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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
113,776
shares
|
$5.8 Million
0.36% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
113,012
shares
|
$5.76 Million
0.41% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
111,763
shares
|
$5.7 Million
0.42% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
109,326
shares
|
$5.57 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
108,274
shares
|
$5.52 Million
0.13% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
108,104
shares
|
$5.51 Million
0.34% of portfolio
|
Q1 2025
Reduced 65.34%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
106,229
shares
|
$5.41 Million
0.51% of portfolio
|
Q3 2025
Added 81.24%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
105,882
shares
|
$5.4 Million
0.4% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
105,281
shares
|
$5.37 Million
0.08% of portfolio
|
Q3 2025
Added 108.29%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
103,818
shares
|
$5.29 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
103,449
shares
|
$5.27 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
102,725
shares
|
$5.23 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
101,230
shares
|
$5.16 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
101,200
shares
|
$5.16 Million
2.11% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
99,749
shares
|
$5.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
98,375
shares
|
$5.01 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
98,089
shares
|
$5 Million
1.48% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
96,321
shares
|
$4.91 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
94,907
shares
|
$4.84 Million
1.77% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
94,878
shares
|
$4.83 Million
1.97% of portfolio
|
Q3 2025
Added 29.64%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
93,253
shares
|
$4.75 Million
0.84% of portfolio
|
Q1 2023
Added 0.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
91,277
shares
|
$4.65 Million
0.12% of portfolio
|
Q2 2025
Added 43.4%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
91,205
shares
|
$4.65 Million
1.37% of portfolio
|
Q2 2025
New holding
|