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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,269
shares
|
$268,508
0.02% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
5,269
shares
|
$268,508
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
5,171
shares
|
$263,514
0.15% of portfolio
|
Q2 2025
Reduced 49.13%
|
|
|
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
|
|
|
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
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
4,659
shares
|
$237,422
0.12% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
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%
|
|
|
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 |
Jul 22, 2025 Q2 2025 |
4,528
shares
|
$230,746
0.1% of portfolio
|
Q2 2025
Reduced 19.24%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,524
shares
|
$230,543
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
4,505
shares
|
$229,574
0.13% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,492
shares
|
$228,912
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
4,445
shares
|
$226,517
0.15% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
4,441
shares
|
$226,313
0.05% of portfolio
|
Q2 2024
Reduced 45.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,429
shares
|
$225,701
0.01% of portfolio
|
Q1 2025
New holding
|