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 |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
73,280
shares
|
$3.72 Million
0.96% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
72,749
shares
|
$3.69 Million
1.91% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
72,625
shares
|
$3.69 Million
0.21% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
72,446
shares
|
$3.68 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
71,074
shares
|
$3.61 Million
0.52% of portfolio
|
Q4 2024
Added 285.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
70,485
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Added 378.87%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
70,407
shares
|
$3.58 Million
5.55% of portfolio
|
Q4 2022
Added 92540.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
69,704
shares
|
$3.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
69,093
shares
|
$3.51 Million
1.24% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
68,907
shares
|
$3.5 Million
0.75% of portfolio
|
Q4 2024
Added 26.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
67,629
shares
|
$3.43 Million
0.02% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
66,427
shares
|
$3.37 Million
1.1% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
65,723
shares
|
$3.34 Million
1.46% of portfolio
|
Q4 2024
Added 35.23%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
65,191
shares
|
$3.31 Million
1.12% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
65,111
shares
|
$3.31 Million
0.51% of portfolio
|
Q4 2024
Added 53.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
64,846
shares
|
$3.29 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
63,824
shares
|
$3.24 Million
0.14% of portfolio
|
Q4 2024
Added 23.76%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
61,229
shares
|
$3.11 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
60,897
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 53.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
58,137
shares
|
$2.95 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
56,865
shares
|
$2.89 Million
0.08% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
56,399
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
55,930
shares
|
$2.84 Million
0.09% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
55,922
shares
|
$2.84 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
55,690
shares
|
$2.83 Million
0.08% of portfolio
|
Q4 2024
Added 8.86%
|