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 |
|---|---|---|---|---|---|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
124,134
shares
|
$6.32 Million
2.92% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
123,416
shares
|
$6.28 Million
0.01% of portfolio
|
Q3 2024
Added 7537.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
122,105
shares
|
$6.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
117,864
shares
|
$6 Million
0.12% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
117,089
shares
|
$5.96 Million
0.06% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,209
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
115,786
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
114,721
shares
|
$5.84 Million
0.1% of portfolio
|
Q3 2024
Added 103.77%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
113,062
shares
|
$5.75 Million
2.07% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
112,606
shares
|
$5.73 Million
0.07% of portfolio
|
Q3 2024
Added 92.53%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
107,470
shares
|
$5.47 Million
0.5% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
103,898
shares
|
$5.29 Million
0.22% of portfolio
|
Q3 2024
Added 39.91%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
100,928
shares
|
$5.14 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
100,908
shares
|
$5.14 Million
1.79% of portfolio
|
Q3 2024
Reduced 33.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
99,100
shares
|
$5.04 Million
0.04% of portfolio
|
Q3 2024
Added 16.45%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
98,773
shares
|
$5.03 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
96,752
shares
|
$4.92 Million
2.22% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
95,255
shares
|
$4.85 Million
0.27% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
95,035
shares
|
$4.84 Million
2.08% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
94,971
shares
|
$4.83 Million
0.47% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
93,253
shares
|
$4.75 Million
0.84% of portfolio
|
Q1 2023
Added 0.6%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
90,220
shares
|
$4.59 Million
0.22% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
85,351
shares
|
$4.34 Million
1.16% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
85,070
shares
|
$4.33 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
83,736
shares
|
$4.26 Million
0.04% of portfolio
|
Q3 2024
Added 1.48%
|