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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
18,591
shares
|
$944,050
0.03% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
18,480
shares
|
$938,414
0.44% of portfolio
|
Q4 2024
Added 85.17%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
18,170
shares
|
$922,672
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,089
shares
|
$918,559
0.12% of portfolio
|
Q3 2023
Reduced 32.2%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
17,813
shares
|
$904,544
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
17,617
shares
|
$894,591
0.13% of portfolio
|
Q4 2024
Reduced 34.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
17,228
shares
|
$874,837
0.07% of portfolio
|
Q4 2024
Added 22.74%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
17,122
shares
|
$869,455
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
17,076
shares
|
$867,119
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
17,000
shares
|
$863,260
0.11% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
16,935
shares
|
$859,959
0.09% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
16,914
shares
|
$858,892
0.02% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
16,817
shares
|
$853,967
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,786
shares
|
$852,393
0.01% of portfolio
|
Q2 2024
Added 41.31%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
16,647
shares
|
$845,334
0.32% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
16,137
shares
|
$819,436
0.53% of portfolio
|
Q4 2024
Added 163.5%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
16,012
shares
|
$813,089
0.44% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
15,995
shares
|
$812,226
0.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
15,956
shares
|
$810,245
0.16% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
15,846
shares
|
$804,659
0.45% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
15,547
shares
|
$789,476
0.65% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
15,451
shares
|
$784,601
0.16% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
15,090
shares
|
$766,270
0.12% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
14,898
shares
|
$756,520
0.14% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,668
shares
|
$744,841
0.07% of portfolio
|
Q4 2022
Reduced 0.43%
|