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 499 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
436,070
shares
|
$22.1 Million
1.13% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
414,221
shares
|
$20.9 Million
0.09% of portfolio
|
Q3 2022
Reduced 7.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
409,581
shares
|
$20.7 Million
0.51% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
396,687
shares
|
$20.1 Million
0.03% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
396,119
shares
|
$20 Million
0.08% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
395,947
shares
|
$20 Million
2.49% of portfolio
|
Q1 2025
Added 108.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
375,575
shares
|
$19 Million
2.29% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
371,755
shares
|
$18.8 Million
0.03% of portfolio
|
Q4 2024
Added 54.24%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
371,461
shares
|
$18.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
363,135
shares
|
$18.4 Million
0.0% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
357,769
shares
|
$18.1 Million
2.15% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
355,550
shares
|
$18 Million
3.31% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
348,129
shares
|
$17.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
304,852
shares
|
$15.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 36.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
303,361
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
290,966
shares
|
$14.7 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
253,042
shares
|
$12.8 Million
3.98% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
247,170
shares
|
$12.5 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
242,201
shares
|
$12.2 Million
2.2% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
235,160
shares
|
$11.9 Million
0.07% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
227,011
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
223,169
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.5%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
218,637
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
218,190
shares
|
$11 Million
0.21% of portfolio
|
Q4 2024
Added 54.6%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
218,071
shares
|
$11 Million
5.78% of portfolio
|
Q1 2025
Reduced 16.22%
|