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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,664
shares
|
$542,371
0.0% of portfolio
|
Q1 2025
Added 77.73%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
10,643
shares
|
$541,302
0.09% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
10,609
shares
|
$539,573
0.26% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
10,600
shares
|
$539,116
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
10,580
shares
|
$538,098
0.24% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
10,248
shares
|
$521,213
0.02% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
10,197
shares
|
$518,619
0.23% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
10,166
shares
|
$517,042
0.29% of portfolio
|
Q1 2025
Reduced 22.55%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
10,129
shares
|
$515,160
0.05% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
10,100
shares
|
$513,686
0.03% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
10,000
shares
|
$508,600
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
9,947
shares
|
$505,904
0.48% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
9,842
shares
|
$500,564
0.13% of portfolio
|
Q1 2025
Added 28.05%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,805
shares
|
$498,682
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
9,786
shares
|
$497,715
0.04% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
9,784
shares
|
$497,614
0.08% of portfolio
|
Q1 2025
Added 98.1%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
9,769
shares
|
$496,851
0.43% of portfolio
|
Q1 2025
Reduced 28.84%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,576
shares
|
$487,035
0.21% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,519
shares
|
$484,136
0.01% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,431
shares
|
$479,660
0.01% of portfolio
|
Q1 2025
Reduced 33.05%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
9,394
shares
|
$477,778
0.04% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
9,380
shares
|
$477,066
0.3% of portfolio
|
Q1 2025
Reduced 60.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,250
shares
|
$470,455
0.01% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
9,240
shares
|
$469,946
0.01% of portfolio
|
Q1 2025
Reduced 84.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,089
shares
|
$462,266
0.01% of portfolio
|
Q3 2024
Added 18.79%
|