13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
JMST

JPM ULTRA-SHORT MUNI INCOME

582 institutions still hold JPM ULTRA-SHORT MUNI INCOME as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641q654·582 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.4%
vs prior quarter
13F value held
$1.6B
59.0% inst. owned
of float
Holders
582
-18 QoQ
filers reporting
Activity
+54 / −95
+949 added · −887 reduced
this quarter
Concentration
13.60%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

582 institutions reported JMST in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 13.6% of the visible book. -18 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$213M4.2M0.02%Q1 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$198M3.9M0.12%Q1 202603
LPL Financial LLC
CIK 0001403438
$157M3.1M0.04%Q1 202604
HB Wealth Management, LLC
CIK 0001911253
$130M2.6M0.84%Q1 202605
Resonant Capital Advisors, LLC
CIK 0001803236
$88M1.7M4.60%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$79M1.6M0.01%Q1 202607
NorthRock Partners, LLC
CIK 0001632097
$76M1.5M1.23%Q1 202608
FMR LLC
CIK 0000315066
$70M1.4M0.00%Q1 202609
Bank of New York Mellon Corp
CIK 0001390777
$64M1.3M0.01%Q1 202610
Salomon & Ludwin, LLC
CIK 0001766156
$61M1.2M5.44%Q1 202611
UBS Group AG
CIK 0001610520
$53M1.0M0.01%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$50M985K0.00%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$48M943K0.01%Q1 202614
Mariner, LLC
CIK 0001373442
$45M888K0.05%Q1 202615
Corient Private Wealth LLC
CIK 0001948780
$45M884K0.06%Q1 202616
CWM, LLC
CIK 0001535847
$40M782K0.10%Q1 202617
AlphaCore Capital LLC
CIK 0001713662
$39M769K0.93%Q1 202618
Interchange Capital Partners, LLC
CIK 0001845998
$38M754K7.12%Q4 202519
WEATHERLY ASSET MANAGEMENT L. P.
CIK 0000934745
$37M727K3.00%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$37M721K0.05%Q1 2026
Page 1 of 30
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