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 463 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
9,300
shares
|
$472,440
0.04% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
9,189
shares
|
$466,801
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,150
shares
|
$464,820
0.16% of portfolio
|
Q2 2024
Reduced 30.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,143
shares
|
$464,464
0.05% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,089
shares
|
$461,721
0.01% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,084
shares
|
$461,467
0.01% of portfolio
|
Q2 2024
Added 10.24%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,989
shares
|
$456,641
0.03% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
8,983
shares
|
$456,336
0.06% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,945
shares
|
$454,406
0.04% of portfolio
|
Q2 2024
Added 80.89%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
8,886
shares
|
$451,408
0.24% of portfolio
|
Q1 2023
Reduced 68.91%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
8,880
shares
|
$451,104
0.66% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
8,865
shares
|
$450,342
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,765
shares
|
$445,262
0.02% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
8,753
shares
|
$444,652
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
8,529
shares
|
$433,273
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
8,319
shares
|
$422,605
0.03% of portfolio
|
Q3 2024
Added 51.06%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
8,235
shares
|
$418,338
0.12% of portfolio
|
Q3 2024
Reduced 55.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
8,179
shares
|
$415,493
0.0% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
8,162
shares
|
$414,629
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
8,100
shares
|
$411,480
0.18% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,037
shares
|
$408,279
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
8,013
shares
|
$407,060
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
7,970
shares
|
$404,876
0.2% of portfolio
|
Q3 2024
Added 66.7%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
7,879
shares
|
$400,253
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,840
shares
|
$398,272
0.09% of portfolio
|
Q4 2022
Added 30.93%
|