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 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
386,800
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2024
Added 84.01%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
379,638
shares
|
$19.3 Million
3.74% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
379,638
shares
|
$19.3 Million
2.0% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
373,960
shares
|
$19 Million
0.5% of portfolio
|
Q3 2024
Added 28.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
373,519
shares
|
$19 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
351,993
shares
|
$17.9 Million
0.41% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
342,420
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
299,542
shares
|
$15.2 Million
0.05% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
299,307
shares
|
$15.2 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
296,905
shares
|
$15.1 Million
10.41% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
294,332
shares
|
$15 Million
10.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
266,043
shares
|
$13.5 Million
4.41% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
248,540
shares
|
$12.7 Million
1.28% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
241,027
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
239,495
shares
|
$12.2 Million
7.05% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
233,754
shares
|
$11.9 Million
3.24% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
224,308
shares
|
$11.4 Million
2.04% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
217,886
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
199,306
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
198,307
shares
|
$10.1 Million
1.23% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
191,385
shares
|
$9.74 Million
0.67% of portfolio
|
Q3 2024
Added 124.52%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
186,836
shares
|
$9.51 Million
2.61% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
184,870
shares
|
$9.41 Million
0.14% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
184,302
shares
|
$9.38 Million
4.37% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
179,924
shares
|
$9.16 Million
1.32% of portfolio
|
Q3 2024
Added 14.29%
|