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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,913
shares
|
$148,329
0.01% of portfolio
|
Q3 2025
Added 39.85%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
2,860
shares
|
$145,631
0.02% of portfolio
|
Q3 2025
Reduced 25.62%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,840
shares
|
$144,612
0.01% of portfolio
|
Q4 2022
Reduced 80.53%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,802
shares
|
$142,677
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
2,790
shares
|
$142,066
0.05% of portfolio
|
Q3 2023
Reduced 41.51%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2,650
shares
|
$134,938
0.03% of portfolio
|
Q3 2025
Added 148.83%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,600
shares
|
$132,392
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,418
shares
|
$123,124
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,360
shares
|
$120,171
0.02% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
1,975
shares
|
$100,567
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
1,965
shares
|
$100,057
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
1,885
shares
|
$95,984
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,859
shares
|
$94,660
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,757
shares
|
$89,466
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,480
shares
|
$75,361
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,477
shares
|
$75,208
0.02% of portfolio
|
Q3 2023
Reduced 95.02%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
1,179
shares
|
$60,034
0.04% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,153
shares
|
$58,710
0.0% of portfolio
|
Q3 2025
Added 130.6%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,145
shares
|
$58,303
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,145
shares
|
$58,303
0.0% of portfolio
|
Q3 2025
Reduced 39.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,107
shares
|
$56,368
0.02% of portfolio
|
Q3 2024
Reduced 45.76%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,059
shares
|
$53,924
0.06% of portfolio
|
Q3 2025
Added 2202.17%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,019
shares
|
$51,887
0.0% of portfolio
|
Q3 2025
Added 7178.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$50,920
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
925
shares
|
$47,101
0.01% of portfolio
|
Q3 2022
New holding
|
|