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 463 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
270
shares
|
$13,718
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
212
shares
|
$10,771
0.01% of portfolio
|
Q3 2024
Reduced 47.78%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$10,162
0.0% of portfolio
|
Q2 2024
Reduced 98.87%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
193
shares
|
$9,806
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
163
shares
|
$8,282
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
161
shares
|
$8,180
0.0% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
160
shares
|
$8,129
0.0% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
138
shares
|
$7,011
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
78
shares
|
$3,963
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
46
shares
|
$2,337
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$1,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|