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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
118,432
shares
|
$6.03 Million
0.41% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
116,759
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
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%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
113,776
shares
|
$5.79 Million
0.36% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
112,290
shares
|
$5.72 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
111,200
shares
|
$5.66 Million
2.17% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
108,104
shares
|
$5.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 65.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
107,382
shares
|
$5.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
107,356
shares
|
$5.47 Million
1.39% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
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
|
$5.39 Million
0.4% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
105,449
shares
|
$5.37 Million
1.34% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
105,281
shares
|
$5.36 Million
0.08% of portfolio
|
Q3 2025
Added 108.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
104,943
shares
|
$5.34 Million
0.14% of portfolio
|
Q3 2025
Added 156.31%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
104,135
shares
|
$5.3 Million
0.81% of portfolio
|
Q3 2025
Added 245.26%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
104,066
shares
|
$5.3 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
100,216
shares
|
$5.1 Million
0.14% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
99,949
shares
|
$5.09 Million
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
99,044
shares
|
$5.04 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
98,375
shares
|
$5.01 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
98,089
shares
|
$4.99 Million
1.48% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
96,321
shares
|
$4.9 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
94,907
shares
|
$4.83 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%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
93,686
shares
|
$4.77 Million
0.11% of portfolio
|
Q3 2025
Added 2.64%
|
|