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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
9,769
shares
|
$497,828
0.43% of portfolio
|
Q1 2025
Reduced 28.84%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
9,708
shares
|
$494,719
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
9,545
shares
|
$486,413
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
9,483
shares
|
$483,253
0.06% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
9,245
shares
|
$471,125
0.05% of portfolio
|
Q2 2025
Added 103.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,143
shares
|
$465,927
0.04% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,089
shares
|
$463,175
0.01% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,084
shares
|
$462,920
0.01% of portfolio
|
Q2 2024
Added 10.24%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
9,079
shares
|
$462,665
0.02% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
9,044
shares
|
$460,882
0.12% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
9,035
shares
|
$460,423
0.04% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
9,000
shares
|
$458,640
0.19% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
8,907
shares
|
$453,900
0.07% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,885
shares
|
$452,779
0.02% of portfolio
|
Q2 2025
Reduced 21.3%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
8,879
shares
|
$452,473
0.21% of portfolio
|
Q1 2025
Added 104.11%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
8,865
shares
|
$451,760
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
8,808
shares
|
$448,855
0.01% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,704
shares
|
$443,555
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
8,698
shares
|
$443,250
0.17% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
8,589
shares
|
$437,695
0.57% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
8,501
shares
|
$433,210
0.05% of portfolio
|
Q2 2025
Reduced 54.0%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
8,490
shares
|
$432,650
0.41% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,366
shares
|
$426,331
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
8,305
shares
|
$423,222
0.32% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
8,250
shares
|
$420,420
0.09% of portfolio
|
Q2 2025
New holding
|