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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,147,636
shares
|
$160 Million
0.13% of portfolio
|
Q1 2025
Added 31.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,066,845
shares
|
$156 Million
0.01% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,710,883
shares
|
$138 Million
0.06% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,324,349
shares
|
$67.4 Million
0.02% of portfolio
|
Q1 2025
Added 44.08%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,279,757
shares
|
$65.1 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
|
$47.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 98.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
918,721
shares
|
$46.7 Million
0.08% of portfolio
|
Q1 2025
Added 32.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
902,393
shares
|
$45.9 Million
0.07% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
860,578
shares
|
$43.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
822,298
shares
|
$41.8 Million
1.41% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
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%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
665,492
shares
|
$33.8 Million
0.01% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
642,616
shares
|
$32.7 Million
0.11% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
639,956
shares
|
$32.5 Million
0.27% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
606,737
shares
|
$30.9 Million
2.8% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
548,025
shares
|
$27.9 Million
0.01% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
546,570
shares
|
$27.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
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%
|