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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,794
shares
|
$396,246
0.13% of portfolio
|
Q3 2024
Reduced 41.2%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
7,724
shares
|
$392,688
0.06% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
7,692
shares
|
$391,061
0.0% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,498
shares
|
$381,198
0.0% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,396
shares
|
$376,012
0.02% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
7,244
shares
|
$368,284
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
7,202
shares
|
$366,149
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
7,183
shares
|
$365,183
0.06% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,977
shares
|
$354,710
0.01% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,950
shares
|
$353,338
0.04% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
6,831
shares
|
$347,288
0.01% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
6,700
shares
|
$340,628
0.27% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
6,643
shares
|
$337,730
0.25% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,623
shares
|
$336,713
0.02% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,579
shares
|
$334,476
0.04% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,547
shares
|
$332,849
0.01% of portfolio
|
Q3 2024
Reduced 43.36%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
6,479
shares
|
$329,392
0.03% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
6,355
shares
|
$323,088
0.16% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
6,319
shares
|
$321,257
0.08% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,133
shares
|
$311,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
6,124
shares
|
$311,344
0.2% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
6,069
shares
|
$308,547
0.12% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,000
shares
|
$305,040
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
6,000
shares
|
$305,040
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
6,000
shares
|
$305,040
0.08% of portfolio
|
Q3 2023
New holding
|