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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
28,503
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,016
shares
|
$1.43 Million
0.27% of portfolio
|
Q2 2025
Added 143.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
27,978
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
27,558
shares
|
$1.4 Million
1.18% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
27,257
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 34.36%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
26,892
shares
|
$1.37 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
26,420
shares
|
$1.35 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
25,629
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
25,545
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
25,329
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
24,877
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 22.74%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
24,876
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 459.77%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
24,151
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,482
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.84%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
23,238
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2025
Reduced 80.41%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
22,832
shares
|
$1.16 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
22,550
shares
|
$1.15 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
22,506
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
21,916
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
21,520
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
21,223
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
21,213
shares
|
$1.08 Million
0.39% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
21,107
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
20,946
shares
|
$1.07 Million
0.92% of portfolio
|
Q2 2025
Added 123.3%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
20,822
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 31.12%
|