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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
6,037
shares
|
$307,404
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,000
shares
|
$305,520
0.08% of portfolio
|
Q3 2025
Reduced 37.14%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,000
shares
|
$305,520
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
6,000
shares
|
$305,520
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,944
shares
|
$302,668
0.17% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
5,926
shares
|
$301,751
0.0% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
5,900
shares
|
$300,428
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
5,900
shares
|
$300,428
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
5,892
shares
|
$300,020
0.02% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
5,800
shares
|
$295,336
0.07% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
5,755
shares
|
$293,044
0.07% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,699
shares
|
$290,193
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
5,546
shares
|
$282,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,460
shares
|
$278,023
0.14% of portfolio
|
Q3 2025
Reduced 26.51%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
5,446
shares
|
$277,310
0.15% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
5,430
shares
|
$276,495
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,385
shares
|
$274,204
0.03% of portfolio
|
Q4 2023
Added 12.3%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
5,334
shares
|
$271,607
0.13% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,249
shares
|
$267,279
0.01% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,205
shares
|
$265,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,069
shares
|
$258,113
0.08% of portfolio
|
Q1 2025
Added 23.03%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
5,015
shares
|
$255,363
0.12% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,000
shares
|
$254,600
0.09% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
4,979
shares
|
$253,530
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,940
shares
|
$251,544
0.01% of portfolio
|
Q2 2022
New holding
|
|