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 551 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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
38,025
shares
|
$1.94 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
36,984
shares
|
$1.88 Million
1.92% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
36,847
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
36,374
shares
|
$1.85 Million
0.34% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
36,283
shares
|
$1.85 Million
0.77% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
35,946
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
35,117
shares
|
$1.79 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
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%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
34,760
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
34,542
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
34,421
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2025
Added 38.36%
|
|
|
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%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
34,227
shares
|
$1.74 Million
1.41% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
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%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
33,827
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.23%
|
|
|
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%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
32,360
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
32,345
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 30.02%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
32,261
shares
|
$1.64 Million
0.27% of portfolio
|
Q3 2025
Added 93.95%
|
|
|
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%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
32,236
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
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%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
31,339
shares
|
$1.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 32.04%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
30,663
shares
|
$1.56 Million
0.48% of portfolio
|
Q3 2025
Added 5.09%
|
|