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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,938
shares
|
$200,286
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,845
shares
|
$195,556
0.03% of portfolio
|
Q1 2025
Added 159.8%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
3,574
shares
|
$181,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,164
shares
|
$160,921
0.01% of portfolio
|
Q1 2025
Added 42.91%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,840
shares
|
$144,442
0.01% of portfolio
|
Q4 2022
Reduced 80.53%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,802
shares
|
$142,509
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
2,790
shares
|
$141,899
0.06% of portfolio
|
Q3 2023
Reduced 41.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,600
shares
|
$132,236
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,383
shares
|
$121,199
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,360
shares
|
$120,029
0.02% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,116
shares
|
$107,619
0.02% of portfolio
|
Q3 2024
Added 65.57%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,959
shares
|
$99,634
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,950
shares
|
$99,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,859
shares
|
$94,548
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,733
shares
|
$88,140
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,500
shares
|
$76,290
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,480
shares
|
$75,272
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,477
shares
|
$75,120
0.02% of portfolio
|
Q3 2023
Reduced 95.02%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,145
shares
|
$58,234
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,107
shares
|
$56,302
0.02% of portfolio
|
Q3 2024
Reduced 45.76%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
1,088
shares
|
$55,335
0.04% of portfolio
|
Q1 2025
Added 156.6%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,065
shares
|
$54,165
0.01% of portfolio
|
Q1 2025
Reduced 52.46%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,037
shares
|
$52,741
0.0% of portfolio
|
Q4 2024
Reduced 62.45%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,005
shares
|
$51,114
0.04% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$50,860
0.05% of portfolio
|
Q1 2025
New holding
|