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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,137
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
24,782
shares
|
$1.26 Million
0.91% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
24,750
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2024
Added 66.55%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
24,750
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,652
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 58.97%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
24,286
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 39.57%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
24,228
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 27.68%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
24,115
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
23,738
shares
|
$1.21 Million
0.92% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
23,605
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
23,424
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
23,285
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
22,743
shares
|
$1.16 Million
0.88% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
22,581
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
22,043
shares
|
$1.12 Million
0.82% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
21,780
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
21,721
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Added 1141.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
21,058
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
20,946
shares
|
$1.06 Million
0.47% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
20,831
shares
|
$1.06 Million
1.13% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
20,819
shares
|
$1.06 Million
0.85% of portfolio
|
Q3 2024
Reduced 30.44%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
20,492
shares
|
$1.04 Million
0.4% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
20,400
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
20,230
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
20,119
shares
|
$1.02 Million
0.91% of portfolio
|
Q4 2022
New holding
|