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 59.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
14,149
shares
|
$721,033
0.05% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
14,146
shares
|
$720,880
0.18% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
14,119
shares
|
$719,504
0.12% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
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%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
14,043
shares
|
$715,631
0.16% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
13,944
shares
|
$710,586
0.09% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
13,883
shares
|
$707,477
0.1% of portfolio
|
Q3 2025
Added 68.42%
|
|
|
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
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
13,702
shares
|
$698,253
0.12% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
13,623
shares
|
$694,228
0.21% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
13,615
shares
|
$693,820
0.01% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,535
shares
|
$689,743
0.15% of portfolio
|
Q2 2025
Reduced 44.04%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,479
shares
|
$686,889
0.0% of portfolio
|
Q2 2025
Added 158.76%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
13,423
shares
|
$684,036
0.07% of portfolio
|
Q2 2025
Added 81.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
13,345
shares
|
$680,061
0.01% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,291
shares
|
$677,309
0.0% of portfolio
|
Q2 2025
Added 113.54%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
13,039
shares
|
$664,467
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
13,019
shares
|
$663,448
0.04% of portfolio
|
Q2 2025
Added 133.61%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
12,973
shares
|
$661,104
0.11% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
12,897
shares
|
$657,231
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,858
shares
|
$655,243
0.01% of portfolio
|
Q2 2025
Added 60.62%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
12,781
shares
|
$651,319
0.16% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
12,562
shares
|
$640,159
0.27% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
12,346
shares
|
$629,152
0.1% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
12,240
shares
|
$623,750
0.32% of portfolio
|
Q2 2025
Added 119.63%
|