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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
886
shares
|
$45,115
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
844
shares
|
$42,976
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
834
shares
|
$42,467
0.0% of portfolio
|
Q1 2025
Reduced 25.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
822
shares
|
$41,856
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
805
shares
|
$40,990
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
775
shares
|
$39,463
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
580
shares
|
$29,533
0.0% of portfolio
|
Q3 2025
Reduced 30.46%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
504
shares
|
$25,663
0.02% of portfolio
|
Q2 2025
Reduced 49.85%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
504
shares
|
$25,663
0.02% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
440
shares
|
$22,404
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
424
shares
|
$21,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
371
shares
|
$18,891
0.0% of portfolio
|
Q3 2025
Added 408.22%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
365
shares
|
$18,585
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
353
shares
|
$17,974
0.0% of portfolio
|
Q3 2025
Reduced 31.32%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
300
shares
|
$15,276
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
298
shares
|
$15,174
0.0% of portfolio
|
Q2 2025
Reduced 51.7%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
270
shares
|
$13,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
270
shares
|
$13,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
215
shares
|
$10,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
213
shares
|
$10,845
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
177
shares
|
$9,012
0.76% of portfolio
|
Q3 2025
Added 15491.53%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
156
shares
|
$7,943
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
105
shares
|
$5,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
46
shares
|
$2,342
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
37
shares
|
$1,884
0.0% of portfolio
|
Q2 2025
Reduced 96.43%
|
|