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 529 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
23,248
shares
|
$1.18 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
22,651
shares
|
$1.15 Million
0.4% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
22,478
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
22,010
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
21,705
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
21,652
shares
|
$1.1 Million
0.32% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
21,566
shares
|
$1.1 Million
0.19% of portfolio
|
Q1 2025
Added 44.76%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
20,967
shares
|
$1.07 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
20,811
shares
|
$1.06 Million
0.5% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
20,579
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
20,301
shares
|
$1.03 Million
0.83% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,286
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
20,049
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2023
Added 146.82%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
20,045
shares
|
$1.02 Million
0.27% of portfolio
|
Q1 2025
Reduced 44.91%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
19,885
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
19,790
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Apr 24, 2025 Q1 2025 |
19,700
shares
|
$1 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
19,285
shares
|
$980,835
0.16% of portfolio
|
Q1 2025
Added 123.34%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
19,209
shares
|
$976,969
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
19,132
shares
|
$973,053
0.1% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
19,043
shares
|
$968,526
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
18,719
shares
|
$952,048
0.13% of portfolio
|
Q1 2025
Reduced 73.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
18,536
shares
|
$942,740
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
18,482
shares
|
$939,994
0.11% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
18,367
shares
|
$934,145
0.14% of portfolio
|
Q1 2025
Reduced 19.18%
|