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 |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
237,217
shares
|
$12.1 Million
0.23% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
234,414
shares
|
$11.9 Million
0.92% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
220,554
shares
|
$11.2 Million
1.61% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
220,456
shares
|
$11.2 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
220,310
shares
|
$11.2 Million
0.01% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
218,071
shares
|
$11.1 Million
5.78% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
208,159
shares
|
$10.6 Million
2.67% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
207,686
shares
|
$10.6 Million
2.97% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
205,521
shares
|
$10.5 Million
0.27% of portfolio
|
Q1 2025
Added 160.07%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
194,018
shares
|
$9.87 Million
1.27% of portfolio
|
Q1 2025
Added 42.3%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
193,433
shares
|
$9.84 Million
3.13% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
185,776
shares
|
$9.45 Million
0.0% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
184,870
shares
|
$9.4 Million
0.14% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
180,633
shares
|
$9.19 Million
4.04% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
173,353
shares
|
$8.82 Million
0.28% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,817
shares
|
$8.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
169,057
shares
|
$8.6 Million
0.44% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
168,211
shares
|
$8.56 Million
3.76% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
163,984
shares
|
$8.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
163,246
shares
|
$8.3 Million
4.83% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
159,576
shares
|
$8.12 Million
0.23% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
158,397
shares
|
$8.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
156,687
shares
|
$7.97 Million
1.75% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
156,546
shares
|
$7.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
156,530
shares
|
$7.96 Million
0.88% of portfolio
|
Q1 2025
Added 58.19%
|