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 |
|---|---|---|---|---|---|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
6,771
shares
|
$345,050
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,574
shares
|
$335,011
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
6,525
shares
|
$332,514
0.0% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
6,395
shares
|
$325,889
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,374
shares
|
$324,819
0.01% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,350
shares
|
$323,596
0.18% of portfolio
|
Q2 2025
Added 323.33%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,266
shares
|
$319,315
0.16% of portfolio
|
Q2 2025
Added 36.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6,202
shares
|
$316,053
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
6,129
shares
|
$312,333
0.2% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
6,081
shares
|
$309,887
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
6,077
shares
|
$309,683
0.18% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,073
shares
|
$309,480
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
6,073
shares
|
$309,480
0.01% of portfolio
|
Q2 2025
Reduced 56.47%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
6,000
shares
|
$305,760
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
6,000
shares
|
$305,760
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
5,980
shares
|
$304,740
0.07% of portfolio
|
Q2 2025
Reduced 76.39%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,966
shares
|
$304,027
0.0% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
5,900
shares
|
$300,664
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
5,800
shares
|
$295,568
0.06% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,798
shares
|
$295,466
0.02% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
5,695
shares
|
$290,217
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
5,446
shares
|
$277,528
0.15% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,385
shares
|
$274,419
0.03% of portfolio
|
Q4 2023
Added 12.3%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
5,340
shares
|
$272,126
0.18% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
5,334
shares
|
$271,820
0.13% of portfolio
|
Q2 2024
Reduced 0.3%
|