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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16,786
shares
|
$853,400
0.01% of portfolio
|
Q2 2024
Added 41.31%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
16,587
shares
|
$843,283
0.45% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,350
shares
|
$831,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
16,207
shares
|
$823,963
0.02% of portfolio
|
Q3 2024
Added 74.83%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
16,091
shares
|
$818,066
0.44% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
15,956
shares
|
$811,203
0.16% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
15,866
shares
|
$806,627
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,852
shares
|
$805,915
0.0% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
15,800
shares
|
$803,272
0.12% of portfolio
|
Q3 2024
Added 50.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,790
shares
|
$802,763
0.03% of portfolio
|
Q3 2024
Added 3340.09%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
15,735
shares
|
$799,967
0.07% of portfolio
|
Q3 2024
Added 33.07%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
15,627
shares
|
$794,476
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
15,547
shares
|
$790,409
0.65% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
15,486
shares
|
$787,308
0.36% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
15,404
shares
|
$783,139
0.16% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
15,108
shares
|
$768,090
0.31% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
14,900
shares
|
$757,516
0.35% of portfolio
|
Q4 2023
Added 52.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
14,844
shares
|
$754,668
0.1% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,719
shares
|
$748,313
0.0% of portfolio
|
Q3 2024
Reduced 20.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,668
shares
|
$745,721
0.07% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
14,646
shares
|
$744,602
0.42% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
14,600
shares
|
$742,264
0.19% of portfolio
|
Q4 2022
Added 37.74%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
14,270
shares
|
$725,486
0.08% of portfolio
|
Q3 2024
Added 82.13%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
14,264
shares
|
$725,181
0.12% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
14,228
shares
|
$723,351
0.25% of portfolio
|
Q3 2024
Added 5.97%
|