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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,940
shares
|
$251,248
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
4,935
shares
|
$250,994
0.01% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
4,923
shares
|
$250,383
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,809
shares
|
$244,585
0.08% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
4,786
shares
|
$243,415
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
4,723
shares
|
$240,211
0.17% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,716
shares
|
$239,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
4,672
shares
|
$237,617
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,618
shares
|
$234,871
0.02% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
4,609
shares
|
$234,413
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,606
shares
|
$234,261
0.13% of portfolio
|
Q4 2023
Reduced 39.27%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,597
shares
|
$233,803
0.13% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
4,562
shares
|
$232,023
0.16% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
4,549
shares
|
$231,362
0.02% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
4,544
shares
|
$231,107
0.15% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,511
shares
|
$229,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
4,471
shares
|
$227,395
0.01% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,444
shares
|
$226,021
0.0% of portfolio
|
Q1 2025
Added 301.81%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
4,441
shares
|
$225,869
0.05% of portfolio
|
Q2 2024
Reduced 45.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,429
shares
|
$225,258
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
4,421
shares
|
$224,852
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
4,411
shares
|
$224,343
0.16% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,280
shares
|
$217,680
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,153
shares
|
$211,221
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
3,973
shares
|
$202,066
0.04% of portfolio
|
Q1 2025
Reduced 3.87%
|