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 |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
11,750
shares
|
$597,370
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
11,745
shares
|
$597,115
0.09% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,660
shares
|
$592,794
0.08% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
11,572
shares
|
$588,320
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
11,359
shares
|
$577,491
0.08% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,252
shares
|
$572,051
0.11% of portfolio
|
Q3 2023
Added 2.7%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
11,218
shares
|
$570,323
0.11% of portfolio
|
Q3 2024
Added 43.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,962
shares
|
$557,308
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,686
shares
|
$543,276
0.46% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,652
shares
|
$541,547
0.0% of portfolio
|
Q3 2024
Reduced 43.76%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,619
shares
|
$539,869
0.0% of portfolio
|
Q3 2024
Added 17.58%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
10,422
shares
|
$529,854
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
10,147
shares
|
$515,873
0.2% of portfolio
|
Q3 2024
Added 40.13%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,113
shares
|
$514,144
0.38% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
10,000
shares
|
$508,400
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
9,980
shares
|
$507,383
0.25% of portfolio
|
Q3 2024
Added 49.4%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
9,907
shares
|
$503,671
0.08% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
9,862
shares
|
$501,384
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
9,857
shares
|
$501,129
0.13% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,815
shares
|
$498,994
0.01% of portfolio
|
Q3 2024
Added 29.35%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
9,786
shares
|
$497,520
0.04% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
9,761
shares
|
$496,249
0.2% of portfolio
|
Q3 2024
Added 22.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,597
shares
|
$487,911
0.01% of portfolio
|
Q3 2024
Added 20.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,413
shares
|
$478,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
9,390
shares
|
$477,387
0.01% of portfolio
|
Q3 2024
New holding
|