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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
179,548
shares
|
$9.12 Million
0.02% of portfolio
|
Q3 2024
Added 51.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
174,776
shares
|
$8.88 Million
0.01% of portfolio
|
Q3 2024
Added 41.37%
|
|
|
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%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
169,473
shares
|
$8.61 Million
0.06% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
168,211
shares
|
$8.55 Million
3.76% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
164,807
shares
|
$8.37 Million
2.67% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
163,063
shares
|
$8.28 Million
0.13% of portfolio
|
Q3 2024
Added 129.89%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
155,690
shares
|
$7.91 Million
2.1% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
154,347
shares
|
$7.84 Million
1.71% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
153,837
shares
|
$7.81 Million
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
152,109
shares
|
$7.73 Million
0.08% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
150,480
shares
|
$7.64 Million
0.67% of portfolio
|
Q3 2024
Added 2344.84%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
148,754
shares
|
$7.56 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
141,675
shares
|
$7.2 Million
0.18% of portfolio
|
Q3 2024
Added 54.09%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
141,133
shares
|
$7.17 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
136,602
shares
|
$6.94 Million
0.47% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
132,191
shares
|
$6.72 Million
0.0% of portfolio
|
Q3 2024
Added 69.92%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
132,112
shares
|
$6.71 Million
1.72% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
130,912
shares
|
$6.65 Million
1.23% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
130,823
shares
|
$6.65 Million
0.49% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
128,470
shares
|
$6.53 Million
0.52% of portfolio
|
Q3 2024
Added 1106.86%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
127,672
shares
|
$6.49 Million
3.53% of portfolio
|
Q3 2024
Added 209.48%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
127,246
shares
|
$6.46 Million
0.32% of portfolio
|
Q3 2024
Added 29.11%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
124,881
shares
|
$6.34 Million
1.71% of portfolio
|
Q3 2024
Added 26.71%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
124,351
shares
|
$6.32 Million
2.27% of portfolio
|
Q3 2024
Reduced 3.5%
|