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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
21,223
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
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%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
20,633
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
20,301
shares
|
$1.03 Million
0.74% 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
|
Jul 25, 2025 Q2 2025 |
20,049
shares
|
$1.02 Million
0.37% of portfolio
|
Q4 2023
Added 146.82%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
19,977
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 32.83%
|
|
|
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%
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
19,457
shares
|
$991,528
0.32% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
18,911
shares
|
$963,704
0.41% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
18,907
shares
|
$963,500
0.09% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
18,815
shares
|
$958,812
0.08% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
18,815
shares
|
$958,812
0.12% of portfolio
|
Q2 2025
Added 41.99%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
18,770
shares
|
$956,519
0.23% of portfolio
|
Q3 2025
Added 73.8%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
18,642
shares
|
$949,996
0.37% of portfolio
|
Q2 2025
Added 21.45%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
18,405
shares
|
$937,918
0.23% of portfolio
|
Q2 2025
Reduced 34.6%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
18,294
shares
|
$932,262
0.1% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,089
shares
|
$921,815
0.12% of portfolio
|
Q3 2023
Reduced 32.2%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
17,896
shares
|
$911,980
0.5% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
17,819
shares
|
$908,056
0.42% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,719
shares
|
$902,960
0.0% of portfolio
|
Q2 2025
Reduced 45.23%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
17,589
shares
|
$896,335
0.0% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
17,312
shares
|
$882,219
0.21% of portfolio
|
Q3 2025
Reduced 46.94%
|