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 |
|---|---|---|---|---|---|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
12,288
shares
|
$623,984
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
11,975
shares
|
$608,090
0.11% of portfolio
|
Q1 2024
Reduced 46.12%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
11,816
shares
|
$600,016
0.06% of portfolio
|
Q1 2024
Added 4.42%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
11,750
shares
|
$596,665
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
11,711
shares
|
$594,684
0.04% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,660
shares
|
$592,094
0.08% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
11,600
shares
|
$589,048
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
11,547
shares
|
$586,356
0.24% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
11,537
shares
|
$585,848
0.07% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,339
shares
|
$575,794
0.02% of portfolio
|
Q4 2024
Reduced 28.19%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
11,323
shares
|
$574,981
0.32% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
11,315
shares
|
$574,575
0.26% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,252
shares
|
$571,376
0.11% of portfolio
|
Q3 2023
Added 2.7%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
11,240
shares
|
$570,767
0.04% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,053
shares
|
$561,271
0.02% of portfolio
|
Q4 2024
Reduced 36.45%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,939
shares
|
$555,482
0.06% of portfolio
|
Q4 2024
Added 38.84%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,922
shares
|
$554,619
0.11% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,800
shares
|
$548,424
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
10,752
shares
|
$545,986
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
10,532
shares
|
$534,814
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
10,419
shares
|
$529,076
0.16% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
10,412
shares
|
$528,721
0.09% of portfolio
|
Q4 2024
Added 110.98%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,248
shares
|
$520,393
0.02% of portfolio
|
Q4 2024
Added 224.0%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
10,160
shares
|
$515,924
0.2% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
10,146
shares
|
$515,213
0.01% of portfolio
|
Q4 2024
Added 10.41%
|