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 544 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 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%
|
|
|
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%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
27,966
shares
|
$1.43 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
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%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
26,561
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2025
Reduced 45.53%
|
|
|
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%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
25,688
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
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%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
25,511
shares
|
$1.3 Million
0.83% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
25,120
shares
|
$1.28 Million
0.23% of portfolio
|
Q3 2025
Reduced 47.04%
|
|
|
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%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
24,584
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 26.44%
|
|
|
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%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
21,748
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 71.03%
|
|
|
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
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
21,323
shares
|
$1.09 Million
0.35% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
21,292
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Added 12.45%
|