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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
5,546
shares
|
$282,624
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
5,334
shares
|
$271,820
0.13% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,093
shares
|
$259,539
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
5,092
shares
|
$259,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,069
shares
|
$258,316
0.08% of portfolio
|
Q1 2025
Added 23.03%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
5,019
shares
|
$255,768
0.12% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,961
shares
|
$252,812
0.07% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,940
shares
|
$251,742
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
4,933
shares
|
$251,385
0.04% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,922
shares
|
$250,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
4,902
shares
|
$249,805
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
4,860
shares
|
$247,665
0.22% of portfolio
|
Q2 2025
Reduced 39.64%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
4,786
shares
|
$243,894
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,731
shares
|
$241,091
0.02% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
4,672
shares
|
$238,085
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,606
shares
|
$234,721
0.13% of portfolio
|
Q4 2023
Reduced 39.27%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
4,582
shares
|
$233,498
0.12% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
4,575
shares
|
$233,142
0.15% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
4,559
shares
|
$232,326
0.11% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,524
shares
|
$230,543
0.01% of portfolio
|
Q2 2025
New holding
|