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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,084
shares
|
$462,012
0.01% of portfolio
|
Q2 2024
Added 10.24%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
9,079
shares
|
$461,757
0.02% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
8,983
shares
|
$456,875
0.06% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
8,879
shares
|
$451,585
0.25% of portfolio
|
Q1 2025
Added 104.11%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
8,865
shares
|
$450,873
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,757
shares
|
$445,381
0.04% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,686
shares
|
$441,769
0.01% of portfolio
|
Q1 2025
Added 64.73%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
8,608
shares
|
$437,802
0.26% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
8,589
shares
|
$436,836
0.57% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
8,472
shares
|
$430,885
0.45% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
8,406
shares
|
$427,529
0.19% of portfolio
|
Q1 2025
Added 35.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,368
shares
|
$425,596
0.01% of portfolio
|
Q4 2024
Reduced 51.82%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
8,359
shares
|
$425,138
0.0% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
8,305
shares
|
$422,392
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
8,226
shares
|
$418,374
0.01% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
8,224
shares
|
$418,272
0.07% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
8,162
shares
|
$415,119
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
8,122
shares
|
$413,084
0.03% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,057
shares
|
$409,779
0.01% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
8,052
shares
|
$409,524
0.38% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,036
shares
|
$408,710
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
8,019
shares
|
$407,846
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,005
shares
|
$407,134
0.0% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,938
shares
|
$403,726
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
7,900
shares
|
$401,794
0.01% of portfolio
|
Q1 2025
New holding
|