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 |
|---|---|---|---|---|---|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
42,473
shares
|
$2.16 Million
0.13% of portfolio
|
Q4 2024
Reduced 55.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
41,649
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
41,066
shares
|
$2.09 Million
1.34% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
41,023
shares
|
$2.08 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
40,082
shares
|
$2.04 Million
0.79% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
39,746
shares
|
$2.02 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
38,536
shares
|
$1.96 Million
0.34% of portfolio
|
Q3 2024
Added 81.92%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
38,462
shares
|
$1.95 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
38,132
shares
|
$1.94 Million
0.17% of portfolio
|
Q4 2024
Added 17.25%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
37,810
shares
|
$1.92 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
37,498
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
36,919
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
36,858
shares
|
$1.87 Million
1.31% of portfolio
|
Q4 2024
Added 109.41%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
36,576
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
36,387
shares
|
$1.85 Million
0.45% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
36,255
shares
|
$1.84 Million
1.05% of portfolio
|
Q4 2024
Added 18.26%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,773
shares
|
$1.82 Million
1.26% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
35,652
shares
|
$1.81 Million
0.6% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
35,267
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
34,358
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
33,050
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 28.59%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
32,913
shares
|
$1.67 Million
0.62% of portfolio
|
Q4 2024
Added 153.41%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
32,701
shares
|
$1.66 Million
0.85% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
32,368
shares
|
$1.64 Million
0.59% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
32,296
shares
|
$1.64 Million
1.07% of portfolio
|
Q4 2024
Added 28.48%
|