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 496 institutions that hold shares in the stock, with a total of 52.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
644
shares
|
$32,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
481
shares
|
$24,324
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
454
shares
|
$22,958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
424
shares
|
$21,441
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
390
shares
|
$19,722
0.0% of portfolio
|
Q1 2022
Reduced 48.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
375
shares
|
$18,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
365
shares
|
$18,458
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
319
shares
|
$16,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
300
shares
|
$15,171
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
270
shares
|
$13,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
270
shares
|
$13,653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
209
shares
|
$10,569
0.0% of portfolio
|
Q4 2024
Reduced 98.91%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
193
shares
|
$9,760
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
163
shares
|
$8,242
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
161
shares
|
$8,141
0.0% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
153
shares
|
$7,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
108
shares
|
$5,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
105
shares
|
$5,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
46
shares
|
$2,326
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
21
shares
|
$1,061
0.0% of portfolio
|
Q4 2024
Reduced 90.09%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14
shares
|
$707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|