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JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

JPMorgan Ultra-Short Municipal ETF logo
$50.98 +0.23 (+0.44%)
As of 02:57 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Number of
Institutional Buyers
(last 12 months)
424
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
251
Total
Institutional Outflows
(last 12 months)
$430.48M
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JMST Institutional Buying and Selling by Quarter

JPMorgan Ultra-Short Municipal ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Orion Porfolio Solutions LLC65,418$3.33M0.0%-51.9%0.082%
8/15/2025MML Investors Services LLC85,360$4.35M0.0%+11.6%0.107%
8/15/2025Modern Wealth Management LLC61,452$3.13M0.1%-11.0%0.077%
8/15/2025IHT Wealth Management LLC37,417$1.91M0.1%+236.2%0.047%
8/15/2025Great Valley Advisor Group Inc.229,429$11.68M0.3%-51.8%0.287%
8/15/2025Garden State Investment Advisory Services LLC6,081$310K0.1%N/A0.008%
8/15/2025EP Wealth Advisors LLC123,311$6.28M0.0%+14.5%0.154%
8/15/2025Benjamin Edwards Inc.12,133$618K0.0%+47.5%0.015%
8/15/2025BNP Paribas Financial Markets25,617$1.30M0.0%+525.0%0.032%
8/15/2025Bank of America Corp DE3,326,397$169.38M0.0%+8.5%4.166%
8/14/2025Jane Street Group LLC213,251$10.86M0.0%-31.3%0.267%
8/14/2025Vista Investment Management15,708$800K0.3%+18.9%0.020%
8/14/2025NCM Capital Management LLC48,690$2.48M1.0%+8.4%0.061%
8/14/2025Raymond James Financial Inc.714,466$36.38M0.0%+30.4%0.895%
8/14/2025Peapack Gladstone Financial Corp15,787$804K0.0%+70.9%0.020%
8/14/2025Main Street Financial Solutions LLC20,822$1.06M0.1%+31.1%0.026%
8/14/2025Clarity Asset Management Inc.56,763$2.89M1.7%+19.3%0.071%
8/14/2025FAS Wealth Partners Inc.18,815$958K0.1%-4.9%0.024%
8/14/2025NewEdge Advisors LLC427,220$21.75M0.1%+62.8%0.535%
8/14/2025Pecaut & CO.35,342$1.80M0.6%N/A0.044%
8/14/2025 Transce3nd LLC79,561$4.05M1.7%+22.6%0.100%
8/14/2025 Vertex Planning Partners LLC56,442$2.87M0.6%+10.7%0.071%
8/14/2025 BlackDiamond Wealth Management LLC11,633$591K0.3%-5.6%0.015%
8/14/2025 Cerity Partners LLC541,812$27.59M0.0%+0.6%0.679%
8/13/2025 Per Stirling Capital Management LLC.82,731$4.21M0.5%+472.9%0.104%
8/13/2025 Rockport Wealth LLC6,913$352K0.1%N/A0.009%
8/13/2025 Cary Street Partners Investment Advisory LLC34,970$1.78M0.9%+1.0%0.044%
8/13/2025 Cresset Asset Management LLC17,719$902K0.0%-45.2%0.022%
8/13/2025 Capital Advisors Wealth Management LLC8,243$420K0.1%+28.5%0.010%
8/13/2025 RPg Family Wealth Advisory LLC91,205$4.64M1.2%N/A0.114%
8/13/2025 WCG Wealth Advisors LLC176,462$8.99M0.6%+47.2%0.221%
8/13/2025 Beacon Pointe Advisors LLC12,858$655K0.0%+60.6%0.016%
8/13/2025 Boston Family Office LLC16,509$841K0.1%+103.3%0.021%
8/13/2025 MBM Wealth Consultants LLC248,447$12.65M3.4%+1.6%0.311%
