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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,280
shares
|
$218,108
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
4,264
shares
|
$217,293
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,232
shares
|
$215,662
0.06% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
4,200
shares
|
$214,032
0.02% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,153
shares
|
$211,636
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
3,973
shares
|
$202,464
0.03% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
3,933
shares
|
$200,425
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,845
shares
|
$195,941
0.03% of portfolio
|
Q1 2025
Added 159.8%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
3,574
shares
|
$182,131
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,259
shares
|
$166,078
0.09% of portfolio
|
Q2 2025
Added 66.36%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,164
shares
|
$161,237
0.01% of portfolio
|
Q1 2025
Added 42.91%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,840
shares
|
$144,726
0.01% of portfolio
|
Q4 2022
Reduced 80.53%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,802
shares
|
$142,789
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,790
shares
|
$142,178
0.06% of portfolio
|
Q3 2023
Reduced 41.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$132,496
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
2,465
shares
|
$125,616
0.01% of portfolio
|
Q2 2025
Reduced 54.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,401
shares
|
$122,354
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,360
shares
|
$120,265
0.02% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,116
shares
|
$107,831
0.02% of portfolio
|
Q3 2024
Added 65.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,083
shares
|
$106,149
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
1,975
shares
|
$100,646
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,950
shares
|
$99,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,895
shares
|
$96,569
0.01% of portfolio
|
Q2 2025
Reduced 89.64%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,859
shares
|
$94,734
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,761
shares
|
$89,740
0.01% of portfolio
|
Q2 2025
New holding
|