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 529 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
481,169
shares
|
$24.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 29.54%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
478,001
shares
|
$24.3 Million
1.19% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
475,919
shares
|
$24.2 Million
0.59% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
443,614
shares
|
$22.6 Million
0.01% of portfolio
|
Q1 2025
Added 102.9%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
436,721
shares
|
$22.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
432,614
shares
|
$22 Million
0.03% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
418,143
shares
|
$21.3 Million
0.08% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
414,221
shares
|
$21.1 Million
0.09% of portfolio
|
Q3 2022
Reduced 7.75%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
405,060
shares
|
$20.6 Million
2.48% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
400,679
shares
|
$20.4 Million
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
395,947
shares
|
$20.1 Million
2.49% of portfolio
|
Q1 2025
Added 108.35%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
387,120
shares
|
$19.7 Million
0.03% of portfolio
|
Q1 2025
Added 70.53%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
372,499
shares
|
$18.9 Million
2.16% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
372,499
shares
|
$18.9 Million
3.36% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
371,461
shares
|
$18.9 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
370,236
shares
|
$18.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
310,375
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
303,361
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
291,711
shares
|
$14.8 Million
0.04% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
290,330
shares
|
$14.8 Million
0.06% of portfolio
|
Q1 2025
Added 160.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
262,352
shares
|
$13.3 Million
0.08% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
249,764
shares
|
$12.7 Million
0.03% of portfolio
|
Q1 2025
Added 70.36%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
248,299
shares
|
$12.6 Million
1.3% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
244,613
shares
|
$12.4 Million
3.84% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
243,538
shares
|
$12.4 Million
3.58% of portfolio
|
Q1 2025
Added 47.9%
|