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 551 institutions that hold shares in the stock, with a total of 60.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
78,810
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
77,654
shares
|
$3.95 Million
2.08% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
77,073
shares
|
$3.92 Million
2.82% of portfolio
|
Q3 2025
Added 29.97%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
76,193
shares
|
$3.88 Million
1.12% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
75,968
shares
|
$3.87 Million
0.74% of portfolio
|
Q3 2025
Added 34.59%
|
|
|
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%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
75,206
shares
|
$3.83 Million
0.05% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
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%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
74,294
shares
|
$3.78 Million
0.11% of portfolio
|
Q3 2025
Added 193.32%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
71,835
shares
|
$3.66 Million
2.15% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
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%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
70,349
shares
|
$3.58 Million
0.44% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
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
|
$3.44 Million
0.02% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
67,084
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2025
Added 420.15%
|
|
|
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
|
$3.26 Million
0.85% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
63,730
shares
|
$3.25 Million
1.33% of portfolio
|
Q3 2025
Added 30.89%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
63,594
shares
|
$3.24 Million
0.53% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
60,642
shares
|
$3.09 Million
1.45% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
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%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
59,705
shares
|
$3.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 91.23%
|
|