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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,214
shares
|
$112,426
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,116
shares
|
$107,450
0.02% of portfolio
|
Q3 2024
Added 65.57%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,959
shares
|
$99,478
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,721
shares
|
$87,392
0.02% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,625
shares
|
$82,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
1,565
shares
|
$79,470
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,480
shares
|
$75,154
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,480
shares
|
$75,154
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,477
shares
|
$75,002
0.02% of portfolio
|
Q3 2023
Reduced 95.02%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,125
shares
|
$57,127
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,107
shares
|
$56,213
0.02% of portfolio
|
Q3 2024
Reduced 45.76%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,106
shares
|
$56,162
0.0% of portfolio
|
Q4 2024
Added 591.25%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,037
shares
|
$52,658
0.0% of portfolio
|
Q4 2024
Reduced 62.45%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,005
shares
|
$51,033
0.04% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
1,005
shares
|
$51,033
0.04% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$50,780
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
985
shares
|
$50,018
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
925
shares
|
$46,971
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
804
shares
|
$40,827
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
672
shares
|
$34,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
644
shares
|
$32,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
424
shares
|
$21,530
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
390
shares
|
$19,804
0.0% of portfolio
|
Q1 2022
Reduced 48.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
365
shares
|
$18,534
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
319
shares
|
$16,198
0.0% of portfolio
|
Q4 2024
New holding
|