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 |
|---|---|---|---|---|---|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
8,453
shares
|
$430,764
0.37% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
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%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,340
shares
|
$425,006
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
8,305
shares
|
$423,222
0.32% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
8,269
shares
|
$421,388
0.05% of portfolio
|
Q3 2025
Added 36.16%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
8,250
shares
|
$420,420
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
8,224
shares
|
$419,095
0.07% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,189
shares
|
$417,311
0.11% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
8,162
shares
|
$415,935
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
8,098
shares
|
$412,674
0.03% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
7,943
shares
|
$404,775
0.29% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
7,850
shares
|
$400,036
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,840
shares
|
$399,526
0.09% of portfolio
|
Q4 2022
Added 30.93%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7,784
shares
|
$396,672
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,750
shares
|
$394,940
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
7,711
shares
|
$392,952
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
7,588
shares
|
$386,684
0.0% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
7,500
shares
|
$382,200
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,430
shares
|
$378,632
0.2% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
7,390
shares
|
$376,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,284
shares
|
$371,192
0.02% of portfolio
|
Q2 2025
Added 37.33%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
7,141
shares
|
$363,905
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
7,076
shares
|
$360,592
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
7,071
shares
|
$360,338
0.11% of portfolio
|
Q2 2025
Added 47.04%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,998
shares
|
$356,618
0.05% of portfolio
|
Q2 2025
Reduced 11.84%
|