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 500 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
846
shares
|
$42,934
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
810
shares
|
$41,107
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
672
shares
|
$34,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
644
shares
|
$32,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
454
shares
|
$23,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
424
shares
|
$21,518
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
390
shares
|
$19,792
0.0% of portfolio
|
Q1 2022
Reduced 48.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
375
shares
|
$19,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
365
shares
|
$18,523
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
319
shares
|
$16,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
300
shares
|
$15,225
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
270
shares
|
$13,702
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
270
shares
|
$13,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
210
shares
|
$10,657
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
193
shares
|
$9,794
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
163
shares
|
$8,272
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
153
shares
|
$7,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
108
shares
|
$5,481
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
105
shares
|
$5,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$5,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
46
shares
|
$2,334
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
21
shares
|
$1,065
0.0% of portfolio
|
Q4 2024
Reduced 90.09%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14
shares
|
$710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|