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 |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
46,906
shares
|
$2.39 Million
0.82% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
46,903
shares
|
$2.39 Million
0.19% of portfolio
|
Q3 2025
Added 412.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,015
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
45,987
shares
|
$2.34 Million
0.27% of portfolio
|
Q3 2025
Added 36.67%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
45,604
shares
|
$2.32 Million
0.37% of portfolio
|
Q3 2025
Added 27.15%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
45,417
shares
|
$2.31 Million
0.2% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
44,715
shares
|
$2.28 Million
0.31% of portfolio
|
Q2 2025
Reduced 58.78%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
43,797
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
43,760
shares
|
$2.23 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
43,759
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
43,403
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 41.8%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
42,920
shares
|
$2.19 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
42,900
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
41,375
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
41,014
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,998
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
40,926
shares
|
$2.08 Million
0.93% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
40,637
shares
|
$2.07 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
39,460
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
39,458
shares
|
$2.01 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
39,454
shares
|
$2.01 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
39,375
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
38,671
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2025
Added 60.12%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
38,643
shares
|
$1.97 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
38,536
shares
|
$1.96 Million
0.34% of portfolio
|
Q3 2024
Added 81.92%
|
|