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 543 institutions that hold shares in the stock, with a total of 57.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,612,505
shares
|
$184 Million
0.14% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,132,167
shares
|
$160 Million
0.06% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,066,845
shares
|
$156 Million
0.01% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,476,076
shares
|
$75.2 Million
0.02% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,291,697
shares
|
$65.8 Million
4.28% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
1,089,770
shares
|
$55.5 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,016,754
shares
|
$51.8 Million
5.17% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
918,721
shares
|
$46.8 Million
0.08% of portfolio
|
Q1 2025
Added 32.02%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
904,286
shares
|
$46.1 Million
1.35% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
901,073
shares
|
$45.9 Million
0.01% of portfolio
|
Q2 2025
Added 35.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
860,578
shares
|
$43.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
813,890
shares
|
$41.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
782,821
shares
|
$39.9 Million
0.07% of portfolio
|
Q2 2025
Added 158.05%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
707,864
shares
|
$36.1 Million
16.58% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
694,420
shares
|
$35.4 Million
8.49% of portfolio
|
Q2 2025
Added 1217.74%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
680,488
shares
|
$34.7 Million
0.82% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
633,259
shares
|
$32.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
619,808
shares
|
$31.6 Million
2.45% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
612,924
shares
|
$31.2 Million
2.69% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
591,934
shares
|
$30.2 Million
5.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
590,217
shares
|
$30.1 Million
0.04% of portfolio
|
Q2 2025
Added 52.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
548,025
shares
|
$27.9 Million
0.01% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
541,812
shares
|
$27.6 Million
0.05% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
530,088
shares
|
$27 Million
1.19% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
524,373
shares
|
$26.7 Million
14.63% of portfolio
|
Q2 2025
Added 1.45%
|