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 |
|---|---|---|---|---|---|
|
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 |
Aug 14, 2025 Q2 2025 |
44,262
shares
|
$2.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
43,988
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
43,418
shares
|
$2.21 Million
0.82% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
43,357
shares
|
$2.21 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
43,280
shares
|
$2.21 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
43,097
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
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%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
42,405
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Added 60.71%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
42,214
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
41,413
shares
|
$2.11 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
40,926
shares
|
$2.09 Million
1.0% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
40,336
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Added 64.61%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
40,237
shares
|
$2.05 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
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%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
38,421
shares
|
$1.96 Million
0.99% of portfolio
|
Q2 2025
Added 24.26%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
38,034
shares
|
$1.94 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
37,417
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Added 236.21%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
37,397
shares
|
$1.91 Million
0.15% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
37,276
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Added 69.36%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
37,046
shares
|
$1.89 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
36,045
shares
|
$1.84 Million
0.35% of portfolio
|
Q2 2025
Added 45.75%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
35,867
shares
|
$1.83 Million
0.31% of portfolio
|
Q2 2025
Added 519.36%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
35,368
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
35,342
shares
|
$1.8 Million
0.62% of portfolio
|
Q2 2025
New holding
|