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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
251,529
shares
|
$12.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 48.61%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
250,699
shares
|
$12.8 Million
1.23% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
249,001
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.87%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
248,447
shares
|
$12.7 Million
3.54% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
248,340
shares
|
$12.7 Million
0.07% of portfolio
|
Q2 2025
Added 107.42%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
239,415
shares
|
$12.2 Million
1.58% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
230,824
shares
|
$11.8 Million
5.09% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
230,052
shares
|
$11.7 Million
0.55% of portfolio
|
Q2 2025
Added 56.42%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
229,429
shares
|
$11.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 51.79%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
228,795
shares
|
$11.7 Million
1.37% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
220,743
shares
|
$11.2 Million
2.85% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
220,644
shares
|
$11.2 Million
2.64% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
216,874
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
213,902
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
213,251
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.29%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
197,265
shares
|
$10.1 Million
0.69% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
194,877
shares
|
$9.93 Million
0.47% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
189,697
shares
|
$9.67 Million
2.78% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
184,870
shares
|
$9.42 Million
0.14% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
182,651
shares
|
$9.31 Million
0.01% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
182,646
shares
|
$9.31 Million
3.96% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
181,152
shares
|
$9.23 Million
0.27% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
176,462
shares
|
$8.99 Million
0.63% of portfolio
|
Q2 2025
Added 47.23%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
173,390
shares
|
$8.84 Million
0.9% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
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%
|