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 |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
100,349
shares
|
$5.07 Million
1.33% of portfolio
|
Q4 2024
Added 56.19%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
99,855
shares
|
$5.05 Million
1.22% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
99,029
shares
|
$5.01 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
98,950
shares
|
$5 Million
0.56% of portfolio
|
Q4 2024
Added 389.13%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
98,826
shares
|
$5 Million
1.74% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
97,369
shares
|
$4.92 Million
0.03% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
93,253
shares
|
$4.72 Million
0.84% of portfolio
|
Q1 2023
Added 0.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
91,206
shares
|
$4.61 Million
0.12% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
88,053
shares
|
$4.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
87,724
shares
|
$4.44 Million
0.44% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
87,538
shares
|
$4.43 Million
0.37% of portfolio
|
Q4 2024
Added 38.86%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
86,890
shares
|
$4.39 Million
0.49% of portfolio
|
Q4 2024
Added 75.18%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
83,265
shares
|
$4.21 Million
1.5% of portfolio
|
Q4 2024
Added 163.46%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
82,204
shares
|
$4.16 Million
0.68% of portfolio
|
Q2 2023
Reduced 13.2%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
81,970
shares
|
$4.15 Million
0.07% of portfolio
|
Q2 2023
Reduced 4.71%
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
81,088
shares
|
$4.1 Million
0.86% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
80,823
shares
|
$4.09 Million
0.01% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
80,000
shares
|
$4.05 Million
2.2% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
79,755
shares
|
$4.03 Million
0.0% of portfolio
|
Q4 2024
Added 168.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
79,024
shares
|
$4 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
78,923
shares
|
$3.99 Million
1.1% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
78,352
shares
|
$3.96 Million
0.28% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
76,011
shares
|
$3.84 Million
0.79% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
75,147
shares
|
$3.8 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
74,537
shares
|
$3.77 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.73%
|