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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,632
shares
|
$388,621
0.01% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
7,583
shares
|
$386,126
0.12% of portfolio
|
Q4 2025
Reduced 6.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
7,390
shares
|
$376,298
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
7,387
shares
|
$376,146
0.01% of portfolio
|
Q3 2025
Added 21.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
7,372
shares
|
$375,382
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,335
shares
|
$373,498
0.11% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,334
shares
|
$373,447
0.03% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
7,313
shares
|
$372,377
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
7,144
shares
|
$363,772
0.06% of portfolio
|
Q3 2025
Reduced 26.41%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,977
shares
|
$355,268
0.01% of portfolio
|
Q3 2023
Reduced 74.83%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
6,960
shares
|
$354,403
0.12% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
6,950
shares
|
$353,894
0.04% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
6,899
shares
|
$351,297
0.05% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
6,894
shares
|
$351,042
0.0% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,832
shares
|
$347,885
0.02% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,800
shares
|
$346,256
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
6,771
shares
|
$344,779
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
6,770
shares
|
$344,728
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
6,752
shares
|
$343,811
0.05% of portfolio
|
Q4 2025
Reduced 45.31%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
6,738
shares
|
$343,098
0.05% of portfolio
|
Q3 2025
Reduced 18.07%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
6,704
shares
|
$341,367
0.08% of portfolio
|
Q3 2025
Added 58.41%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
6,663
shares
|
$339,279
0.12% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,604
shares
|
$336,275
0.18% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,574
shares
|
$334,748
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
6,571
shares
|
$334,595
0.1% of portfolio
|
Q4 2025
Reduced 50.55%
|
|