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 554 institutions that hold shares in the stock, with a total of 60.7 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,786,554
shares
|
$193 Million
0.01% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,780,629
shares
|
$193 Million
0.13% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,969,796
shares
|
$151 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,733,119
shares
|
$88.3 Million
0.61% of portfolio
|
Q3 2025
Added 173.68%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,420,403
shares
|
$72.3 Million
4.3% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,345,803
shares
|
$68.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
1,200,503
shares
|
$61.1 Million
0.0% of portfolio
|
Q3 2025
Added 39.5%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,150,038
shares
|
$58.6 Million
5.35% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,070,471
shares
|
$54.5 Million
0.09% of portfolio
|
Q3 2025
Added 36.75%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
1,050,893
shares
|
$53.5 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,038,781
shares
|
$52.9 Million
0.01% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,036,537
shares
|
$52.8 Million
1.06% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
906,585
shares
|
$46.2 Million
0.02% of portfolio
|
Q3 2025
Added 26.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
791,045
shares
|
$40.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
752,356
shares
|
$38.3 Million
7.85% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
707,864
shares
|
$36 Million
16.58% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
686,632
shares
|
$35 Million
0.05% of portfolio
|
Q3 2025
Added 14.45%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
681,824
shares
|
$34.7 Million
2.91% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
656,953
shares
|
$33.5 Million
2.45% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
599,972
shares
|
$30.6 Million
0.3% of portfolio
|
Q3 2025
Added 40.77%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
599,426
shares
|
$30.5 Million
4.43% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
573,411
shares
|
$29.2 Million
0.45% of portfolio
|
Q3 2025
Added 45.46%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
536,204
shares
|
$27.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
531,582
shares
|
$27.1 Million
14.24% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
526,808
shares
|
$26.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.74%
|