024
Reduced 97.75%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,451
shares
|
$480,299
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
9,422
shares
|
$478,826
0.26% of portfolio
|
Q4 2024
Reduced 50.69%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
9,320
shares
|
$473,642
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
9,300
shares
|
$472,626
0.03% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
9,143
shares
|
$464,647
0.05% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,142
shares
|
$464,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,130
shares
|
$463,986
0.01% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,089
shares
|
$461,902
0.01% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,084
shares
|
$461,648
0.01% of portfolio
|
Q2 2024
Added 10.24%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
9,079
shares
|
$461,394
0.02% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
8,989
shares
|
$456,820
0.03% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
8,983
shares
|
$456,516
0.06% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,945
shares
|
$454,584
0.04% of portfolio
|
Q2 2024
Added 80.89%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,920
shares
|
$453,314
0.07% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
8,886
shares
|
$451,586
0.21% of portfolio
|
Q1 2023
Reduced 68.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
8,865
shares
|
$450,519
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
8,765
shares
|
$445,437
0.02% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,663
shares
|
$440,253
0.22% of portfolio
|
Q4 2024
New holding
|