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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
87,990
shares
|
$4.48 Million
0.91% of portfolio
|
Q2 2025
Added 49.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
85,360
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
84,842
shares
|
$4.32 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
84,797
shares
|
$4.32 Million
1.17% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
83,250
shares
|
$4.24 Million
1.32% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
83,167
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
82,731
shares
|
$4.22 Million
0.55% of portfolio
|
Q2 2025
Added 472.93%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
82,705
shares
|
$4.21 Million
2.54% of portfolio
|
Q2 2025
Added 98.11%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
82,175
shares
|
$4.19 Million
0.25% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
81,970
shares
|
$4.18 Million
0.07% of portfolio
|
Q2 2023
Reduced 4.71%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
81,485
shares
|
$4.15 Million
1.21% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
80,268
shares
|
$4.09 Million
2.55% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
80,000
shares
|
$4.08 Million
2.21% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
79,913
shares
|
$4.07 Million
0.77% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
79,561
shares
|
$4.05 Million
1.71% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
74,582
shares
|
$3.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 63.71%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
73,184
shares
|
$3.73 Million
1.71% of portfolio
|
Q2 2025
Reduced 36.4%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
72,672
shares
|
$3.7 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
72,332
shares
|
$3.69 Million
0.8% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
70,407
shares
|
$3.59 Million
5.55% of portfolio
|
Q4 2022
Added 92540.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
70,147
shares
|
$3.57 Million
0.25% of portfolio
|
Q2 2025
Added 312.05%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
69,702
shares
|
$3.55 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
68,702
shares
|
$3.5 Million
0.05% of portfolio
|
Q2 2025
Added 45.2%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
68,698
shares
|
$3.5 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.67%
|