JPM ULTRA-SHORT MUNI INCOME (JMST) Institutional Shareholders
JPM ULTRA-SHORT MUNI INCOME (JMST) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.34B in JMST holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of JMST tracked by InsiderSet, reporting ownership valued at approximately $235.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $234.51M, representing an estimated loss of -0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 32% of the total disclosed JMST value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Hb Wealth Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPM ULTRA-SHORT MUNI INCOME (JMST).
This page ranks the largest institutional JMST shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
550
Total Reported Value
$3.34B
Largest Holder
Bank Of America Corp
Largest Position
$235.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 4,618,229 | $235,529,702 | $234,513,669 | -$1,016,033 | -0.43% | |
| Hb Wealth Management, Llc | 0.94% | 3,268,293 | $166,682,971 | $165,963,919 | -$719,052 | -0.43% | |
| Lpl Financial Llc | 0.04% | 3,079,442 | $157,051,526 | $156,374,065 | -$677,461 | -0.43% | |
| Resonant Capital Advisors, Llc | 4.49% | 1,841,965 | $93,940,198 | $93,534,983 | -$405,215 | -0.43% | |
| Wells Fargo & Company/Mn | 0.01% | 1,577,056 | $80,429,871 | $80,082,904 | -$346,967 | -0.43% | |
| Bank Of New York Mellon Corp | 0.01% | 1,562,424 | $79,683,650 | $79,339,891 | -$343,759 | -0.43% | |
| Fmr Llc | 0.00% | 1,380,788 | $70,420,175 | $70,116,415 | -$303,760 | -0.43% | |
| Salomon & Ludwin, Llc | 5.04% | 1,202,000 | $61,225,496 | $61,037,560 | -$187,936 | -0.31% | |
| Jpmorgan Chase & Co | 0.00% | 1,199,281 | $61,163,374 | $60,899,489 | -$263,885 | -0.43% | |
| Bailard, Inc. | 1.19% | 1,147,099 | $58,496,316 | $58,249,687 | -$246,629 | -0.42% | |
| Ubs Group Ag | 0.01% | 1,081,228 | $55,142,628 | $54,904,758 | -$237,870 | -0.43% | |
| Raymond James Financial Inc | 0.01% | 960,457 | $48,983,304 | $48,772,006 | -$211,298 | -0.43% | |
| Cwm, Llc | 0.10% | 781,688 | $39,850,469 | $39,694,117 | -$156,352 | -0.39% | |
| Alphacore Capital Llc | 0.70% | 747,047 | $38,099,419 | $37,935,047 | -$164,372 | -0.43% | |
| Weatherly Asset Management L. P. | 2.64% | 727,451 | $37,099,976 | $36,939,962 | -$160,014 | -0.43% | |
| Osaic Holdings, Inc. | 0.04% | 716,864 | $36,561,659 | $36,402,354 | -$159,305 | -0.44% | |
| Royal Bank Of Canada | 0.01% | 710,261 | $36,224,000 | $36,067,054 | -$156,946 | -0.43% | |
| Bridgewater Advisors Inc. | 1.88% | 678,796 | $34,513,390 | $34,469,261 | -$44,129 | -0.13% | |
| Northrock Partners, Llc | 0.49% | 662,850 | $33,805,363 | $33,659,523 | -$145,840 | -0.43% | |
| Corient Private Wealth Llc | 0.04% | 630,077 | $32,133,951 | $31,995,310 | -$138,641 | -0.43% | |
| Mariner, Llc | 0.03% | 614,234 | $31,325,885 | $31,190,803 | -$135,082 | -0.43% | |
| Cerity Partners Llc | 0.04% | 604,676 | $30,838,023 | $30,705,447 | -$132,576 | -0.43% | |
| Cwa Asset Management Group, Llc | 0.94% | 601,091 | $30,655,648 | $30,523,401 | -$132,247 | -0.43% | |
