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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
18,254
shares
|
$928,398
0.38% of portfolio
|
Q1 2025
Added 302.07%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,089
shares
|
$920,006
0.12% of portfolio
|
Q3 2023
Reduced 32.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
17,986
shares
|
$914,767
0.0% of portfolio
|
Q1 2025
Reduced 70.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
17,975
shares
|
$914,208
0.14% of portfolio
|
Q1 2025
Added 16543.52%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
17,619
shares
|
$896,102
0.17% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
17,461
shares
|
$888,066
0.51% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,360
shares
|
$882,929
0.02% of portfolio
|
Q1 2025
Added 53.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
17,179
shares
|
$873,723
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
17,056
shares
|
$867,468
0.9% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
17,024
shares
|
$865,840
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
16,935
shares
|
$861,314
0.09% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
16,894
shares
|
$859,228
0.42% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
16,440
shares
|
$836,138
0.56% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
16,153
shares
|
$821,541
0.03% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
16,117
shares
|
$819,710
0.31% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
16,094
shares
|
$818,540
0.47% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
15,931
shares
|
$810,250
0.02% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
15,913
shares
|
$809,335
0.43% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,890
shares
|
$808,165
0.17% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
15,880
shares
|
$807,656
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
15,861
shares
|
$806,690
0.09% of portfolio
|
Q1 2025
Reduced 44.98%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
15,710
shares
|
$799,010
0.67% of portfolio
|
Q1 2025
Added 25.14%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
15,547
shares
|
$790,720
0.65% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
15,349
shares
|
$780,650
0.32% of portfolio
|
Q1 2025
Added 91.41%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
15,228
shares
|
$774,496
0.01% of portfolio
|
Q1 2025
Added 50.09%
|