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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,746
shares
|
$88,976
0.03% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,480
shares
|
$75,420
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,477
shares
|
$75,267
0.02% of portfolio
|
Q3 2023
Reduced 95.02%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
1,312
shares
|
$66,859
0.05% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,145
shares
|
$58,349
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,107
shares
|
$56,412
0.02% of portfolio
|
Q3 2024
Reduced 45.76%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,065
shares
|
$54,272
0.01% of portfolio
|
Q1 2025
Reduced 52.46%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$50,960
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
925
shares
|
$47,138
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
903
shares
|
$46,016
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
876
shares
|
$44,640
0.02% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
834
shares
|
$42,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
834
shares
|
$42,500
0.0% of portfolio
|
Q1 2025
Reduced 25.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
816
shares
|
$41,583
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
801
shares
|
$40,818
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
771
shares
|
$39,290
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
514
shares
|
$26,193
0.0% of portfolio
|
Q2 2025
Added 414.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
504
shares
|
$25,683
0.02% of portfolio
|
Q2 2025
Reduced 49.85%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
504
shares
|
$25,683
0.02% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
500
shares
|
$25,480
0.0% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
454
shares
|
$23,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
440
shares
|
$22,422
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
424
shares
|
$21,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
375
shares
|
$19,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
365
shares
|
$18,600
0.01% of portfolio
|
Q4 2023
New holding
|