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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
10,767
shares
|
$548,255
0.15% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
10,766
shares
|
$548,204
0.24% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
10,731
shares
|
$546,422
0.04% of portfolio
|
Q3 2025
Reduced 76.3%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
10,602
shares
|
$539,853
0.07% of portfolio
|
Q3 2025
Reduced 69.89%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
10,600
shares
|
$539,752
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
10,584
shares
|
$538,937
0.24% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
10,436
shares
|
$531,401
0.15% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
10,224
shares
|
$520,606
0.07% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
10,128
shares
|
$515,717
0.04% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$509,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
9,949
shares
|
$506,603
0.44% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
9,893
shares
|
$503,751
0.04% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,774
shares
|
$497,692
0.05% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
9,752
shares
|
$496,571
0.09% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
9,752
shares
|
$496,571
0.18% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
9,483
shares
|
$482,874
0.05% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
9,469
shares
|
$482,161
0.02% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
9,438
shares
|
$480,582
0.14% of portfolio
|
Q3 2025
Reduced 78.23%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
9,320
shares
|
$474,574
0.11% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,152
shares
|
$466,019
0.02% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
9,106
shares
|
$463,677
0.05% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,089
shares
|
$462,811
0.01% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
9,087
shares
|
$462,710
0.02% of portfolio
|
Q3 2025
Added 105.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,084
shares
|
$462,557
0.01% of portfolio
|
Q2 2024
Added 10.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,035
shares
|
$460,062
0.04% of portfolio
|
Q2 2025
Added 12.43%
|
|