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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
14,746
shares
|
$750,866
0.06% of portfolio
|
Q3 2025
Reduced 30.14%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
14,745
shares
|
$750,815
0.01% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
14,725
shares
|
$749,797
0.14% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,668
shares
|
$746,894
0.07% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
14,600
shares
|
$743,432
0.23% of portfolio
|
Q4 2022
Added 37.74%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
14,500
shares
|
$738,340
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,398
shares
|
$733,146
0.0% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
14,203
shares
|
$723,216
0.54% of portfolio
|
Q3 2025
Added 45.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
14,195
shares
|
$722,809
0.04% of portfolio
|
Q3 2025
Added 26.58%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
14,169
shares
|
$721,485
0.07% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
14,146
shares
|
$720,314
0.18% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
14,119
shares
|
$718,939
0.12% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
14,043
shares
|
$715,069
0.16% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
13,960
shares
|
$710,843
0.01% of portfolio
|
Q3 2025
Reduced 51.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
13,944
shares
|
$710,028
0.09% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
13,883
shares
|
$706,922
0.1% of portfolio
|
Q3 2025
Added 68.42%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
13,815
shares
|
$703,459
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
13,780
shares
|
$701,677
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
13,623
shares
|
$693,683
0.21% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,487
shares
|
$686,758
0.11% of portfolio
|
Q3 2025
Added 92.73%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
13,398
shares
|
$682,226
0.54% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
13,287
shares
|
$676,574
0.2% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
13,049
shares
|
$664,455
0.07% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
12,973
shares
|
$660,585
0.11% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
12,600
shares
|
$641,592
0.16% of portfolio
|
Q3 2025
New holding
|
|