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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
37,671
shares
|
$1.91 Million
0.62% of portfolio
|
Q3 2024
Reduced 29.98%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
36,977
shares
|
$1.88 Million
1.23% of portfolio
|
Q3 2024
Reduced 44.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
36,417
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
36,406
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
35,494
shares
|
$1.8 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
34,898
shares
|
$1.77 Million
0.21% of portfolio
|
Q3 2024
Added 103.46%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
34,896
shares
|
$1.77 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
34,723
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
34,326
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
32,997
shares
|
$1.68 Million
0.17% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
32,521
shares
|
$1.65 Million
0.15% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
32,470
shares
|
$1.65 Million
0.74% of portfolio
|
Q3 2024
Added 86.93%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
32,314
shares
|
$1.64 Million
1.22% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
32,129
shares
|
$1.63 Million
0.81% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
31,700
shares
|
$1.61 Million
1.25% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
31,605
shares
|
$1.61 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
31,483
shares
|
$1.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
30,657
shares
|
$1.56 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
30,634
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.86%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
30,169
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
29,655
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 77.87%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
27,753
shares
|
$1.41 Million
0.44% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
27,160
shares
|
$1.38 Million
0.17% of portfolio
|
Q3 2024
Added 282.32%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
27,036
shares
|
$1.37 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
26,822
shares
|
$1.36 Million
0.22% of portfolio
|
Q3 2024
Reduced 40.21%
|