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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47,410
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
47,341
shares
|
$2.41 Million
0.74% of portfolio
|
Q3 2024
Added 120.93%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
46,800
shares
|
$2.38 Million
0.28% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
46,638
shares
|
$2.37 Million
1.65% of portfolio
|
Q3 2024
Added 20.01%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
46,412
shares
|
$2.36 Million
0.82% of portfolio
|
Q3 2024
Added 331.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
46,283
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2024
Reduced 48.39%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
45,518
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
45,469
shares
|
$2.31 Million
1.97% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
45,244
shares
|
$2.3 Million
0.09% of portfolio
|
Q2 2024
Added 8.48%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
45,232
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2024
Added 70.13%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
44,447
shares
|
$2.26 Million
0.92% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
43,584
shares
|
$2.21 Million
0.1% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
42,514
shares
|
$2.16 Million
0.33% of portfolio
|
Q3 2024
Added 24.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
42,337
shares
|
$2.15 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
42,107
shares
|
$2.14 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
41,120
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
39,658
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 74.97%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
39,273
shares
|
$2 Million
0.5% of portfolio
|
Q3 2024
Added 232.77%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
38,992
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
38,928
shares
|
$1.98 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
38,751
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
38,536
shares
|
$1.96 Million
0.34% of portfolio
|
Q3 2024
Added 81.92%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
37,723
shares
|
$1.92 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
37,671
shares
|
$1.91 Million
0.62% of portfolio
|
Q3 2024
Reduced 29.98%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
36,977
shares
|
$1.88 Million
1.23% of portfolio
|
Q3 2024
Reduced 44.25%
|