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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
53,689
shares
|
$2.74 Million
0.85% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
52,103
shares
|
$2.66 Million
0.66% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
51,325
shares
|
$2.62 Million
0.77% of portfolio
|
Q4 2022
Reduced 4.64%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
51,171
shares
|
$2.61 Million
0.38% of portfolio
|
Q2 2025
Added 137.28%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
51,109
shares
|
$2.6 Million
1.39% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
51,088
shares
|
$2.6 Million
0.05% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
50,546
shares
|
$2.58 Million
0.05% of portfolio
|
Q2 2025
Added 191.16%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
50,108
shares
|
$2.55 Million
1.51% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
50,094
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2025
Added 103.19%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
49,665
shares
|
$2.53 Million
0.63% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
49,137
shares
|
$2.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
48,870
shares
|
$2.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
48,763
shares
|
$2.48 Million
0.25% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
48,690
shares
|
$2.48 Million
1.07% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
48,515
shares
|
$2.47 Million
0.82% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
47,430
shares
|
$2.42 Million
0.46% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47,410
shares
|
$2.42 Million
0.18% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
47,283
shares
|
$2.41 Million
1.88% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
47,036
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2025
Added 897.37%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
46,116
shares
|
$2.35 Million
0.21% of portfolio
|
Q2 2025
Added 355.29%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
45,879
shares
|
$2.34 Million
0.87% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
45,771
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
Added 228.27%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
45,771
shares
|
$2.33 Million
0.33% of portfolio
|
Q2 2025
Added 137.34%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
45,284
shares
|
$2.31 Million
0.15% of portfolio
|
Q2 2025
Added 120.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
44,790
shares
|
$2.28 Million
0.69% of portfolio
|
Q2 2025
Reduced 15.63%
|