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 |
|---|---|---|---|---|---|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
5,743
shares
|
$291,629
0.1% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,700
shares
|
$289,446
0.03% of portfolio
|
Q3 2024
Reduced 25.97%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,685
shares
|
$288,684
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
5,663
shares
|
$287,567
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
5,650
shares
|
$286,907
0.1% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
5,528
shares
|
$280,711
0.14% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,385
shares
|
$273,450
0.03% of portfolio
|
Q4 2023
Added 12.3%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
5,335
shares
|
$270,911
0.03% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
5,334
shares
|
$270,860
0.13% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,273
shares
|
$267,762
0.01% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
5,216
shares
|
$264,868
0.02% of portfolio
|
Q4 2024
Reduced 37.3%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
5,191
shares
|
$263,598
0.06% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,022
shares
|
$255,017
0.18% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,940
shares
|
$250,853
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
4,939
shares
|
$250,802
0.04% of portfolio
|
Q4 2024
Reduced 31.24%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,809
shares
|
$244,201
0.08% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
4,807
shares
|
$244,099
0.15% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
4,801
shares
|
$243,794
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,800
shares
|
$243,744
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
4,765
shares
|
$241,966
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
4,758
shares
|
$241,611
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
4,685
shares
|
$237,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
4,675
shares
|
$237,396
0.15% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
4,672
shares
|
$237,244
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,639
shares
|
$235,568
0.01% of portfolio
|
Q4 2024
New holding
|