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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
7,879
shares
|
$400,725
0.02% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,840
shares
|
$398,742
0.09% of portfolio
|
Q4 2022
Added 30.93%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
7,711
shares
|
$392,181
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,680
shares
|
$390,604
0.0% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
7,587
shares
|
$385,874
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,541
shares
|
$383,535
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
7,390
shares
|
$375,855
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
7,378
shares
|
$375,245
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
7,327
shares
|
$372,651
0.15% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
7,039
shares
|
$358,003
0.06% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,977
shares
|
$354,850
0.01% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
6,950
shares
|
$353,477
0.05% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
6,902
shares
|
$351,035
0.01% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
6,808
shares
|
$346,254
0.1% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
6,689
shares
|
$340,202
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
6,667
shares
|
$339,083
0.02% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
6,574
shares
|
$334,353
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
6,525
shares
|
$331,861
0.0% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,449
shares
|
$327,996
0.0% of portfolio
|
Q1 2025
Added 46.6%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,416
shares
|
$326,317
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,374
shares
|
$324,181
0.01% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
6,245
shares
|
$317,620
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,224
shares
|
$316,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
6,207
shares
|
$315,688
0.17% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
6,202
shares
|
$315,433
0.11% of portfolio
|
Q1 2025
New holding
|