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 |
|---|---|---|---|---|---|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
148,631
shares
|
$7.56 Million
2.13% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
147,072
shares
|
$7.48 Million
0.39% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
143,361
shares
|
$7.29 Million
0.16% of portfolio
|
Q1 2025
Added 2990.34%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
140,244
shares
|
$7.13 Million
0.01% of portfolio
|
Q1 2025
Added 179700.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
135,978
shares
|
$6.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
132,710
shares
|
$6.75 Million
0.33% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
132,112
shares
|
$6.72 Million
1.72% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
131,551
shares
|
$6.69 Million
1.32% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
130,828
shares
|
$6.65 Million
0.52% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
130,144
shares
|
$6.62 Million
5.95% of portfolio
|
Q1 2025
Added 132.72%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
125,750
shares
|
$6.4 Million
1.39% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
122,866
shares
|
$6.25 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
122,790
shares
|
$6.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
122,330
shares
|
$6.22 Million
2.81% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
122,142
shares
|
$6.21 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
119,855
shares
|
$6.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
119,728
shares
|
$6.09 Million
0.04% of portfolio
|
Q1 2025
Added 22.96%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
118,628
shares
|
$6.03 Million
2.59% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
117,864
shares
|
$5.99 Million
0.12% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,209
shares
|
$5.91 Million
0.01% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
115,061
shares
|
$5.85 Million
3.11% of portfolio
|
Q1 2025
Reduced 40.01%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
114,312
shares
|
$5.81 Million
1.62% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
112,097
shares
|
$5.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
110,976
shares
|
$5.64 Million
0.48% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
110,615
shares
|
$5.63 Million
0.01% of portfolio
|
Q1 2025
Added 56.93%
|