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 542 institutions that hold shares in the stock, with a total of 58.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
35,209
shares
|
$1.79 Million
0.23% of portfolio
|
Q2 2025
Added 88.09%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
35,052
shares
|
$1.79 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
33,419
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2025
Added 145.76%
|
|
|
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%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
32,625
shares
|
$1.66 Million
0.42% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
32,566
shares
|
$1.66 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
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%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
32,205
shares
|
$1.64 Million
0.31% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
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%
|
|
|
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%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
30,187
shares
|
$1.54 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
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%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
29,249
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
29,187
shares
|
$1.49 Million
0.54% of portfolio
|
Q2 2025
Added 59.89%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
29,177
shares
|
$1.49 Million
0.5% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
28,936
shares
|
$1.47 Million
0.95% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
28,890
shares
|
$1.47 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
28,800
shares
|
$1.47 Million
0.21% of portfolio
|
Q1 2025
Added 9.51%
|