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 495 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 $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
34,358
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
33,050
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 28.59%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
32,913
shares
|
$1.67 Million
0.62% of portfolio
|
Q4 2024
Added 153.41%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
32,701
shares
|
$1.66 Million
0.85% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
32,368
shares
|
$1.64 Million
0.59% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
32,296
shares
|
$1.64 Million
1.07% of portfolio
|
Q4 2024
Added 28.48%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
32,228
shares
|
$1.64 Million
1.29% of portfolio
|
Q4 2024
Added 54.8%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
32,129
shares
|
$1.63 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
31,983
shares
|
$1.63 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
31,893
shares
|
$1.62 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
31,300
shares
|
$1.59 Million
0.72% of portfolio
|
Q4 2024
Added 110.07%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
31,296
shares
|
$1.59 Million
1.36% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
30,795
shares
|
$1.57 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
30,224
shares
|
$1.54 Million
0.2% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
29,488
shares
|
$1.5 Million
0.18% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
28,826
shares
|
$1.46 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
27,700
shares
|
$1.41 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
27,303
shares
|
$1.39 Million
0.69% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
27,269
shares
|
$1.39 Million
0.38% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
27,062
shares
|
$1.38 Million
0.9% of portfolio
|
Q4 2024
Added 18.99%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
26,300
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Added 66.46%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
26,028
shares
|
$1.32 Million
1.42% of portfolio
|
Q4 2024
Added 24.95%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
25,020
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 29.51%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
24,960
shares
|
$1.27 Million
0.92% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
24,920
shares
|
$1.27 Million
0.57% of portfolio
|
Q4 2024
Reduced 23.25%
|