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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
15,040
shares
|
$764,934
0.06% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
15,018
shares
|
$763,815
0.07% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
14,945
shares
|
$760,102
0.07% of portfolio
|
Q1 2025
Added 67.08%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
14,917
shares
|
$758,678
0.27% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
14,854
shares
|
$755,474
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
14,842
shares
|
$754,864
0.36% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,668
shares
|
$746,014
0.07% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
14,600
shares
|
$742,556
0.2% of portfolio
|
Q4 2022
Added 37.74%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
14,594
shares
|
$742,250
0.15% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
14,440
shares
|
$734,418
0.11% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
14,022
shares
|
$713,158
0.07% of portfolio
|
Q1 2025
Reduced 33.3%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
14,012
shares
|
$712,650
0.0% of portfolio
|
Q1 2025
Added 48.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,010
shares
|
$712,548
0.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
13,952
shares
|
$709,598
0.03% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,943
shares
|
$709,140
0.02% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,800
shares
|
$701,868
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,780
shares
|
$700,850
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
13,779
shares
|
$700,799
0.22% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
13,745
shares
|
$699,070
0.17% of portfolio
|
Q1 2025
Added 96.13%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
13,615
shares
|
$692,458
0.02% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
13,598
shares
|
$691,594
0.02% of portfolio
|
Q1 2025
Added 88.68%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
13,355
shares
|
$679,235
0.05% of portfolio
|
Q1 2025
Added 79.6%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
13,251
shares
|
$673,945
0.1% of portfolio
|
Q1 2025
Added 79.38%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
13,208
shares
|
$671,758
0.28% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
12,839
shares
|
$652,991
0.35% of portfolio
|
Q1 2025
Added 4.48%
|