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 |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
8,243
shares
|
$420,063
0.07% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
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%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,057
shares
|
$410,584
0.01% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
8,048
shares
|
$410,126
0.13% of portfolio
|
Q2 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
|
Jul 22, 2025 Q2 2025 |
7,739
shares
|
$394,379
0.0% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
7,711
shares
|
$392,952
0.36% 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
|
Jul 30, 2025 Q2 2025 |
7,390
shares
|
$376,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Jul 30, 2025 Q2 2025 |
7,327
shares
|
$373,383
0.14% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
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
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
7,071
shares
|
$360,338
0.11% of portfolio
|
Q2 2025
Added 47.04%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
7,006
shares
|
$357,025
0.05% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
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%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,977
shares
|
$355,547
0.01% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
6,950
shares
|
$354,172
0.04% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
6,913
shares
|
$352,286
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,800
shares
|
$346,528
0.15% of portfolio
|
Q2 2025
New holding
|