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 467 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,980,256
shares
|
$151 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,925,693
shares
|
$97.9 Million
0.05% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,916,421
shares
|
$97.4 Million
0.09% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,150,249
shares
|
$58.5 Million
4.37% of portfolio
|
Q3 2024
Added 28.83%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,019,611
shares
|
$51.8 Million
5.3% of portfolio
|
Q3 2024
Added 438.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
977,349
shares
|
$49.7 Million
0.71% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
940,141
shares
|
$47.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
935,300
shares
|
$47.5 Million
0.08% of portfolio
|
Q3 2024
Added 58.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
864,940
shares
|
$44 Million
0.0% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
707,864
shares
|
$36 Million
16.58% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
594,838
shares
|
$30.2 Million
7.45% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
590,349
shares
|
$30 Million
2.64% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
587,673
shares
|
$29.9 Million
0.07% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
580,541
shares
|
$29.5 Million
0.3% of portfolio
|
Q4 2024
Added 395.81%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
578,503
shares
|
$29.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
533,997
shares
|
$27.1 Million
0.04% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
513,277
shares
|
$26.1 Million
3.22% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
490,652
shares
|
$24.9 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
478,831
shares
|
$24.3 Million
0.08% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
451,352
shares
|
$22.9 Million
0.04% of portfolio
|
Q3 2024
Added 20.29%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
436,070
shares
|
$22.2 Million
1.13% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
416,025
shares
|
$21.1 Million
0.27% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
414,221
shares
|
$21.1 Million
0.09% of portfolio
|
Q3 2022
Reduced 7.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
401,069
shares
|
$20.4 Million
0.05% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
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%
|