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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
110,222
shares
|
$5.62 Million
0.32% of portfolio
|
Q2 2025
Added 70.5%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
110,003
shares
|
$5.61 Million
2.24% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
109,409
shares
|
$5.58 Million
0.38% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
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%
|
|
|
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%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
99,875
shares
|
$5.09 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
99,749
shares
|
$5.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
99,213
shares
|
$5.06 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
98,375
shares
|
$5.01 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
96,358
shares
|
$4.91 Million
0.11% of portfolio
|
Q2 2025
Added 95.68%
|
|
|
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
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
90,731
shares
|
$4.62 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
88,398
shares
|
$4.5 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
88,203
shares
|
$4.49 Million
1.79% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
88,004
shares
|
$4.48 Million
3.58% of portfolio
|
Q2 2025
New holding
|