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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,047
shares
|
$307,550
0.22% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
6,020
shares
|
$306,177
0.08% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
6,000
shares
|
$305,160
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
6,000
shares
|
$305,160
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
5,901
shares
|
$300,124
0.27% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,791
shares
|
$294,530
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
5,690
shares
|
$289,393
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
5,675
shares
|
$288,630
0.19% of portfolio
|
Q1 2025
Added 21.39%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
5,630
shares
|
$286,341
0.1% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
5,607
shares
|
$285,172
0.14% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
5,573
shares
|
$283,442
0.02% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,573
shares
|
$283,442
0.17% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5,452
shares
|
$277,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
5,385
shares
|
$273,881
0.03% of portfolio
|
Q4 2023
Added 12.3%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
5,334
shares
|
$271,287
0.13% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
5,313
shares
|
$270,219
0.02% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,304
shares
|
$269,761
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,300
shares
|
$269,558
0.06% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
5,229
shares
|
$265,946
0.05% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
5,209
shares
|
$264,929
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
5,209
shares
|
$264,929
0.0% of portfolio
|
Q1 2025
Reduced 17.11%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
5,200
shares
|
$264,472
0.03% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
5,092
shares
|
$258,979
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
5,069
shares
|
$257,809
0.08% of portfolio
|
Q1 2025
Added 23.03%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,000
shares
|
$254,300
0.12% of portfolio
|
Q1 2025
New holding
|