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 493 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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
54,659
shares
|
$2.78 Million
1.13% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
54,132
shares
|
$2.75 Million
0.13% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
53,870
shares
|
$2.74 Million
0.81% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
53,832
shares
|
$2.74 Million
0.93% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
53,809
shares
|
$2.73 Million
0.34% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
53,345
shares
|
$2.71 Million
0.25% of portfolio
|
Q4 2024
Reduced 30.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
53,108
shares
|
$2.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
52,793
shares
|
$2.68 Million
1.61% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
52,192
shares
|
$2.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 53.65%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
51,368
shares
|
$2.61 Million
0.84% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
51,325
shares
|
$2.61 Million
0.77% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
50,180
shares
|
$2.55 Million
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
49,850
shares
|
$2.53 Million
2.14% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
49,729
shares
|
$2.53 Million
0.13% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
48,525
shares
|
$2.47 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
47,885
shares
|
$2.43 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
47,522
shares
|
$2.42 Million
1.57% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47,410
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
46,692
shares
|
$2.37 Million
0.21% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
46,335
shares
|
$2.35 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
45,393
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
44,075
shares
|
$2.24 Million
0.16% of portfolio
|
Q4 2024
Reduced 35.3%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
43,456
shares
|
$2.21 Million
0.08% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
43,105
shares
|
$2.19 Million
0.23% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
42,802
shares
|
$2.18 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.7%
|