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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
30,541
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Added 39.35%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
30,264
shares
|
$1.54 Million
0.53% of portfolio
|
Q3 2025
Added 34.21%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
30,261
shares
|
$1.54 Million
0.75% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
29,894
shares
|
$1.52 Million
0.37% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
29,565
shares
|
$1.51 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
29,107
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2025
Added 214.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
29,107
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,263
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
28,227
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2025
Reduced 44.84%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
27,966
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
27,497
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
26,987
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
26,581
shares
|
$1.35 Million
0.2% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
26,561
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2025
Reduced 45.53%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
25,797
shares
|
$1.31 Million
0.37% of portfolio
|
Q3 2025
Reduced 13.0%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
25,711
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
25,688
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
25,683
shares
|
$1.31 Million
1.02% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
25,672
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
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%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
25,464
shares
|
$1.3 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
25,365
shares
|
$1.29 Million
0.71% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
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%
|
|
|
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%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
23,756
shares
|
$1.21 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|