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 |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
14,600
shares
|
$741,388
0.19% of portfolio
|
Q4 2022
Added 37.74%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
14,434
shares
|
$732,958
0.34% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,360
shares
|
$729,200
0.15% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,149
shares
|
$718,486
0.02% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,086
shares
|
$715,287
0.02% of portfolio
|
Q4 2024
Added 60.93%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
13,952
shares
|
$708,482
0.03% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,780
shares
|
$699,748
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
13,779
shares
|
$699,697
0.22% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
13,728
shares
|
$697,107
0.6% of portfolio
|
Q4 2024
Reduced 25.87%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,615
shares
|
$691,369
0.02% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
13,338
shares
|
$677,303
0.13% of portfolio
|
Q4 2024
Added 18.9%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
13,126
shares
|
$666,538
0.36% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
13,068
shares
|
$663,593
0.12% of portfolio
|
Q4 2024
Reduced 33.05%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
13,034
shares
|
$661,866
0.14% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
12,974
shares
|
$658,819
0.13% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
12,926
shares
|
$656,382
0.05% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,909
shares
|
$655,519
0.02% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
12,792
shares
|
$649,577
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
12,707
shares
|
$645,261
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
12,554
shares
|
$637,492
0.54% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
12,507
shares
|
$635,105
0.1% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
12,465
shares
|
$632,972
0.09% of portfolio
|
Q4 2024
Reduced 46.47%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
12,458
shares
|
$632,617
0.25% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
12,375
shares
|
$628,402
0.06% of portfolio
|
Q4 2024
Reduced 49.04%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
12,319
shares
|
$625,558
0.43% of portfolio
|
Q4 2024
Added 21.81%
|