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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
23,482
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.84%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
23,079
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 410.15%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
23,076
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
21,977
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
21,748
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 71.03%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
21,708
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2025
Added 38.2%
|
|
|
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
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
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%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
20,301
shares
|
$1.03 Million
0.68% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
20,160
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
20,049
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2023
Added 146.82%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
19,895
shares
|
$1.01 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
19,865
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 54.5%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
19,836
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Added 122.7%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
19,700
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
19,483
shares
|
$992,074
0.35% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
19,457
shares
|
$990,750
0.32% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
18,907
shares
|
$962,744
0.09% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
18,770
shares
|
$955,768
0.23% of portfolio
|
Q3 2025
Added 73.8%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
18,654
shares
|
$949,861
0.07% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
18,605
shares
|
$947,366
0.0% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18,533
shares
|
$943,700
0.01% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
18,520
shares
|
$943,038
0.0% of portfolio
|
Q3 2025
Added 37.4%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
18,470
shares
|
$940,492
0.4% of portfolio
|
Q3 2025
Added 14.71%
|
|