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 |
|---|---|---|---|---|---|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
524,373
shares
|
$26.7 Million
14.63% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
498,744
shares
|
$25.4 Million
1.0% of portfolio
|
Q2 2025
Added 126.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
497,394
shares
|
$25.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
485,473
shares
|
$24.7 Million
0.09% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
457,704
shares
|
$23.3 Million
0.03% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
457,401
shares
|
$23.3 Million
3.67% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
454,908
shares
|
$23.2 Million
0.0% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
454,766
shares
|
$23.2 Million
2.39% of portfolio
|
Q2 2025
Added 22.09%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
437,628
shares
|
$22.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
427,220
shares
|
$21.8 Million
0.12% of portfolio
|
Q2 2025
Added 62.84%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
426,216
shares
|
$21.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
425,380
shares
|
$21.7 Million
0.91% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
414,221
shares
|
$21.1 Million
0.09% of portfolio
|
Q3 2022
Reduced 7.75%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
411,003
shares
|
$20.9 Million
0.08% of portfolio
|
Q2 2025
Added 234.72%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
397,358
shares
|
$20.2 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
395,637
shares
|
$20.2 Million
0.34% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
394,192
shares
|
$20.1 Million
0.35% of portfolio
|
Q2 2025
Added 66.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
373,716
shares
|
$19 Million
0.23% of portfolio
|
Q2 2025
Reduced 41.84%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
354,856
shares
|
$18.1 Million
2.13% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
331,184
shares
|
$16.9 Million
0.04% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
330,535
shares
|
$16.8 Million
0.06% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
299,420
shares
|
$15.3 Million
14.61% of portfolio
|
Q2 2025
Added 688.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
268,090
shares
|
$13.7 Million
0.03% of portfolio
|
Q2 2025
Added 142.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
263,278
shares
|
$13.4 Million
0.33% of portfolio
|
Q2 2025
Added 64.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
254,332
shares
|
$13 Million
0.01% of portfolio
|
Q2 2025
Added 15.44%
|