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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
72,332
shares
|
$3.69 Million
0.8% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
71,787
shares
|
$3.66 Million
0.82% of portfolio
|
Q3 2025
Added 37.78%
|
|
|
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%
|
|
|
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%
|
|
|
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
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
64,627
shares
|
$3.29 Million
1.24% of portfolio
|
Q3 2025
Added 68.21%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
64,097
shares
|
$3.27 Million
0.85% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
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%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
63,594
shares
|
$3.24 Million
0.53% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
61,882
shares
|
$3.15 Million
0.22% of portfolio
|
Q2 2025
Added 101.56%
|
|
|
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%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
60,313
shares
|
$3.07 Million
0.07% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
60,129
shares
|
$3.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
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%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
58,930
shares
|
$3 Million
0.36% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
58,103
shares
|
$2.96 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
57,244
shares
|
$2.92 Million
0.87% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
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%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
56,549
shares
|
$2.88 Million
0.22% of portfolio
|
Q3 2025
Added 51.21%
|
|
|
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%
|