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 529 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
39,286
shares
|
$2 Million
1.12% of portfolio
|
Q1 2025
Reduced 25.58%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
38,940
shares
|
$1.98 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
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%
|
|
|
My Wealth Management Inc.
|
May 06, 2025 Q1 2025 |
37,958
shares
|
$1.93 Million
1.87% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
37,105
shares
|
$1.89 Million
0.35% of portfolio
|
Q1 2025
Added 48.3%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
36,225
shares
|
$1.84 Million
1.31% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
35,947
shares
|
$1.83 Million
0.07% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35,368
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
34,956
shares
|
$1.78 Million
0.16% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
34,610
shares
|
$1.76 Million
1.01% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
34,568
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 40.92%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
34,351
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
33,881
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
33,876
shares
|
$1.72 Million
0.58% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
33,540
shares
|
$1.71 Million
0.21% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
32,701
shares
|
$1.66 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
32,667
shares
|
$1.66 Million
0.61% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
32,350
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 347.69%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
32,327
shares
|
$1.64 Million
0.16% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
32,201
shares
|
$1.64 Million
0.1% of portfolio
|
Q1 2025
Added 59.4%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
32,129
shares
|
$1.63 Million
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
32,015
shares
|
$1.63 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
31,366
shares
|
$1.59 Million
0.4% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
30,920
shares
|
$1.57 Million
0.93% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
30,795
shares
|
$1.57 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.88%
|