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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
253,337
shares
|
$12.9 Million
1.43% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
252,646
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2025
Added 38.32%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
252,181
shares
|
$12.8 Million
0.57% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
248,782
shares
|
$12.7 Million
11.14% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
247,201
shares
|
$12.6 Million
0.96% of portfolio
|
Q3 2025
Added 180.9%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
247,108
shares
|
$12.6 Million
0.55% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
246,781
shares
|
$12.6 Million
1.53% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
245,572
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
245,359
shares
|
$12.5 Million
1.16% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
236,247
shares
|
$12 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
229,336
shares
|
$11.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
224,730
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
220,026
shares
|
$11.2 Million
0.72% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
206,571
shares
|
$10.5 Million
2.64% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
205,713
shares
|
$10.5 Million
3.03% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
202,501
shares
|
$10.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
184,870
shares
|
$9.41 Million
0.14% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
184,698
shares
|
$9.4 Million
3.71% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
175,240
shares
|
$8.92 Million
0.86% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
171,115
shares
|
$8.71 Million
0.31% of portfolio
|
Q3 2025
Added 459.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
169,817
shares
|
$8.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
168,211
shares
|
$8.57 Million
3.76% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
168,027
shares
|
$8.56 Million
0.23% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
165,290
shares
|
$8.42 Million
0.36% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
159,342
shares
|
$8.11 Million
3.93% of portfolio
|
Q3 2025
Reduced 2.39%
|
|