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 557 institutions that hold shares in the stock, with a total of 60.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
12,290
shares
|
$625,806
0.3% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
12,269
shares
|
$624,737
0.15% of portfolio
|
Q4 2025
Added 103.23%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
12,245
shares
|
$623,515
0.01% of portfolio
|
Q4 2025
Reduced 11.36%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
12,133
shares
|
$617,812
0.19% of portfolio
|
Q4 2025
Reduced 3.42%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
12,097
shares
|
$615,979
0.42% of portfolio
|
Q4 2025
Added 52.3%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
12,087
shares
|
$615,470
0.19% of portfolio
|
Q4 2025
Added 89.93%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,072
shares
|
$614,706
0.05% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
12,023
shares
|
$612,211
0.4% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
11,975
shares
|
$609,767
0.11% of portfolio
|
Q1 2024
Reduced 46.12%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
11,945
shares
|
$608,239
0.04% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,945
shares
|
$608,239
0.01% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
11,895
shares
|
$605,693
0.13% of portfolio
|
Q3 2025
Reduced 21.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,850
shares
|
$603,402
0.0% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
11,750
shares
|
$598,310
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
11,704
shares
|
$595,967
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
11,660
shares
|
$593,727
0.08% of portfolio
|
Q2 2024
Reduced 35.79%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
11,603
shares
|
$590,824
0.03% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
11,324
shares
|
$576,618
0.11% of portfolio
|
Q3 2025
Added 38.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,281
shares
|
$574,428
0.01% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,252
shares
|
$572,951
0.11% of portfolio
|
Q3 2023
Added 2.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
11,216
shares
|
$571,118
0.01% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
11,097
shares
|
$565,059
0.09% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
11,079
shares
|
$564,142
0.26% of portfolio
|
Q3 2025
Added 76.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
11,005
shares
|
$560,374
0.02% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
10,920
shares
|
$556,046
0.21% of portfolio
|
Q3 2025
Added 3.21%
|
|