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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,977
shares
|
$355,547
0.01% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
6,960
shares
|
$354,681
0.12% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 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
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
6,771
shares
|
$345,050
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
6,704
shares
|
$341,635
0.08% of portfolio
|
Q3 2025
Added 58.41%
|
|
|
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%
|
|
|
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%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
6,364
shares
|
$324,309
0.1% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
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%
|
|
|
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%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
6,073
shares
|
$309,480
0.01% of portfolio
|
Q2 2025
Reduced 56.47%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
6,037
shares
|
$307,645
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
6,000
shares
|
$305,760
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
6,000
shares
|
$305,760
0.1% of portfolio
|
Q3 2023
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%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,944
shares
|
$302,906
0.17% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
5,900
shares
|
$300,664
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
5,892
shares
|
$300,256
0.02% of portfolio
|
Q3 2025
Added 11.82%
|