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 541 institutions that hold shares in the stock, with a total of 59.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
87,846
shares
|
$4.48 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%
|
|
|
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%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 09, 2025 Q3 2025 |
84,676
shares
|
$4.32 Million
1.61% of portfolio
|
Q3 2025
Reduced 23.02%
|
|
|
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%
|
|
|
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 |
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%
|
|
|
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%
|
|
|
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%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
78,990
shares
|
$4.03 Million
0.17% of portfolio
|
Q3 2025
Reduced 43.19%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
77,654
shares
|
$3.96 Million
2.08% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
75,553
shares
|
$3.85 Million
0.67% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
74,411
shares
|
$3.79 Million
0.19% of portfolio
|
Q3 2025
Added 35.06%
|