| Integrated Wealth Concepts Llc | 0.20% | 590,310 | $30,105,815 | $29,975,942 | -$129,873 | -0.43% | |
| Sage Mountain Advisors Llc | 1.75% | 556,512 | $28,382,093 | $28,259,679 | -$122,414 | -0.43% | |
| Jones Financial Companies Lllp | 0.01% | 543,104 | $27,685,798 | $27,578,821 | -$106,977 | -0.39% | |
| Keybank National Association/Oh | 0.09% | 536,845 | $27,379,095 | $27,260,989 | -$118,106 | -0.43% | |
| Trust Co | 2.45% | 532,294 | $27,146,997 | $27,029,889 | -$117,108 | -0.43% | |
| Focus Partners Wealth | 0.03% | 524,475 | $26,748,227 | $26,632,841 | -$115,387 | -0.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 524,263 | $26,700,725 | $26,622,075 | -$78,650 | -0.29% | |
| Fsm Wealth Advisors, Llc | 2.78% | 508,803 | $25,948,939 | $25,837,016 | -$111,923 | -0.43% | |
| Rockefeller Capital Management L.P. | 0.04% | 502,899 | $25,647,873 | $25,537,211 | -$110,662 | -0.43% | |
| Global Wealth Management, Llc | 13.05% | 502,395 | $25,622,143 | $25,511,618 | -$110,525 | -0.43% | |
| Flputnam Investment Management Co | 0.30% | 494,703 | $25,229,853 | $25,121,018 | -$108,835 | -0.43% | |
| Tfo Wealth Partners, Llc | 2.73% | 492,234 | $25,103,936 | $24,995,643 | -$108,293 | -0.43% | |
| Southstate Bank Corp | 0.99% | 466,374 | $23,785,074 | $23,682,472 | -$102,602 | -0.43% | |
| Dynasty Wealth Management, Llc | 0.17% | 452,116 | $23,057,906 | $22,958,450 | -$99,456 | -0.43% | |
| Cetera Investment Advisers | 0.02% | 446,304 | $22,761,504 | $22,663,317 | -$98,187 | -0.43% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.30% | 442,803 | $22,582,972 | $22,485,536 | -$97,436 | -0.43% | |
| Wcg Wealth Advisors Llc | 0.53% | 442,140 | $22,549,134 | $22,451,869 | -$97,265 | -0.43% | |
| Captrust Financial Advisors | 0.03% | 411,148 | $20,968,556 | $20,878,095 | -$90,461 | -0.43% | |
| Global Strategic Investment Solutions, Llc | 1.87% | 409,414 | $20,880,120 | $20,790,043 | -$90,077 | -0.43% | |
| Commonwealth Equity Services, Llc | 0.03% | 397,053 | $20,249,706 | $20,162,351 | -$87,355 | -0.43% | |
| Private Advisor Group, Llc | 0.09% | 381,476 | $19,455,288 | $19,371,351 | -$83,937 | -0.43% | |
| Interchange Capital Partners, Llc | 3.45% | 359,911 | $18,355,474 | $18,276,281 | -$79,193 | -0.43% | |
| Gradient Investments Llc | 0.25% | 356,845 | $18,199,105 | $18,120,589 | -$78,516 | -0.43% | |
| Axxcess Wealth Management, Llc | 0.27% | 337,670 | $17,221,155 | $17,146,883 | -$74,272 | -0.43% | |
| Capital Asset Advisory Services Llc | 0.59% | 317,774 | $16,206,478 | $16,136,564 | -$69,914 | -0.43% | |
| Red Door Wealth Management, Llc | 1.44% | 310,180 | $15,819,183 | $15,750,940 | -$68,243 | -0.43% | |
| Stifel Financial Corp | 0.01% | 293,012 | $14,943,594 | $14,879,149 | -$64,445 | -0.43% |
Frequently asked questions about JMST
Who owns the most JMST stock?
The largest holders of JMST are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM ULTRA-SHORT MUNI INCOME (JMST).
Is JMST widely held by superinvestors?
Many widely followed stocks like JMST appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JMST is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.