8/13/2025 Trustmark Bank Trust Department11,786$600K0.0%+20.4%0.015%
8/13/2025 Lido Advisors LLC330,535$16.83M0.1%+13.8%0.414%
8/13/2025 Kuhn & Co Investment Counsel16,371$834K0.6%+4.2%0.021%
8/13/2025 Northwestern Mutual Wealth Management Co.3,612,505$183.95M0.1%+14.8%4.524%
8/12/2025 Financial Advocates Investment Management20,633$1.05M0.1%-4.9%0.026%
8/12/2025 Southeast Asset Advisors LLC119,039$6.06M0.7%N/A0.149%
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8/12/2025 Steward Partners Investment Advisory LLC27,257$1.39M0.0%+34.4%0.034%
8/12/2025 Quadcap Wealth Management LLC18,815$958K0.1%+42.0%0.024%
8/12/2025 CreativeOne Wealth LLC10,848$552K0.0%-22.6%0.014%
8/12/2025 Global Retirement Partners LLC58,684$2.99M0.1%N/A0.073%
8/12/2025 WealthBridge Capital Management LLC29,328$1.49M0.4%+35.5%0.037%
8/12/2025 Cozad Asset Management Inc.21,107$1.08M0.1%+10.3%0.026%
8/12/2025 AlphaCore Capital LLC498,744$25.40M1.0%+126.2%0.625%
8/12/2025 Franklin Resources Inc.216,874$11.04M0.0%+16.7%0.272%
8/12/2025 MAI Capital Management34,548$1.76M0.0%-2.3%0.043%
8/12/2025 JPMorgan Chase & Co.1,011,957$51.53M0.0%+17.6%1.267%
8/12/2025 Auxano Advisors LLC211,534$10.77M2.5%+42.3%0.265%
8/12/2025 Tarbox Family Office Inc.6,738$343K0.1%-18.1%0.008%
8/12/2025 Weaver Consulting Group5,600$285K0.1%N/A0.007%
8/11/2025 Perennial Investment Advisors LLC29,249$1.49M0.1%+1.6%0.037%
8/11/2025 Diversified Portfolios Inc.228,795$11.65M1.1%+17.9%0.287%
8/11/2025 United Advisor Group LLC26,420$1.35M0.2%-1.9%0.033%
8/11/2025 Sierra Capital LLC98,375$5.01M0.6%N/A0.123%
8/8/2025 Tortoise Investment Management LLC173,390$8.83M0.8%+10.8%0.217%
8/8/2025 Firestone Capital Management5,980$304K0.1%-76.4%0.007%
8/8/2025 KM Capital Management Ltd.63,951$3.26M1.6%+56.9%0.080%
8/8/2025 Rockefeller Capital Management L.P.268,090$13.65M0.0%+142.4%0.336%
8/8/2025 Kingsview Wealth Management LLC11,964$609K0.0%-24.9%0.015%
8/8/2025 Collaborative Wealth Managment Inc.16,101$820K0.4%+8.5%0.020%
8/8/2025 MJP Associates Inc. ADV457,401$23.29M3.5%+22.8%0.573%
8/8/2025 Cetera Investment Advisers213,902$10.89M0.0%-14.4%0.268%
8/8/2025 Creative Planning42,214$2.15M0.0%-11.3%0.053%
8/8/2025 CFO4Life Group LLC101,230$5.16M0.8%-7.2%0.127%
8/8/2025 Capstone Financial Advisors Inc.13,019$663K0.0%+133.6%0.016%
8/8/2025 Phoenix Wealth Advisors182,646$9.30M3.9%+1.1%0.229%
8/8/2025 Oak Harvest Investment Services239,415$12.19M1.5%+8.6%0.300%
8/8/2025 Bailard Inc.680,488$34.65M0.8%-34.4%0.852%
8/8/2025 PNC Financial Services Group Inc.35,025$1.78M0.0%-11.8%0.044%
8/8/2025 Apex Wealth Management LLC130,647$6.65M5.3%+0.4%0.164%
8/8/2025 Ironwood Investment Counsel LLC30,161$1.54M0.2%-18.7%0.038%
8/7/2025 CENTRAL TRUST Co108,274$5.51M0.1%+18.7%0.136%
8/7/2025 Nwam LLC46,116$2.35M0.2%+355.3%0.058%
