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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
61,078
shares
|
$3.11 Million
1.12% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
60,411
shares
|
$3.07 Million
0.21% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
58,087
shares
|
$2.95 Million
1.58% of portfolio
|
Q3 2024
Added 54.9%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
56,591
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
55,540
shares
|
$2.82 Million
1.73% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
55,239
shares
|
$2.81 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
54,379
shares
|
$2.76 Million
0.62% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
54,177
shares
|
$2.75 Million
0.99% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
53,510
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 35.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
53,138
shares
|
$2.7 Million
0.08% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
52,590
shares
|
$2.67 Million
0.33% of portfolio
|
Q3 2024
Reduced 32.26%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
52,148
shares
|
$2.65 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
51,901
shares
|
$2.64 Million
0.08% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
51,569
shares
|
$2.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,331
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2024
Added 22.27%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
51,325
shares
|
$2.61 Million
0.77% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
51,158
shares
|
$2.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
50,096
shares
|
$2.55 Million
0.12% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
49,883
shares
|
$2.54 Million
0.92% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
49,841
shares
|
$2.53 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
49,600
shares
|
$2.52 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
49,353
shares
|
$2.51 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
48,600
shares
|
$2.47 Million
1.1% of portfolio
|
Q3 2024
Added 41.73%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
48,162
shares
|
$2.45 Million
0.14% of portfolio
|
Q3 2024
Added 31.87%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
47,704
shares
|
$2.43 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.01%
|