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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
81,970
shares
|
$4.16 Million
0.07% of portfolio
|
Q2 2023
Reduced 4.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
80,332
shares
|
$4.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
80,000
shares
|
$4.06 Million
2.2% of portfolio
|
Q3 2023
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
79,066
shares
|
$4.02 Million
0.54% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
78,482
shares
|
$3.99 Million
0.03% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
77,902
shares
|
$3.96 Million
1.18% of portfolio
|
Q3 2024
Added 257.02%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
77,710
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
76,819
shares
|
$3.9 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
76,154
shares
|
$3.87 Million
0.27% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
74,507
shares
|
$3.79 Million
1.27% of portfolio
|
Q2 2023
Reduced 12.02%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
74,432
shares
|
$3.78 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
74,051
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
73,594
shares
|
$3.74 Million
0.77% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
71,463
shares
|
$3.63 Million
0.82% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
70,425
shares
|
$3.58 Million
0.21% of portfolio
|
Q3 2024
Added 24.81%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
70,407
shares
|
$3.58 Million
5.55% of portfolio
|
Q4 2022
Added 92540.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
70,200
shares
|
$3.57 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
69,018
shares
|
$3.51 Million
1.31% of portfolio
|
Q3 2024
Reduced 30.37%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
68,119
shares
|
$3.46 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
67,774
shares
|
$3.44 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
66,206
shares
|
$3.36 Million
0.4% of portfolio
|
Q3 2024
Added 112.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
64,846
shares
|
$3.29 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
64,249
shares
|
$3.26 Million
0.84% of portfolio
|
Q3 2024
Added 358.95%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
63,042
shares
|
$3.2 Million
0.27% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
62,747
shares
|
$3.19 Million
0.05% of portfolio
|
Q2 2024
Added 4.41%
|