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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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 |
Jul 11, 2025 Q2 2025 |
16,310
shares
|
$831,157
0.07% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
16,275
shares
|
$829,374
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
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%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
15,963
shares
|
$813,474
0.28% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
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%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Jul 24, 2025 Q2 2025 |
15,000
shares
|
$764,400
0.09% of portfolio
|
Q2 2025
Reduced 23.86%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
14,997
shares
|
$764,247
0.24% of portfolio
|
Q2 2025
Added 166.38%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
14,698
shares
|
$749,010
0.95% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
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%
|
|
|
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%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
14,265
shares
|
$726,944
0.24% of portfolio
|
Q2 2025
Reduced 31.45%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
14,252
shares
|
$726,281
0.14% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
14,149
shares
|
$721,033
0.05% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
14,082
shares
|
$717,618
0.24% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
13,846
shares
|
$705,592
0.1% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,780
shares
|
$702,228
0.03% of portfolio
|
Q3 2022
New holding
|