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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
136,132
shares
|
$6.91 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
132,112
shares
|
$6.71 Million
1.72% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
128,975
shares
|
$6.55 Million
2.65% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
126,903
shares
|
$6.44 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
126,059
shares
|
$6.4 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
125,521
shares
|
$6.37 Million
0.02% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
123,855
shares
|
$6.29 Million
2.23% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
123,668
shares
|
$6.28 Million
0.31% of portfolio
|
Q4 2024
Added 150.58%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
123,044
shares
|
$6.25 Million
0.02% of portfolio
|
Q4 2024
Added 117.43%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
117,864
shares
|
$5.99 Million
0.12% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
117,110
shares
|
$5.95 Million
0.28% of portfolio
|
Q4 2024
Added 29.8%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
116,873
shares
|
$5.93 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,209
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
115,341
shares
|
$5.86 Million
0.56% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
111,652
shares
|
$5.67 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
110,897
shares
|
$5.63 Million
2.9% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
109,367
shares
|
$5.55 Million
1.46% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
108,441
shares
|
$5.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
107,219
shares
|
$5.44 Million
2.38% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
105,430
shares
|
$5.35 Million
0.23% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
104,056
shares
|
$5.28 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
101,959
shares
|
$5.18 Million
2.36% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
100,349
shares
|
$5.1 Million
1.33% of portfolio
|
Q4 2024
Added 56.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
99,029
shares
|
$5.03 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
98,950
shares
|
$5.02 Million
0.56% of portfolio
|
Q4 2024
Added 389.13%
|