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 493 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
191,229
shares
|
$9.72 Million
2.7% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
190,276
shares
|
$9.67 Million
1.35% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
190,042
shares
|
$9.66 Million
1.12% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
184,870
shares
|
$9.4 Million
0.14% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
182,397
shares
|
$9.27 Million
4.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
176,474
shares
|
$8.97 Million
0.07% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
176,098
shares
|
$8.95 Million
2.34% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
174,757
shares
|
$8.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
169,989
shares
|
$8.64 Million
0.07% of portfolio
|
Q4 2024
Added 39.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,817
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
168,211
shares
|
$8.55 Million
3.76% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
165,675
shares
|
$8.42 Million
0.09% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
164,661
shares
|
$8.37 Million
3.14% of portfolio
|
Q4 2024
Added 45.64%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
162,566
shares
|
$8.26 Million
0.0% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
160,426
shares
|
$8.15 Million
0.27% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
160,354
shares
|
$8.15 Million
2.5% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
158,729
shares
|
$8.07 Million
0.41% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
156,595
shares
|
$7.96 Million
1.76% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
147,534
shares
|
$7.5 Million
1.99% of portfolio
|
Q4 2024
Reduced 36.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
146,609
shares
|
$7.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
146,231
shares
|
$7.43 Million
0.57% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
145,160
shares
|
$7.38 Million
1.36% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
142,893
shares
|
$7.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
137,068
shares
|
$6.97 Million
0.49% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
136,348
shares
|
$6.93 Million
0.82% of portfolio
|
Q4 2024
Added 105.95%
|