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 |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
73,280
shares
|
$3.71 Million
0.96% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
72,865
shares
|
$3.68 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
72,749
shares
|
$3.68 Million
1.91% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
72,625
shares
|
$3.67 Million
0.21% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
72,446
shares
|
$3.66 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
71,965
shares
|
$3.64 Million
1.18% of portfolio
|
Q1 2025
Added 40.1%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
71,074
shares
|
$3.59 Million
0.52% of portfolio
|
Q4 2024
Added 285.75%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
70,738
shares
|
$3.58 Million
1.13% of portfolio
|
Q1 2025
Added 130.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
70,485
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Added 378.87%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
70,407
shares
|
$3.56 Million
5.55% of portfolio
|
Q4 2022
Added 92540.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
69,704
shares
|
$3.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
69,093
shares
|
$3.49 Million
1.24% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
68,907
shares
|
$3.48 Million
0.75% of portfolio
|
Q4 2024
Added 26.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
67,629
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
66,275
shares
|
$3.35 Million
1.53% of portfolio
|
Q1 2025
Added 567.42%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
65,723
shares
|
$3.32 Million
1.46% of portfolio
|
Q4 2024
Added 35.23%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
65,191
shares
|
$3.3 Million
1.12% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
65,111
shares
|
$3.29 Million
0.51% of portfolio
|
Q4 2024
Added 53.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
64,846
shares
|
$3.28 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
63,158
shares
|
$3.19 Million
0.09% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
62,803
shares
|
$3.18 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
62,238
shares
|
$3.15 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
61,611
shares
|
$3.12 Million
0.39% of portfolio
|
Q1 2025
Added 14.5%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
61,229
shares
|
$3.1 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
60,897
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 53.93%
|