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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,660
shares
|
$594,193
0.08% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
11,633
shares
|
$592,817
0.4% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
11,427
shares
|
$582,319
0.05% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
11,258
shares
|
$573,707
0.09% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,252
shares
|
$573,401
0.11% of portfolio
|
Q3 2023
Added 2.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
11,251
shares
|
$573,350
0.06% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
11,214
shares
|
$571,465
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
11,191
shares
|
$570,293
0.16% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
11,163
shares
|
$568,866
0.07% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
10,981
shares
|
$559,591
0.29% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
10,945
shares
|
$557,757
0.04% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,931
shares
|
$557,043
0.01% of portfolio
|
Q2 2025
Added 30.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,848
shares
|
$552,814
0.02% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
10,800
shares
|
$550,368
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,767
shares
|
$548,686
0.17% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
10,690
shares
|
$544,762
0.26% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
10,600
shares
|
$540,176
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
10,580
shares
|
$539,156
0.22% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
10,480
shares
|
$534,060
0.16% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
10,400
shares
|
$529,984
0.03% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
10,248
shares
|
$522,238
0.02% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
10,147
shares
|
$517,091
0.21% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,142
shares
|
$516,836
0.0% of portfolio
|
Q2 2025
Added 26.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,133
shares
|
$516,377
0.02% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
10,000
shares
|
$509,600
0.02% of portfolio
|
Q1 2024
New holding
|