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 |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
93,253
shares
|
$4.75 Million
0.84% of portfolio
|
Q1 2023
Added 0.6%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
93,186
shares
|
$4.75 Million
0.23% of portfolio
|
Q3 2025
Added 32.84%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
91,984
shares
|
$4.68 Million
0.3% of portfolio
|
Q3 2025
Added 48.64%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
91,681
shares
|
$4.67 Million
0.06% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
91,405
shares
|
$4.65 Million
0.82% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
90,517
shares
|
$4.61 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
90,188
shares
|
$4.59 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
88,482
shares
|
$4.51 Million
0.09% of portfolio
|
Q3 2025
Added 73.2%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
87,846
shares
|
$4.47 Million
1.2% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
87,598
shares
|
$4.46 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
87,431
shares
|
$4.45 Million
0.91% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
86,047
shares
|
$4.38 Million
0.1% of portfolio
|
Q3 2025
Added 162.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
85,795
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2025
Added 82.4%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
84,676
shares
|
$4.31 Million
1.61% of portfolio
|
Q3 2025
Reduced 23.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
84,433
shares
|
$4.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 27.31%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
83,410
shares
|
$4.25 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
82,390
shares
|
$4.2 Million
0.37% of portfolio
|
Q3 2025
Added 24.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
82,204
shares
|
$4.19 Million
0.68% of portfolio
|
Q2 2023
Reduced 13.2%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
82,000
shares
|
$4.18 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
81,970
shares
|
$4.17 Million
0.07% of portfolio
|
Q2 2023
Reduced 4.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
81,320
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
80,317
shares
|
$4.09 Million
0.46% of portfolio
|
Q3 2025
Added 27.39%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
80,006
shares
|
$4.07 Million
1.89% of portfolio
|
Q3 2025
Added 25.11%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
80,000
shares
|
$4.07 Million
1.96% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
78,990
shares
|
$4.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 43.19%
|
|