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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
20,054
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
20,049
shares
|
$1.02 Million
0.38% of portfolio
|
Q4 2023
Added 146.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
19,953
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Added 95.23%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
19,846
shares
|
$1.01 Million
0.24% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
19,599
shares
|
$996,413
0.21% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
19,518
shares
|
$992,295
0.18% of portfolio
|
Q3 2024
Reduced 64.42%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
19,432
shares
|
$987,922
1.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,312
shares
|
$981,822
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
19,109
shares
|
$971,501
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
18,975
shares
|
$964,689
0.03% of portfolio
|
Q3 2024
Reduced 38.74%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
18,802
shares
|
$955,893
0.18% of portfolio
|
Q3 2024
Added 98.25%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
18,620
shares
|
$946,640
0.2% of portfolio
|
Q3 2024
Added 68.38%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
18,519
shares
|
$941,505
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
18,508
shares
|
$940,946
0.27% of portfolio
|
Q3 2024
Added 351.75%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
18,425
shares
|
$936,727
0.15% of portfolio
|
Q3 2024
Reduced 60.95%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
18,398
shares
|
$935,354
0.08% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,089
shares
|
$919,644
0.12% of portfolio
|
Q3 2023
Reduced 32.2%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
17,601
shares
|
$894,834
0.61% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
17,493
shares
|
$889,344
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,392
shares
|
$884,209
0.03% of portfolio
|
Q3 2024
Added 76.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
17,368
shares
|
$882,989
0.02% of portfolio
|
Q3 2024
Added 216.36%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
17,219
shares
|
$875,413
0.45% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
17,071
shares
|
$867,889
0.09% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
17,000
shares
|
$864,280
0.18% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
16,816
shares
|
$854,925
0.25% of portfolio
|
Q3 2024
Added 71.57%
|