JMST Institutional Ownership & Shareholders
JPM ULTRA-SHORT MUNI INCOME (JMST) is currently held by 566 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.39B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $235.34M, representing an estimated loss of -0.08% 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
566
Total Reported Value
$3.39B
Largest Holder
Bank Of America Corp
Largest Position
$235.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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 | $235,344,950 | -$184,752 | -0.08% | |
| Hb Wealth Management, Llc | 1.11% | 4,276,781 | $216,234,033 | $217,944,760 | +$1,710,727 | +0.79% | |
| Lpl Financial Llc | 0.04% | 3,079,442 | $157,051,526 | $156,928,364 | -$123,162 | -0.08% | |
| Wells Fargo & Company/Mn | 0.01% | 1,577,056 | $80,429,871 | $80,366,774 | -$63,097 | -0.08% | |
| Bank Of New York Mellon Corp | 0.01% | 1,562,424 | $79,683,650 | $79,621,127 | -$62,523 | -0.08% | |
| Fmr Llc | 0.00% | 1,380,788 | $70,420,175 | $70,364,956 | -$55,219 | -0.08% | |
| Resonant Capital Advisors, Llc | 3.25% | 1,338,109 | $67,654,771 | $68,190,035 | +$535,264 | +0.79% | |
| Salomon & Ludwin, Llc | 5.09% | 1,213,760 | $61,367,690 | $61,853,210 | +$485,520 | +0.79% | |
| Jpmorgan Chase & Co | 0.00% | 1,199,281 | $61,163,374 | $61,115,360 | -$48,014 | -0.08% | |
| Ubs Group Ag | 0.01% | 1,081,228 | $55,142,628 | $55,099,379 | -$43,249 | -0.08% | |
| Raymond James Financial Inc | 0.01% | 960,457 | $48,983,304 | $48,944,889 | -$38,415 | -0.08% | |
| Cwm, Llc | 0.10% | 781,688 | $39,850,469 | $39,834,820 | -$15,649 | -0.04% | |
| Weatherly Asset Management L. P. | 2.74% | 768,210 | $38,840,673 | $39,147,982 | +$307,309 | +0.79% | |
| Alphacore Capital Llc | 0.70% | 747,047 | $38,099,419 | $38,069,515 | -$29,904 | -0.08% | |
| Osaic Holdings, Inc. | 0.04% | 716,864 | $36,561,659 | $36,531,389 | -$30,270 | -0.08% | |
| Royal Bank Of Canada | 0.01% | 710,261 | $36,224,000 | $36,194,901 | -$29,099 | -0.08% | |
| Bridgewater Advisors Inc. | 1.88% | 678,796 | $34,513,390 | $34,591,444 | +$78,054 | +0.23% | |
| Cwa Asset Management Group, Llc | 1.01% | 675,186 | $34,137,401 | $34,407,479 | +$270,078 | +0.79% | |
| Northrock Partners, Llc | 0.49% | 662,850 | $33,805,363 | $33,778,836 | -$26,527 | -0.08% | |
| Corient Private Wealth Llc | 0.04% | 630,077 | $32,133,951 | $32,108,724 | -$25,227 | -0.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 628,928 | $31,808,031 | $32,050,171 | +$242,140 | +0.76% | |
| Mariner, Llc | 0.03% | 614,234 | $31,325,885 | $31,301,365 | -$24,520 | -0.08% | |
| Cerity Partners Llc | 0.04% | 604,676 | $30,838,023 | $30,814,289 | -$23,734 | -0.08% | |
| Integrated Wealth Concepts Llc | 0.20% | 590,310 | $30,105,815 | $30,082,198 | -$23,617 | -0.08% | |
| Sage Mountain Advisors Llc | 1.80% | 580,634 | $29,356,870 | $29,589,109 | +$232,239 | +0.79% | |
| Trust Co | 2.45% | 555,838 | $28,103,145 | $28,325,504 | +$222,359 | +0.79% | |
| Jones Financial Companies Lllp | 0.01% | 543,104 | $27,685,798 | $27,676,580 | -$9,218 | -0.03% | |
| Keybank National Association/Oh | 0.09% | 536,845 | $27,379,095 | $27,357,621 | -$21,474 | -0.08% | |
| Focus Partners Wealth | 0.03% | 524,475 | $26,748,227 | $26,727,246 | -$20,981 | -0.08% | |
| Interchange Capital Partners, Llc | 4.46% | 527,700 | $26,680,530 | $26,891,592 | +$211,062 | +0.79% | |
| Fsm Wealth Advisors, Llc | 2.75% | 524,634 | $26,551,741 | $26,735,349 | +$183,608 | +0.69% | |
