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 |
|---|---|---|---|---|---|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
12,800
shares
|
$651,008
0.62% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,750
shares
|
$648,465
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,475
shares
|
$634,478
0.02% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
12,325
shares
|
$626,849
0.52% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
12,282
shares
|
$624,662
0.14% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
11,975
shares
|
$609,048
0.11% of portfolio
|
Q1 2024
Reduced 46.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,880
shares
|
$604,216
0.01% of portfolio
|
Q1 2025
Reduced 67.82%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
11,858
shares
|
$603,097
0.09% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
11,836
shares
|
$601,978
0.11% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
11,823
shares
|
$601,317
0.1% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
11,816
shares
|
$600,961
0.07% of portfolio
|
Q1 2024
Added 4.42%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
11,752
shares
|
$597,706
0.14% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
11,750
shares
|
$597,605
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,660
shares
|
$593,027
0.08% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
11,600
shares
|
$589,976
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,519
shares
|
$585,856
0.12% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
11,441
shares
|
$581,889
0.07% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
11,290
shares
|
$574,209
0.03% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,252
shares
|
$572,276
0.11% of portfolio
|
Q3 2023
Added 2.7%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
11,209
shares
|
$570,089
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
11,163
shares
|
$567,750
0.08% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
11,136
shares
|
$566,376
0.33% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,129
shares
|
$566,020
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
11,103
shares
|
$564,698
0.1% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
11,064
shares
|
$562,715
0.19% of portfolio
|
Q1 2025
Added 36.14%
|