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 492 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,639
shares
|
$235,846
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,606
shares
|
$234,169
0.13% of portfolio
|
Q4 2023
Reduced 39.27%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,564
shares
|
$232,033
0.13% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
4,540
shares
|
$230,813
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
4,480
shares
|
$227,763
0.15% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
4,441
shares
|
$225,780
0.05% of portfolio
|
Q2 2024
Reduced 45.5%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
4,409
shares
|
$224,153
0.05% of portfolio
|
Q4 2024
Reduced 38.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,399
shares
|
$223,645
0.0% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
4,379
shares
|
$222,628
0.15% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
4,350
shares
|
$221,154
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
4,280
shares
|
$217,595
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
4,253
shares
|
$216,222
0.15% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,180
shares
|
$212,511
0.02% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,153
shares
|
$211,138
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
4,133
shares
|
$210,121
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,120
shares
|
$209,460
0.07% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,095
shares
|
$208,189
0.0% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,821
shares
|
$194,259
0.02% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
3,574
shares
|
$181,702
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,840
shares
|
$144,385
0.01% of portfolio
|
Q4 2022
Reduced 80.53%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,802
shares
|
$142,453
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,790
shares
|
$141,843
0.06% of portfolio
|
Q3 2023
Reduced 41.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,600
shares
|
$132,184
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2,365
shares
|
$120,236
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,360
shares
|
$119,982
0.02% of portfolio
|
Q2 2024
Reduced 12.32%
|