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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
13,702
shares
|
$698,253
0.12% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
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%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
13,279
shares
|
$676,697
0.19% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
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%
|
|
|
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%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
12,845
shares
|
$654,581
0.17% of portfolio
|
Q2 2025
Added 30.51%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
12,781
shares
|
$651,319
0.16% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
12,716
shares
|
$648,007
0.04% of portfolio
|
Q2 2025
Added 35.36%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
12,562
shares
|
$640,159
0.3% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
12,240
shares
|
$623,750
0.32% of portfolio
|
Q2 2025
Added 119.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
12,133
shares
|
$618,297
0.01% of portfolio
|
Q2 2025
Added 47.5%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
11,975
shares
|
$610,246
0.11% of portfolio
|
Q1 2024
Reduced 46.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
11,964
shares
|
$609,685
0.01% of portfolio
|
Q2 2025
Reduced 24.9%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
11,858
shares
|
$604,283
0.09% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
11,836
shares
|
$603,162
0.11% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
11,823
shares
|
$602,500
0.09% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
11,786
shares
|
$600,614
0.04% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
11,750
shares
|
$598,780
0.04% of portfolio
|
Q3 2022
New holding
|