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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
16,989
shares
|
$865,759
0.0% of portfolio
|
Q2 2025
Added 59.31%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
16,863
shares
|
$859,338
0.25% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
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%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,509
shares
|
$841,298
0.06% of portfolio
|
Q2 2025
Added 103.26%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
16,389
shares
|
$835,183
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,371
shares
|
$834,266
0.63% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
16,327
shares
|
$832,023
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
16,223
shares
|
$826,724
0.26% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
16,101
shares
|
$820,506
0.37% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
16,037
shares
|
$817,245
0.39% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
15,861
shares
|
$808,276
0.09% of portfolio
|
Q1 2025
Reduced 44.98%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
15,787
shares
|
$804,505
0.01% of portfolio
|
Q2 2025
Added 70.85%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
15,708
shares
|
$800,479
0.31% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
15,547
shares
|
$792,275
0.65% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
15,244
shares
|
$776,834
0.07% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
15,144
shares
|
$771,738
0.19% of portfolio
|
Q2 2025
Reduced 24.45%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
14,801
shares
|
$754,258
0.61% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,668
shares
|
$747,481
0.07% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
14,600
shares
|
$744,016
0.18% of portfolio
|
Q4 2022
Added 37.74%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
14,500
shares
|
$738,920
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
14,497
shares
|
$738,767
0.45% of portfolio
|
Q2 2025
Added 155.45%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
14,203
shares
|
$723,784
0.54% of portfolio
|
Q3 2025
Added 45.39%
|