Q4 2018 13F Holders as of 31 Dec 2018
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Type / Class
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Equity / ULTRA SHT MUNCPL
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Number of holders
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7
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Total 13F shares, excl. options
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713,972
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Shares change
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+713,972
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Total reported value, excl. options
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$35,882,000
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Value change
-
+$35,882,000
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Number of buys
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7
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Price
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$50.26
Significant Holders of J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL (JMST) as of Q4 2018
7 filings reported holding JMST - J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL as of Q4 2018.
J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL (JMST) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 713,972 shares
.
Largest 7 shareholders include JPMORGAN CHASE & CO (498,000 shares), SAGE FINANCIAL GROUP INC (115,903 shares), CFO4Life Group, LLC (39,968 shares), MYCIO WEALTH PARTNERS, LLC (20,522 shares), Hanson McClain, Inc. (20,299 shares), PALLADIUM PARTNERS LLC (13,390 shares), and Cypress Wealth Advisors LLC (5,890 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.