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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
109,365
shares
|
$5.56 Million
0.61% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
109,075
shares
|
$5.55 Million
0.99% of portfolio
|
Q1 2025
Reduced 54.97%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
108,470
shares
|
$5.52 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
108,104
shares
|
$5.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 65.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
107,738
shares
|
$5.48 Million
0.05% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
106,016
shares
|
$5.39 Million
1.55% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
105,349
shares
|
$5.36 Million
0.38% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
104,942
shares
|
$5.34 Million
0.46% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
104,848
shares
|
$5.33 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
104,432
shares
|
$5.31 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
104,349
shares
|
$5.31 Million
1.43% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
101,698
shares
|
$5.17 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
101,627
shares
|
$5.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
99,855
shares
|
$5.08 Million
1.22% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
93,253
shares
|
$4.74 Million
0.84% of portfolio
|
Q1 2023
Added 0.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
91,206
shares
|
$4.64 Million
0.12% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
90,700
shares
|
$4.61 Million
2.07% of portfolio
|
Q1 2025
Added 189.78%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
89,002
shares
|
$4.53 Million
1.53% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
87,299
shares
|
$4.44 Million
0.32% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
86,384
shares
|
$4.39 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
86,215
shares
|
$4.38 Million
1.58% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
84,072
shares
|
$4.28 Million
0.86% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
84,068
shares
|
$4.28 Million
2.94% of portfolio
|
Q1 2025
Added 128.09%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
82,204
shares
|
$4.18 Million
0.68% of portfolio
|
Q2 2023
Reduced 13.2%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
81,970
shares
|
$4.17 Million
0.07% of portfolio
|
Q2 2023
Reduced 4.71%
|