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 543 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Apr 28, 2025 Q1 2025 |
163,246
shares
|
$8.32 Million
4.83% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
158,260
shares
|
$8.06 Million
0.93% of portfolio
|
Q3 2025
Added 22.2%
|
|
|
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%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
151,442
shares
|
$7.72 Million
0.47% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
148,631
shares
|
$7.57 Million
2.13% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
145,763
shares
|
$7.43 Million
0.16% of portfolio
|
Q3 2025
Added 51.27%
|
|
|
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
|
Q2 2025
Reduced 33.12%
|
|
|
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%
|
|
|
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%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
130,822
shares
|
$6.67 Million
0.06% of portfolio
|
Q2 2025
Added 99.98%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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
|
Oct 08, 2025 Q3 2025 |
119,866
shares
|
$6.11 Million
1.87% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
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
|