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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,643
shares
|
$439,237
0.0% of portfolio
|
Q4 2024
Reduced 18.61%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
8,635
shares
|
$438,830
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
8,589
shares
|
$436,492
0.57% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
8,550
shares
|
$434,511
0.12% of portfolio
|
Q4 2024
Reduced 66.64%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
8,458
shares
|
$429,835
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
8,424
shares
|
$428,107
0.0% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
8,388
shares
|
$426,278
0.06% of portfolio
|
Q4 2024
Reduced 43.49%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
8,385
shares
|
$426,125
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,368
shares
|
$425,261
0.01% of portfolio
|
Q4 2024
Reduced 51.82%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,334
shares
|
$423,533
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
8,305
shares
|
$422,060
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
8,235
shares
|
$418,502
0.13% of portfolio
|
Q3 2024
Reduced 55.57%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
8,162
shares
|
$414,792
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,127
shares
|
$413,014
0.14% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
8,100
shares
|
$411,642
0.18% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,019
shares
|
$407,525
0.21% of portfolio
|
Q4 2024
Reduced 37.96%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
7,889
shares
|
$400,918
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,840
shares
|
$398,428
0.09% of portfolio
|
Q4 2022
Added 30.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
7,763
shares
|
$394,515
0.01% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,754
shares
|
$394,058
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
7,711
shares
|
$391,873
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,686
shares
|
$390,602
0.1% of portfolio
|
Q4 2024
Added 31.68%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
7,616
shares
|
$387,045
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,506
shares
|
$381,454
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,487
shares
|
$380,489
0.02% of portfolio
|
Q4 2024
Added 1.23%
|