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 488 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 |
|---|---|---|---|---|---|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
5,535,605
shares
|
$282 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,933,050
shares
|
$149 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,399,325
shares
|
$122 Million
0.1% of portfolio
|
Q4 2024
Added 25.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,328,339
shares
|
$118 Million
0.05% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,171,600
shares
|
$59.6 Million
4.4% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,027,536
shares
|
$52.3 Million
5.53% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
919,191
shares
|
$46.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
912,989
shares
|
$46.4 Million
0.0% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
858,245
shares
|
$43.7 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
767,900
shares
|
$39.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.9%
|
|
|
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%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
695,881
shares
|
$35.4 Million
0.05% of portfolio
|
Q4 2024
Added 30.32%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
687,064
shares
|
$34.9 Million
1.15% of portfolio
|
Q4 2024
Added 356.58%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
682,936
shares
|
$34.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
616,032
shares
|
$31.3 Million
0.01% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
602,612
shares
|
$30.6 Million
0.06% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
594,838
shares
|
$30.3 Million
7.45% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
584,147
shares
|
$29.7 Million
2.66% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
580,541
shares
|
$29.5 Million
0.3% of portfolio
|
Q4 2024
Added 395.81%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
523,618
shares
|
$26.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
490,652
shares
|
$25 Million
2.59% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
487,739
shares
|
$24.8 Million
0.3% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
438,358
shares
|
$22.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
414,221
shares
|
$21.1 Million
0.09% of portfolio
|
Q3 2022
Reduced 7.75%
|