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 |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
14,083
shares
|
$715,979
0.13% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
14,036
shares
|
$713,590
0.07% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
13,940
shares
|
$708,709
0.23% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,780
shares
|
$700,575
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
13,741
shares
|
$698,592
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,717
shares
|
$697,372
0.14% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
13,533
shares
|
$688,017
0.04% of portfolio
|
Q3 2024
Added 65.99%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
13,533
shares
|
$688,017
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,352
shares
|
$678,815
0.02% of portfolio
|
Q3 2024
Added 117.18%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
12,988
shares
|
$660,309
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,949
shares
|
$658,327
0.14% of portfolio
|
Q3 2024
Added 60.26%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
12,926
shares
|
$657,157
0.42% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
12,901
shares
|
$655,886
0.31% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
12,791
shares
|
$650,294
0.06% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
12,479
shares
|
$634,432
0.12% of portfolio
|
Q2 2024
Added 3.2%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
12,321
shares
|
$626,399
0.19% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
12,252
shares
|
$622,891
0.35% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
12,242
shares
|
$622,383
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
12,208
shares
|
$620,654
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,200
shares
|
$620,248
0.02% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
12,100
shares
|
$615,164
0.01% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
12,049
shares
|
$612,571
0.02% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
11,985
shares
|
$609,317
0.03% of portfolio
|
Q3 2024
Reduced 65.26%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
11,975
shares
|
$608,809
0.11% of portfolio
|
Q1 2024
Reduced 46.12%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
11,816
shares
|
$600,725
0.06% of portfolio
|
Q1 2024
Added 4.42%
|