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 540 institutions that hold shares in the stock, with a total of 60.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
35,867
shares
|
$1.83 Million
0.31% of portfolio
|
Q2 2025
Added 519.36%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35,368
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
35,342
shares
|
$1.8 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
35,209
shares
|
$1.79 Million
0.23% of portfolio
|
Q2 2025
Added 88.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
35,025
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
35,015
shares
|
$1.78 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
34,970
shares
|
$1.78 Million
0.86% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
34,300
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
34,213
shares
|
$1.74 Million
0.31% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
33,648
shares
|
$1.71 Million
0.22% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
33,206
shares
|
$1.69 Million
0.55% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
32,837
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
32,566
shares
|
$1.66 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
32,360
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
32,240
shares
|
$1.64 Million
0.73% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
31,589
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2025
Added 40.36%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
31,581
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
31,351
shares
|
$1.6 Million
0.97% of portfolio
|
Q2 2025
Added 90.7%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
30,663
shares
|
$1.56 Million
0.48% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
30,575
shares
|
$1.56 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
30,161
shares
|
$1.54 Million
0.24% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
29,919
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Added 139.83%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
29,653
shares
|
$1.51 Million
0.46% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
29,565
shares
|
$1.51 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
29,328
shares
|
$1.49 Million
0.39% of portfolio
|
Q2 2025
Added 35.45%
|