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 |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
8,865
shares
|
$451,405
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
8,800
shares
|
$448,096
0.02% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
8,666
shares
|
$441,272
0.1% of portfolio
|
Q3 2025
Added 42.51%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
8,608
shares
|
$438,319
0.1% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
8,589
shares
|
$437,351
0.57% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
8,453
shares
|
$430,426
0.37% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,366
shares
|
$425,996
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
8,349
shares
|
$425,131
0.27% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,340
shares
|
$424,672
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,288
shares
|
$422,024
0.02% of portfolio
|
Q3 2025
Added 62.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,283
shares
|
$421,770
0.01% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
8,269
shares
|
$421,057
0.05% of portfolio
|
Q3 2025
Added 36.16%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
8,250
shares
|
$420,090
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
8,162
shares
|
$415,609
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
8,068
shares
|
$410,822
0.14% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
7,943
shares
|
$404,457
0.29% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
7,855
shares
|
$399,976
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
7,850
shares
|
$399,722
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,840
shares
|
$399,212
0.09% of portfolio
|
Q4 2022
Added 30.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,769
shares
|
$395,597
0.0% of portfolio
|
Q3 2025
Reduced 41.78%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,750
shares
|
$394,630
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
7,711
shares
|
$392,644
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
7,698
shares
|
$391,982
0.01% of portfolio
|
Q3 2025
Reduced 54.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,632
shares
|
$388,621
0.01% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
7,390
shares
|
$376,298
0.01% of portfolio
|
Q1 2025
New holding
|
|