JPM ULTRA-SHORT MUNI INCOME JMST
$50.93
+0.1% 52w: $49.88 – $50.93
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data49.8850.4050.93
Aug 18, 2025 Jul 2, 2026
Institutional holders
556
+9 QoQ
13F value
$3.48B
+1.8% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$330K calls / — puts
Institutional value by quarter
Number of holders
Who owns JMST?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.2M | $213.3M | 0.0% | +5.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.9M | $197.6M | 0.1% | -2.4% |
| LPL Financial LLC | Bank broker | 3.1M | $157.0M | 0.0% | +1.8% |
| HB Wealth Management, LLC | Wealth advisor | 2.6M | $130.1M | 0.8% | +17.2% |
| Resonant Capital Advisors, LLC | Wealth advisor | 1.7M | $87.6M | 4.6% | +20.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $79.1M | 0.0% | +4.7% |
| NorthRock Partners, LLC | Wealth advisor | 1.5M | $76.0M | 1.2% | +26.0% |
| FMR LLC | Long only active | 1.4M | $70.5M | 0.0% | 0.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.3M | $64.3M | 0.0% | +14.7% |
| Salomon & Ludwin, LLC | Wealth advisor | 1.2M | $60.9M | 5.4% | +1.5% |
| UBS Group AG | Bank broker | 1.0M | $52.8M | 0.0% | -1.2% |
| JPMORGAN CHASE & CO | Bank broker | 985.1K | $50.2M | 0.0% | -26.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 942.8K | $48.1M | 0.0% | +5.4% |
| Mariner, LLC | Diversified mechanical | 888.0K | $45.3M | 0.1% | -0.1% |
| Corient Private Wealth LLC | Diversified mechanical | 883.8K | $45.1M | 0.1% | -50.5% |
| CWM, LLC | Wealth advisor | 781.7K | $39.9M | 0.1% | +121.1% |
| AlphaCore Capital LLC | Wealth advisor | 769.4K | $39.2M | 0.9% | +32.0% |
| WEATHERLY ASSET MANAGEMENT L. P. ★2 | Fundamental diversified | 726.6K | $37.0M | 3.0% | +2.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 720.8K | $36.7M | 0.1% | +9.6% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 648.6K | $33.1M | 0.5% | +5.0% |
| ROYAL BANK OF CANADA | Bank broker | 644.3K | $32.8M | 0.0% | +8.9% |
| Cerity Partners LLC | Diversified mechanical | 642.6K | $32.8M | 0.0% | +22.4% |
| Bridgewater Advisors Inc. | Wealth advisor | 627.4K | $31.9M | 1.9% | -9.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 613.1K | $31.3M | 0.2% | +48.5% |
| Sage Mountain Advisors LLC | Wealth advisor | 546.6K | $27.9M | 2.0% | -7.4% |
| CWA Asset Management Group, LLC | Other | 542.1K | $27.6M | 0.9% | +23.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 535.8K | $27.3M | 0.1% | +0.4% |
| HighTower Advisors, LLC | Diversified mechanical | 532.3K | $27.1M | 0.0% | +14.1% |
| WCG Wealth Advisors LLC | Wealth advisor | 526.0K | $26.8M | 0.8% | +6.7% |
| Global Wealth Management, LLC | Wealth advisor | 522.7K | $26.6M | — | 0.0% |
| Trust Co | Wealth advisor | 520.5K | $26.5M | 2.5% | +3.3% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 511.5K | $26.1M | 0.4% | +10.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 507.1K | $25.9M | 0.0% | New |
| FSM Wealth Advisors, LLC | Wealth advisor | 477.1K | $24.3M | 3.1% | -22.4% |
| TFO Wealth Partners, LLC | Wealth advisor | 457.9K | $23.3M | 3.2% | +33.6% |
| Focus Partners Wealth | Wealth advisor | 453.8K | $23.3M | 0.0% | -8.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 432.8K | $22.1M | 0.1% | -0.1% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 420.9K | $21.5M | 2.1% | -2.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 420.6K | $21.4M | 0.0% | +30.5% |
| Cetera Investment Advisers | Wealth advisor | 412.3K | $21.0M | 0.0% | +5.0% |
| FRANKLIN RESOURCES INC | Long only active | 394.7K | $20.1M | 0.0% | +23.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 393.8K | $20.1M | — | -69.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 383.3K | $19.5M | 0.6% | +18.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 382.5K | $19.5M | 0.0% | +4.4% |
| Dynasty Wealth Management, LLC | Wealth advisor | 368.8K | $18.8M | 0.2% | +57.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 361.3K | $18.4M | 0.0% | +7.0% |
| Capital Asset Advisory Services LLC | Wealth advisor | 348.9K | $17.8M | 0.7% | +23.8% |
| BAILARD, INC. | Other | 336.9K | $17.2M | 0.4% | +620.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 329.7K | $16.8M | 0.0% | +53.0% |
| SouthState Bank Corp | Diversified mechanical | 327.3K | $16.7M | 0.8% | +14.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.