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 543 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
541,812
shares
|
$27.6 Million
0.05% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
531,582
shares
|
$27.1 Million
14.24% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
530,088
shares
|
$27 Million
1.19% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
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%
|
|
|
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%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
440,125
shares
|
$22.4 Million
2.4% of portfolio
|
Q3 2025
Added 24.03%
|
|
|
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
|
Oct 14, 2025 Q3 2025 |
386,496
shares
|
$19.7 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
373,716
shares
|
$19 Million
0.04% of portfolio
|
Q2 2025
Reduced 41.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
360,087
shares
|
$18.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
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%
|
|
|
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%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
251,529
shares
|
$12.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 48.61%
|