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 |
|---|---|---|---|---|---|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
47,586
shares
|
$2.42 Million
0.95% of portfolio
|
Q1 2025
Added 44.58%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
47,584
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47,410
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
47,314
shares
|
$2.41 Million
0.04% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
46,601
shares
|
$2.37 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
45,942
shares
|
$2.34 Million
0.79% of portfolio
|
Q1 2025
Reduced 29.53%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
45,287
shares
|
$2.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
44,915
shares
|
$2.28 Million
1.07% of portfolio
|
Q1 2025
Added 143.05%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
44,089
shares
|
$2.24 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
43,915
shares
|
$2.23 Million
0.2% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
43,794
shares
|
$2.23 Million
0.05% of portfolio
|
Q1 2025
Added 379.04%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
43,780
shares
|
$2.23 Million
0.07% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
43,750
shares
|
$2.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
42,920
shares
|
$2.18 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
42,841
shares
|
$2.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
41,912
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
41,746
shares
|
$2.12 Million
1.49% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
41,685
shares
|
$2.12 Million
0.19% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
41,579
shares
|
$2.11 Million
0.71% of portfolio
|
Q1 2025
Added 50.1%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
41,422
shares
|
$2.11 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
40,907
shares
|
$2.08 Million
0.58% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
40,770
shares
|
$2.07 Million
1.12% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
40,288
shares
|
$2.05 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
39,746
shares
|
$2.02 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
39,725
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 506.58%
|