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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
11,704
shares
|
$596,435
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
11,097
shares
|
$565,503
0.08% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
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%
|
|
|
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
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
10,584
shares
|
$539,360
0.24% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
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%
|