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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
7,387
shares
|
$375,111
0.06% of portfolio
|
Q4 2024
Added 63.03%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
7,300
shares
|
$370,694
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
7,296
shares
|
$370,490
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,226
shares
|
$366,936
0.0% of portfolio
|
Q4 2024
Reduced 85.92%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,215
shares
|
$366,377
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,207
shares
|
$365,971
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
7,083
shares
|
$359,674
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
7,009
shares
|
$355,917
0.19% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
7,008
shares
|
$355,866
0.09% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,977
shares
|
$354,292
0.01% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
6,950
shares
|
$352,921
0.04% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
6,913
shares
|
$351,042
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,665
shares
|
$338,448
0.01% of portfolio
|
Q4 2024
Added 35.22%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
6,650
shares
|
$337,687
0.02% of portfolio
|
Q4 2024
Reduced 42.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,549
shares
|
$332,558
0.0% of portfolio
|
Q4 2024
Added 654800.0%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
6,449
shares
|
$327,480
0.23% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,352
shares
|
$322,554
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
6,300
shares
|
$319,914
0.09% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,284
shares
|
$319,101
0.0% of portfolio
|
Q4 2024
Reduced 41.01%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
6,245
shares
|
$317,121
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
6,193
shares
|
$314,480
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
6,133
shares
|
$311,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$304,680
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$304,680
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$304,680
0.0% of portfolio
|
Q4 2024
Added 9.09%
|