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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
18,323
shares
|
$933,007
0.11% of portfolio
|
Q3 2025
Added 156.59%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
18,294
shares
|
$931,530
0.09% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,089
shares
|
$921,091
0.12% of portfolio
|
Q3 2023
Reduced 32.2%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
17,896
shares
|
$911,264
0.5% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
17,819
shares
|
$907,343
0.42% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,764
shares
|
$904,542
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
17,497
shares
|
$890,947
0.0% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
17,312
shares
|
$881,527
0.21% of portfolio
|
Q3 2025
Reduced 46.94%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
17,051
shares
|
$868,236
0.01% of portfolio
|
Q3 2025
Added 94.11%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
16,875
shares
|
$859,275
0.05% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
16,863
shares
|
$858,663
0.25% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
16,795
shares
|
$855,201
0.78% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
16,673
shares
|
$848,989
0.1% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
16,509
shares
|
$840,638
0.05% of portfolio
|
Q2 2025
Added 103.26%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
16,389
shares
|
$834,527
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
16,327
shares
|
$831,370
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
16,223
shares
|
$826,075
0.26% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
15,937
shares
|
$811,512
0.36% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
15,905
shares
|
$809,882
0.31% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,851
shares
|
$807,132
0.13% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
15,547
shares
|
$791,653
0.65% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
15,502
shares
|
$789,361
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,952
shares
|
$761,355
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
14,899
shares
|
$758,657
0.01% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
14,801
shares
|
$753,666
0.61% of portfolio
|
Q3 2025
Added 0.7%
|
|