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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
168,211
shares
|
$8.57 Million
3.76% of portfolio
|
Q1 2024
Added 3.79%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
164,260
shares
|
$8.37 Million
0.38% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
163,246
shares
|
$8.32 Million
4.83% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
156,687
shares
|
$7.98 Million
1.75% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
153,074
shares
|
$7.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
148,631
shares
|
$7.57 Million
2.13% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
144,281
shares
|
$7.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
143,361
shares
|
$7.31 Million
0.23% of portfolio
|
Q1 2025
Added 2990.34%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
141,499
shares
|
$7.21 Million
3.16% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
140,310
shares
|
$7.15 Million
1.44% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
139,051
shares
|
$7.09 Million
0.31% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
137,350
shares
|
$7 Million
2.41% of portfolio
|
Q2 2025
Added 59.31%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
135,978
shares
|
$6.93 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
132,843
shares
|
$6.77 Million
1.75% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
132,112
shares
|
$6.73 Million
1.72% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
130,647
shares
|
$6.66 Million
5.34% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
129,514
shares
|
$6.6 Million
0.81% of portfolio
|
Q2 2025
Added 75.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
124,674
shares
|
$6.35 Million
0.01% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
123,767
shares
|
$6.31 Million
0.41% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
123,311
shares
|
$6.28 Million
0.04% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
120,360
shares
|
$6.13 Million
0.59% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
119,412
shares
|
$6.09 Million
1.97% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
119,039
shares
|
$6.07 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,209
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
116,154
shares
|
$5.92 Million
0.14% of portfolio
|
Q2 2025
Added 83.91%
|