| Rockefeller Capital Management L.P. | 0.04% | 502,899 | $25,647,873 | $25,627,733 | -$20,140 | -0.08% | |
| Flputnam Investment Management Co | 0.30% | 494,703 | $25,229,853 | $25,210,065 | -$19,788 | -0.08% | |
| Tfo Wealth Partners, Llc | 2.73% | 492,234 | $25,103,936 | $25,084,245 | -$19,691 | -0.08% | |
| Southstate Bank Corp | 0.99% | 466,374 | $23,785,074 | $23,766,419 | -$18,655 | -0.08% | |
| Dynasty Wealth Management, Llc | 0.17% | 452,116 | $23,057,906 | $23,039,831 | -$18,075 | -0.08% | |
| Cetera Investment Advisers | 0.02% | 446,304 | $22,761,504 | $22,743,652 | -$17,852 | -0.08% | |
| Wcg Wealth Advisors Llc | 0.53% | 442,140 | $22,549,134 | $22,531,454 | -$17,680 | -0.08% | |
| Global Wealth Management, Llc | 12.04% | 437,550 | $22,122,540 | $22,297,548 | +$175,008 | +0.79% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.29% | 432,556 | $21,870,022 | $22,043,054 | +$173,032 | +0.79% | |
| Captrust Financial Advisors | 0.03% | 411,148 | $20,968,556 | $20,952,102 | -$16,454 | -0.08% | |
| Gradient Investments Llc | 0.29% | 404,776 | $20,465,496 | $20,627,385 | +$161,889 | +0.79% | |
| Global Strategic Investment Solutions, Llc | 1.78% | 397,256 | $20,085,247 | $20,244,166 | +$158,919 | +0.79% | |
| Private Advisor Group, Llc | 0.09% | 381,476 | $19,455,288 | $19,440,017 | -$15,271 | -0.08% | |
| Commonwealth Equity Services, Llc | 0.02% | 372,109 | $18,813,847 | $18,962,675 | +$148,828 | +0.79% | |
| Capital Asset Advisory Services Llc | 0.58% | 333,078 | $16,946,999 | $16,973,655 | +$26,656 | +0.16% | |
| Red Door Wealth Management, Llc | 1.44% | 310,180 | $15,819,183 | $15,806,773 | -$12,410 | -0.08% | |
| Rosenberg Matthew Hamilton | 2.83% | 312,862 | $15,818,323 | $15,943,448 | +$125,125 | +0.79% | |
| Farther Finance Advisors, Llc | 0.11% | 305,286 | $15,435,236 | $15,557,375 | +$122,139 | +0.79% | |
| Truist Financial Corp | 0.02% | 302,721 | $15,305,551 | $15,426,662 | +$121,111 | +0.79% |
Frequently asked questions about JMST
Who are the largest institutional holders of JMST?
The largest institutional holders of JMST reported in the latest SEC Form 13F filings include Bank Of America Corp, Hb Wealth Management, Llc, Lpl Financial Llc, Wells Fargo & Company/Mn, and Bank Of New York Mellon Corp. InsiderSet ranks institutional holders by their latest reported JMST position.
What is JMST institutional ownership?
This page tracks JMST positions reported by institutional investment managers through SEC Form 13F. JPM ULTRA-SHORT MUNI INCOME (JMST) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JMST?
InsiderSet currently tracks 566 institutional managers reporting JMST holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JMST shareholders.
How much JMST stock do institutions own?
Institutional investment managers disclosed approximately $3.39B in JMST holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JMST institutional ownership last updated?
The latest JMST institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JMST holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JMST position after the reporting date.
Are institutions buying or selling JMST?
Institutional buying and selling can be analyzed by comparing JMST positions across consecutive 13F reporting periods. InsiderSet's JMST Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JMST ownership changes.
How has JMST institutional ownership changed over time?
InsiderSet tracks JMST institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.