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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
158,260
shares
|
$8.06 Million
0.93% of portfolio
|
Q3 2025
Added 22.2%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
158,024
shares
|
$8.05 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
151,442
shares
|
$7.71 Million
0.47% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
145,763
shares
|
$7.42 Million
0.16% of portfolio
|
Q3 2025
Added 51.27%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
145,627
shares
|
$7.42 Million
2.93% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
145,276
shares
|
$7.4 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
145,205
shares
|
$7.39 Million
2.48% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
143,170
shares
|
$7.29 Million
1.38% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
140,462
shares
|
$7.15 Million
5.13% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
138,940
shares
|
$7.07 Million
1.43% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
136,156
shares
|
$6.93 Million
0.1% of portfolio
|
Q3 2025
Added 2677.56%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
136,078
shares
|
$6.93 Million
0.47% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
135,978
shares
|
$6.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
134,620
shares
|
$6.85 Million
1.67% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
134,133
shares
|
$6.83 Million
0.15% of portfolio
|
Q3 2025
Added 23.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
134,131
shares
|
$6.83 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
131,202
shares
|
$6.68 Million
0.2% of portfolio
|
Q3 2025
Added 27.72%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
130,305
shares
|
$6.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
124,928
shares
|
$6.36 Million
0.32% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
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%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
121,944
shares
|
$6.21 Million
0.34% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
120,484
shares
|
$6.14 Million
0.74% of portfolio
|
Q3 2025
Added 45.63%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
119,866
shares
|
$6.1 Million
1.87% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
119,510
shares
|
$6.09 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.71%
|
|