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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
59,681
shares
|
$3.04 Million
0.09% of portfolio
|
Q3 2025
Added 30.39%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
59,212
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
58,757
shares
|
$2.99 Million
1.68% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
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%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
57,288
shares
|
$2.92 Million
1.24% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
57,244
shares
|
$2.91 Million
0.87% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
56,909
shares
|
$2.9 Million
0.08% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
56,549
shares
|
$2.88 Million
0.22% of portfolio
|
Q3 2025
Added 51.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,471
shares
|
$2.88 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
55,310
shares
|
$2.82 Million
0.39% of portfolio
|
Q3 2025
Added 200.52%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
55,000
shares
|
$2.8 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
53,689
shares
|
$2.73 Million
0.85% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
53,282
shares
|
$2.71 Million
1.29% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
52,491
shares
|
$2.67 Million
1.49% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
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%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
50,833
shares
|
$2.59 Million
0.28% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
50,391
shares
|
$2.57 Million
0.11% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
50,101
shares
|
$2.55 Million
0.37% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
50,000
shares
|
$2.55 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
49,722
shares
|
$2.53 Million
0.64% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
49,636
shares
|
$2.53 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
47,486
shares
|
$2.42 Million
0.53% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
47,467
shares
|
$2.42 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47,410
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
46,959
shares
|
$2.39 Million
0.83% of portfolio
|
Q3 2025
Added 2.35%
|
|