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 543 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
42,900
shares
|
$2.19 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
40,943
shares
|
$2.09 Million
0.05% of portfolio
|
Q2 2025
Added 299.52%
|
|
|
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%
|
|
|
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%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
40,336
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Added 64.61%
|
|
|
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%
|
|
|
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%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
36,984
shares
|
$1.88 Million
1.92% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
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%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
35,946
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.97%
|