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 |
|---|---|---|---|---|---|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
80,000
shares
|
$4.07 Million
2.66% of portfolio
|
Q3 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
76,505
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Added 35.65%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
76,011
shares
|
$3.87 Million
0.79% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
75,548
shares
|
$3.84 Million
1.68% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
73,943
shares
|
$3.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
73,865
shares
|
$3.76 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
72,865
shares
|
$3.71 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
71,975
shares
|
$3.66 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
71,965
shares
|
$3.66 Million
1.18% of portfolio
|
Q1 2025
Added 40.1%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
70,738
shares
|
$3.6 Million
1.13% of portfolio
|
Q1 2025
Added 130.06%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
70,407
shares
|
$3.58 Million
5.55% of portfolio
|
Q4 2022
Added 92540.79%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
69,512
shares
|
$3.54 Million
0.57% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
69,161
shares
|
$3.52 Million
1.24% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
69,075
shares
|
$3.51 Million
0.12% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
67,955
shares
|
$3.46 Million
0.37% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
67,629
shares
|
$3.44 Million
0.02% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
66,824
shares
|
$3.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
66,275
shares
|
$3.37 Million
1.53% of portfolio
|
Q1 2025
Added 567.42%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
64,910
shares
|
$3.3 Million
1.47% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
64,846
shares
|
$3.3 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
64,645
shares
|
$3.29 Million
0.19% of portfolio
|
Q1 2025
Added 52.2%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
64,132
shares
|
$3.26 Million
0.84% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
63,733
shares
|
$3.24 Million
1.67% of portfolio
|
Q1 2025
Reduced 41.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
63,653
shares
|
$3.24 Million
0.1% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
63,158
shares
|
$3.21 Million
0.09% of portfolio
|
Q1 2025
Added 11.07%
|