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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
409,581
shares
|
$20.8 Million
0.51% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
396,687
shares
|
$20.1 Million
0.03% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
396,119
shares
|
$20.1 Million
0.08% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
395,422
shares
|
$20.1 Million
12.8% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
389,581
shares
|
$19.8 Million
0.38% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
375,575
shares
|
$19.1 Million
2.29% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
371,755
shares
|
$18.9 Million
0.03% of portfolio
|
Q4 2024
Added 54.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
363,135
shares
|
$18.4 Million
0.0% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
357,769
shares
|
$18.2 Million
2.15% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
355,550
shares
|
$18.1 Million
3.31% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
348,129
shares
|
$17.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
311,868
shares
|
$15.8 Million
0.9% of portfolio
|
Q4 2024
Added 62.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
304,852
shares
|
$15.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 36.33%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
290,966
shares
|
$14.8 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Feb 04, 2025 Q4 2024 |
260,299
shares
|
$13.2 Million
5.95% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
253,042
shares
|
$12.8 Million
3.98% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
247,170
shares
|
$12.6 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
242,201
shares
|
$12.3 Million
2.2% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
235,160
shares
|
$11.9 Million
0.07% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
234,143
shares
|
$11.9 Million
0.03% of portfolio
|
Q4 2024
Added 131.99%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
227,011
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
223,169
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.5%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
218,637
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
218,190
shares
|
$11.1 Million
0.21% of portfolio
|
Q4 2024
Added 54.6%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
191,808
shares
|
$9.74 Million
5.53% of portfolio
|
Q4 2024
Reduced 35.4%
|