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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
525,390
shares
|
$26.8 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
496,840
shares
|
$25.3 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
462,652
shares
|
$23.6 Million
0.0% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
448,355
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
440,125
shares
|
$22.4 Million
2.4% of portfolio
|
Q3 2025
Added 24.03%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
414,221
shares
|
$21.1 Million
0.09% of portfolio
|
Q3 2022
Reduced 7.75%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
410,095
shares
|
$20.9 Million
2.21% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
409,707
shares
|
$20.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
399,848
shares
|
$20.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
395,314
shares
|
$20.1 Million
0.04% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
386,496
shares
|
$19.7 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
372,300
shares
|
$19 Million
0.03% of portfolio
|
Q3 2025
Reduced 58.32%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
360,087
shares
|
$18.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
357,165
shares
|
$18.2 Million
0.04% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
303,824
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
292,811
shares
|
$14.9 Million
3.39% of portfolio
|
Q3 2025
Added 97.01%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
289,559
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 33.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
284,297
shares
|
$14.5 Million
0.32% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
269,661
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2025
Added 26.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
268,753
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
267,132
shares
|
$13.6 Million
0.07% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
257,352
shares
|
$13.1 Million
5.49% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
256,848
shares
|
$13.1 Million
3.41% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
255,903
shares
|
$13 Million
0.52% of portfolio
|
Q3 2025
Reduced 39.84%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
253,719
shares
|
$12.9 Million
2.83% of portfolio
|
Q3 2025
Added 14.99%
|
|