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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,346
shares
|
$119,176
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,214
shares
|
$112,471
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,116
shares
|
$107,492
0.02% of portfolio
|
Q3 2024
Added 65.57%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,860
shares
|
$94,488
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,740
shares
|
$88,392
0.02% of portfolio
|
Q3 2024
Reduced 31.09%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,708
shares
|
$86,766
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
1,565
shares
|
$79,502
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,480
shares
|
$75,184
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,480
shares
|
$75,184
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,477
shares
|
$75,031
0.02% of portfolio
|
Q3 2023
Reduced 95.02%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,183
shares
|
$60,096
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,183
shares
|
$60,096
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,125
shares
|
$57,150
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,107
shares
|
$56,235
0.02% of portfolio
|
Q3 2024
Reduced 45.76%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$50,800
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
980
shares
|
$49,784
0.0% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
978
shares
|
$49,682
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
925
shares
|
$46,990
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
798
shares
|
$40,538
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
590
shares
|
$29,972
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
390
shares
|
$19,812
0.0% of portfolio
|
Q1 2022
Reduced 48.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
365
shares
|
$18,542
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
313
shares
|
$15,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
300
shares
|
$15,240
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
270
shares
|
$13,716
0.0% of portfolio
|
Q3 2024
New holding
|