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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
20,546
shares
|
$1.05 Million
1.51% of portfolio
|
Q2 2025
Added 73.79%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 08, 2025 Q2 2025 |
20,301
shares
|
$1.03 Million
0.47% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,049
shares
|
$1.02 Million
0.37% of portfolio
|
Q4 2023
Added 146.82%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,027
shares
|
$1.02 Million
0.19% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
19,977
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 32.83%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,934
shares
|
$964,876
0.17% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
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%
|
|
|
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%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
18,815
shares
|
$958,812
0.08% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
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%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
18,110
shares
|
$922,885
0.35% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
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%
|
|
|
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%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
17,204
shares
|
$876,715
0.01% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
17,194
shares
|
$876,206
0.44% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
16,989
shares
|
$865,759
0.0% of portfolio
|
Q2 2025
Added 59.31%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
16,795
shares
|
$855,873
0.83% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
16,743
shares
|
$853,223
0.03% of portfolio
|
Q2 2025
Reduced 51.26%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
16,634
shares
|
$847,668
0.16% of portfolio
|
Q2 2025
Added 4.68%
|