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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
300
shares
|
$15,288
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
298
shares
|
$15,186
0.0% of portfolio
|
Q2 2025
Reduced 51.7%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
270
shares
|
$13,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
270
shares
|
$13,759
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
262
shares
|
$13,351
0.01% of portfolio
|
Q2 2025
Added 60.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
232
shares
|
$11,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
212
shares
|
$10,803
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
155
shares
|
$7,898
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
105
shares
|
$5,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
73
shares
|
$3,720
0.0% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
46
shares
|
$2,344
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
46
shares
|
$2,344
0.0% of portfolio
|
Q1 2025
Added 119.05%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
37
shares
|
$1,885
0.0% of portfolio
|
Q2 2025
Reduced 96.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14
shares
|
$713
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|