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 506 institutions that hold shares in the stock, with a total of 48.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,933,050
shares
|
$149 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,399,325
shares
|
$122 Million
0.1% of portfolio
|
Q4 2024
Added 25.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,328,339
shares
|
$118 Million
0.05% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,279,757
shares
|
$65 Million
4.61% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
1,036,968
shares
|
$52.7 Million
1.39% of portfolio
|
Q1 2025
Added 20.82%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,017,236
shares
|
$51.7 Million
5.54% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
929,691
shares
|
$47.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 98.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
919,191
shares
|
$46.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
912,989
shares
|
$46.4 Million
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
767,900
shares
|
$39 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.9%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
707,864
shares
|
$36 Million
16.58% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
695,881
shares
|
$35.4 Million
0.05% of portfolio
|
Q4 2024
Added 30.32%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
685,120
shares
|
$34.8 Million
1.13% of portfolio
|
Q4 2024
Added 54.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
682,936
shares
|
$34.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
616,032
shares
|
$31.3 Million
0.01% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
606,737
shares
|
$30.8 Million
2.8% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
602,612
shares
|
$30.6 Million
0.06% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
595,459
shares
|
$30.3 Million
6.83% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
585,649
shares
|
$29.8 Million
1.36% of portfolio
|
Q1 2025
Added 981.89%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
580,541
shares
|
$29.5 Million
0.3% of portfolio
|
Q4 2024
Added 395.81%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
538,472
shares
|
$27.4 Million
0.06% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
516,882
shares
|
$26.3 Million
15.16% of portfolio
|
Q1 2025
Added 30.72%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
491,440
shares
|
$25 Million
2.17% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
489,411
shares
|
$24.9 Million
0.08% of portfolio
|
Q1 2025
Added 60.54%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
487,739
shares
|
$24.8 Million
0.3% of portfolio
|
Q4 2024
Added 17.24%
|