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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,089
shares
|
$462,811
0.01% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
9,087
shares
|
$462,710
0.02% of portfolio
|
Q3 2025
Added 105.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,084
shares
|
$462,557
0.01% of portfolio
|
Q2 2024
Added 10.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,035
shares
|
$460,062
0.04% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
8,865
shares
|
$451,405
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
8,800
shares
|
$448,096
0.02% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
8,721
shares
|
$444,073
0.05% of portfolio
|
Q4 2025
Added 5.47%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
8,666
shares
|
$441,272
0.1% of portfolio
|
Q3 2025
Added 42.51%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
8,589
shares
|
$437,351
0.57% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
8,526
shares
|
$434,143
0.36% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,366
shares
|
$425,996
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
8,349
shares
|
$425,131
0.27% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,340
shares
|
$424,672
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
8,328
shares
|
$424,061
0.0% of portfolio
|
Q4 2025
Added 7.46%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,288
shares
|
$422,024
0.02% of portfolio
|
Q3 2025
Added 62.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,283
shares
|
$421,770
0.01% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
8,250
shares
|
$420,090
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
8,162
shares
|
$415,609
0.05% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
7,855
shares
|
$399,976
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
7,850
shares
|
$399,722
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
7,840
shares
|
$399,212
0.09% of portfolio
|
Q4 2022
Added 30.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,769
shares
|
$395,597
0.0% of portfolio
|
Q3 2025
Reduced 41.78%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
7,711
shares
|
$392,644
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
7,700
shares
|
$392,084
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
7,698
shares
|
$391,982
0.01% of portfolio
|
Q3 2025
Reduced 54.02%
|
|