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 |
|---|---|---|---|---|---|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
5,860
shares
|
$297,688
0.1% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,837
shares
|
$296,519
0.08% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,716
shares
|
$290,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
5,700
shares
|
$289,560
0.03% of portfolio
|
Q3 2024
Reduced 25.97%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,679
shares
|
$288,493
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,650
shares
|
$287,020
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,649
shares
|
$286,969
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$279,400
0.0% of portfolio
|
Q4 2023
Reduced 21.71%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,456
shares
|
$277,164
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,385
shares
|
$273,558
0.03% of portfolio
|
Q4 2023
Added 12.3%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
5,334
shares
|
$270,967
0.12% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
5,170
shares
|
$262,636
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,149
shares
|
$261,569
0.06% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
5,076
shares
|
$257,860
0.01% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,034
shares
|
$255,727
0.09% of portfolio
|
Q1 2024
Reduced 6.5%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,940
shares
|
$250,952
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,935
shares
|
$250,698
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
4,929
shares
|
$250,393
0.01% of portfolio
|
Q3 2024
Reduced 86.28%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
4,801
shares
|
$243,890
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,777
shares
|
$242,671
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
4,765
shares
|
$242,062
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
4,758
shares
|
$241,706
0.09% of portfolio
|
Q1 2024
Added 26.14%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,740
shares
|
$240,792
0.12% of portfolio
|
Q1 2023
Reduced 13.08%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,719
shares
|
$239,725
0.13% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
4,700
shares
|
$238,760
0.16% of portfolio
|
Q3 2024
Added 0.56%
|