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 |
|---|---|---|---|---|---|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
68,304
shares
|
$3.48 Million
0.82% of portfolio
|
Q2 2025
Added 69.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
67,629
shares
|
$3.45 Million
0.02% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
67,141
shares
|
$3.42 Million
1.47% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
66,348
shares
|
$3.38 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
65,418
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
64,846
shares
|
$3.3 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
63,951
shares
|
$3.26 Million
1.61% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
63,050
shares
|
$3.21 Million
0.38% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
62,541
shares
|
$3.19 Million
0.1% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
61,882
shares
|
$3.15 Million
0.22% of portfolio
|
Q2 2025
Added 101.56%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
61,618
shares
|
$3.14 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
61,452
shares
|
$3.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
59,301
shares
|
$3.02 Million
2.41% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
59,208
shares
|
$3.02 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
59,051
shares
|
$3.01 Million
0.89% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
58,930
shares
|
$3 Million
0.36% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
58,684
shares
|
$2.99 Million
0.08% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
58,612
shares
|
$2.99 Million
0.3% of portfolio
|
Q2 2025
Added 672.53%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
56,763
shares
|
$2.89 Million
1.72% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
56,442
shares
|
$2.88 Million
0.6% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
55,806
shares
|
$2.84 Million
0.09% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
55,129
shares
|
$2.81 Million
0.92% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
55,093
shares
|
$2.81 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
54,918
shares
|
$2.8 Million
0.34% of portfolio
|
Q2 2025
Added 109.28%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
54,623
shares
|
$2.78 Million
1.36% of portfolio
|
Q2 2025
New holding
|