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 491 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $2.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
23,738
shares
|
$1.21 Million
0.79% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
23,665
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
23,465
shares
|
$1.19 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
23,238
shares
|
$1.18 Million
0.23% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
23,136
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
22,727
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
22,581
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
22,286
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
21,548
shares
|
$1.09 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
21,067
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2024
Added 68.82%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
21,022
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
21,014
shares
|
$1.07 Million
0.42% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
20,836
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Added 310.48%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
20,579
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
20,201
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 41.82%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
20,049
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2023
Added 146.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
20,011
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,981
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,834
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 25.12%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
19,749
shares
|
$1 Million
0.21% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
19,598
shares
|
$995,186
0.32% of portfolio
|
Q4 2024
Added 37.74%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
19,526
shares
|
$991,530
0.09% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
19,441
shares
|
$987,213
0.02% of portfolio
|
Q4 2024
Added 97.13%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
19,286
shares
|
$979,343
0.28% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
19,242
shares
|
$977,108
0.01% of portfolio
|
Q4 2024
Added 135.26%
|