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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,697
shares
|
$238,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
4,672
shares
|
$237,337
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
4,615
shares
|
$234,442
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,606
shares
|
$233,984
0.13% of portfolio
|
Q4 2023
Reduced 39.27%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,531
shares
|
$230,174
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
4,466
shares
|
$226,872
0.15% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
4,441
shares
|
$225,602
0.05% of portfolio
|
Q2 2024
Reduced 45.5%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
4,406
shares
|
$223,824
0.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,291
shares
|
$217,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,280
shares
|
$217,424
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,279
shares
|
$217,373
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,274
shares
|
$217,119
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
4,240
shares
|
$215,392
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,238
shares
|
$215,290
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,153
shares
|
$210,972
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,133
shares
|
$209,956
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
4,122
shares
|
$209,397
0.01% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
3,963
shares
|
$201,320
0.12% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,679
shares
|
$186,893
0.02% of portfolio
|
Q3 2024
Added 29.82%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,163
shares
|
$160,680
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,840
shares
|
$144,272
0.01% of portfolio
|
Q4 2022
Reduced 80.53%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,802
shares
|
$142,341
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,790
shares
|
$141,732
0.06% of portfolio
|
Q3 2023
Reduced 41.51%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,762
shares
|
$140,309
0.0% of portfolio
|
Q3 2024
Reduced 87.85%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,665
shares
|
$135,382
0.0% of portfolio
|
Q2 2024
Added 1750.69%
|