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 529 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
62,803
shares
|
$3.19 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
62,238
shares
|
$3.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
62,224
shares
|
$3.16 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
61,611
shares
|
$3.13 Million
0.39% of portfolio
|
Q1 2025
Added 14.5%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
59,873
shares
|
$3.04 Million
0.86% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
59,022
shares
|
$3 Million
0.66% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
58,981
shares
|
$3 Million
0.17% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
56,262
shares
|
$2.86 Million
2.34% of portfolio
|
Q1 2025
Added 75.91%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
56,028
shares
|
$2.85 Million
0.6% of portfolio
|
Q1 2025
Added 141.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
55,690
shares
|
$2.83 Million
0.08% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
54,409
shares
|
$2.77 Million
0.02% of portfolio
|
Q1 2025
Added 45.1%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
53,819
shares
|
$2.74 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
53,090
shares
|
$2.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
53,039
shares
|
$2.7 Million
0.34% of portfolio
|
Q1 2025
Added 894.17%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
51,738
shares
|
$2.63 Million
2.2% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
51,681
shares
|
$2.63 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
51,325
shares
|
$2.61 Million
0.77% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
51,008
shares
|
$2.59 Million
0.57% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
50,317
shares
|
$2.56 Million
1.55% of portfolio
|
Q1 2025
Added 38.79%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
50,050
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
49,256
shares
|
$2.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
49,243
shares
|
$2.5 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
49,189
shares
|
$2.5 Million
0.91% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
48,914
shares
|
$2.49 Million
1.71% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
47,593
shares
|
$2.42 Million
1.56% of portfolio
|
Q1 2025
Added 0.15%
|