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 $3.38B 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 $213.33M in its March 31, 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 $212.96M, representing an estimated loss of -0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 34% of the total disclosed JMST value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Northwestern Mutual Wealth Management Co, 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
544
Total Reported Value
$3.38B
Largest Holder
Bank Of America Corp
Largest Position
$213.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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% | 4,184,621 | $213,331,993 | $212,955,363 | -$376,630 | -0.18% | |
| Northwestern Mutual Wealth Management Co | 0.12% | 3,875,844 | $197,590,547 | $197,241,701 | -$348,846 | -0.18% | |
| Lpl Financial Llc | 0.04% | 3,079,282 | $156,981,799 | $156,704,661 | -$277,138 | -0.18% | |
| Hb Wealth Management, Llc | 0.84% | 2,551,982 | $130,100,054 | $129,870,364 | -$229,690 | -0.18% | |
| Resonant Capital Advisors, Llc | 4.49% | 1,841,965 | $93,940,198 | $93,737,599 | -$202,599 | -0.22% | |
| Wells Fargo & Company/Mn | 0.02% | 1,552,212 | $79,131,790 | $78,992,069 | -$139,721 | -0.18% | |
| Northrock Partners, Llc | 1.23% | 1,491,349 | $76,029,009 | $75,894,751 | -$134,258 | -0.18% | |
| Fmr Llc | 0.00% | 1,382,387 | $70,474,087 | $70,349,674 | -$124,413 | -0.18% | |
| Bank Of New York Mellon Corp | 0.01% | 1,261,630 | $64,317,898 | $64,204,351 | -$113,547 | -0.18% | |
| Salomon & Ludwin, Llc | 5.44% | 1,189,881 | $60,896,878 | $60,553,044 | -$343,834 | -0.56% | |
| Ubs Group Ag | 0.01% | 1,035,898 | $52,810,080 | $52,716,849 | -$93,231 | -0.18% | |
| Raymond James Financial Inc | 0.01% | 942,824 | $48,065,147 | $47,980,313 | -$84,834 | -0.18% | |
| Mariner, Llc | 0.05% | 887,995 | $45,269,974 | $45,190,066 | -$79,908 | -0.18% | |
| Corient Private Wealth Llc | 0.06% | 883,843 | $45,058,318 | $44,978,770 | -$79,548 | -0.18% | |
| Cwm, Llc | 0.10% | 781,688 | $39,850,469 | $39,780,102 | -$70,367 | -0.18% | |
| Alphacore Capital Llc | 0.93% | 769,357 | $39,221,796 | $39,152,578 | -$69,218 | -0.18% | |
| Weatherly Asset Management L. P. | 2.64% | 727,451 | $37,099,976 | $37,019,981 | -$79,995 | -0.22% | |
| Osaic Holdings, Inc. | 0.05% | 720,781 | $36,746,316 | $36,680,545 | -$65,771 | -0.18% | |
| Flputnam Investment Management Co | 0.49% | 648,605 | $33,065,883 | $33,007,508 | -$58,375 | -0.18% | |
| Royal Bank Of Canada | 0.01% | 644,321 | $32,847,000 | $32,789,496 | -$57,504 | -0.18% | |
| Cerity Partners Llc | 0.05% | 642,610 | $32,760,302 | $32,702,423 | -$57,879 | -0.18% | |
| Bridgewater Advisors Inc. | 1.90% | 627,358 | $31,919,970 | $31,926,249 | +$6,279 | +0.02% | |
| Integrated Wealth Concepts Llc | 0.25% | 613,082 | $31,254,945 | $31,199,743 | -$55,202 | -0.18% | |
| Cwa Asset Management Group, Llc | 0.94% | 601,091 | $30,655,648 | $30,589,521 | -$66,127 | -0.22% | |
| Sage Mountain Advisors Llc | 1.95% | 546,566 | $27,863,925 | $27,814,744 | -$49,181 | -0.18% | |
| Keybank National Association/Oh | 0.09% | 536,845 | $27,379,095 | $27,320,042 | -$59,053 | -0.22% | |
| Trust Co | 2.45% | 532,294 | $27,146,997 | $27,088,442 | -$58,555 | -0.22% | |
| Hightower Advisors, Llc | 0.03% | 532,314 | $27,137,427 | $27,089,459 | -$47,968 | -0.18% | |
| Wcg Wealth Advisors Llc | 0.75% | 525,958 | $26,813,338 | $26,766,003 | -$47,335 | -0.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 524,263 | $26,700,725 | $26,679,744 | -$20,981 | -0.08% | |
| Fsm Wealth Advisors, Llc | 2.78% | 508,803 | $25,948,939 | $25,892,985 | -$55,954 | -0.22% | |
| Citadel Advisors Llc | 0.02% | 507,100 | $25,851,958 | $25,806,319 | -$45,639 | -0.18% | |
| Global Wealth Management, Llc | 13.05% | 502,395 | $25,622,143 | $25,566,882 | -$55,261 | -0.22% | |
| Tfo Wealth Partners, Llc | 3.17% | 457,941 | $23,345,842 | $23,304,617 | -$41,225 | -0.18% | |
| Focus Partners Wealth | 0.03% | 453,805 | $23,250,068 | $23,094,136 | -$155,932 | -0.67% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.30% | 442,803 | $22,582,972 | $22,534,245 | -$48,727 | -0.22% | |
| Global Strategic Investment Solutions, Llc | 2.11% | 420,940 | $21,459,534 | $21,421,637 | -$37,897 | -0.18% | |
| Jones Financial Companies Lllp | 0.01% | 420,648 | $21,436,228 | $21,406,777 | -$29,451 | -0.14% | |
| Cetera Investment Advisers | 0.02% | 412,268 | $21,017,422 | $20,980,319 | -$37,103 | -0.18% | |
| Franklin Resources Inc | 0.00% | 394,694 | $20,121,500 | $20,085,978 | -$35,522 | -0.18% | |
| Captrust Financial Advisors | 0.03% | 382,502 | $19,499,867 | $19,465,527 | -$34,340 | -0.18% | |
| Private Advisor Group, Llc | 0.09% | 381,476 | $19,455,288 | $19,413,314 | -$41,974 | -0.22% | |
| Dynasty Wealth Management, Llc | 0.16% | 368,775 | $18,800,145 | $18,766,960 | -$33,185 | -0.18% | |
| Commonwealth Equity Services, Llc | 0.03% | 361,254 | $18,416,716 | $18,384,216 | -$32,500 | -0.18% | |
| Interchange Capital Partners, Llc | 3.45% | 359,911 | $18,355,474 | $18,315,871 | -$39,603 | -0.22% | |
| Gradient Investments Llc | 0.25% | 356,845 | $18,199,105 | $18,159,842 | -$39,263 | -0.22% | |
| Capital Asset Advisory Services Llc | 0.68% | 348,929 | $17,777,934 | $17,756,997 | -$20,937 | -0.12% | |
| Axxcess Wealth Management, Llc | 0.27% | 337,670 | $17,221,155 | $17,184,026 | -$37,129 | -0.22% | |
| Bailard, Inc. | 0.39% | 336,927 | $17,176,538 | $17,146,215 | -$30,323 | -0.18% | |
| Rockefeller Capital Management L.P. | 0.03% | 329,726 | $16,809,477 | $16,779,756 | -$29,721 | -0.18% |
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.