8/7/2025 49 Wealth Management LLC8,501$433K0.0%-54.0%0.011%
8/7/2025 Aspen Wealth Strategies LLC14,497$738K0.4%+155.5%0.018%
8/7/2025 Vise Technologies Inc.4,922$251K0.0%N/A0.006%
8/7/2025 Cahill Financial Advisors Inc.7,141$364K0.0%N/A0.009%
8/7/2025 TFO Wealth Partners LLC59,208$3.02M0.5%N/A0.074%
8/7/2025 PFG Advisors8,808$448K0.0%+11.8%0.011%
8/6/2025 Prospera Financial Services Inc21,223$1.08M0.0%-5.6%0.027%
8/6/2025 RWA Wealth Partners LLC7,588$386K0.0%-20.3%0.010%
8/6/2025 Legacy Investment Solutions LLC504$26K0.0%N/A0.001%
8/6/2025 Walkner Condon Financial Advisors LLC16,634$847K0.2%+4.7%0.021%
8/6/2025 Longview Financial Advisors LLC1,975$101K0.1%N/A0.002%
8/6/2025 Middleton & Co. Inc. MA4,200$214K0.0%-19.2%0.005%
8/6/2025 Soltis Investment Advisors LLC11,427$582K0.0%-23.9%0.014%
8/6/2025 Paladin Advisory Group LLC47,283$2.41M1.8%-16.0%0.059%
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8/6/2025 SouthState Corp2,465$126K0.0%-54.8%0.003%
8/6/2025 Able Wealth Management LLC38,421$1.96M1.0%+24.3%0.048%
8/6/2025 Atlantic Union Bankshares Corp834$42K0.0%N/A0.001%
8/6/2025 Robinson Smith Wealth Advisors LLC59,301$3.02M2.4%+14.6%0.074%
8/5/2025 Claro Advisors LLC13,702$698K0.1%+7.5%0.017%
8/5/2025 Sunburst Financial Group LLC61,618$3.14M0.7%-3.9%0.077%
8/5/2025 Oakwell Private Wealth Management LLC29,565$1.51M0.3%N/A0.037%
8/5/2025 NewSquare Capital LLC25,545$1.30M0.1%+1.7%0.032%
8/5/2025 Prosperity Consulting Group LLC111,763$5.69M0.4%-14.6%0.140%
8/5/2025 Marion Wealth Management12,845$654K0.2%+30.5%0.016%
(Data available from 1/1/2016 forward)

JMST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMST shares?

During the previous two years, 585 institutional investors and hedge funds held shares of JPMorgan Ultra-Short Municipal ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($183.95M), Bank of America Corp DE ($169.38M), LPL Financial LLC ($137.85M), FMR LLC ($93.18M), Resonant Capital Advisors LLC ($65.77M), Grimes & Company Inc. ($55.49M), and Salomon & Ludwin LLC ($51.67M).Learn more on JPMorgan Ultra-Short Municipal ETF's institutional investors.

Which institutional investors have been buying JPMorgan Ultra-Short Municipal ETF's stock?

Of the 512 institutional investors that purchased JPMorgan Ultra-Short Municipal ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Castlekeep Investment Advisors LLC ($5.64M), LPL Financial LLC ($1.39M), Northwestern Mutual Wealth Management Co. ($1.28M), Raymond James Financial Inc. ($1.15M), Grimes & Company Inc. ($1.09M), Bailard Inc. ($1.04M), and Salomon & Ludwin LLC ($1.03M).

How much institutional buying is happening at JPMorgan Ultra-Short Municipal ETF?

Institutional investors have bought a total of 33,805,867 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

Which of JPMorgan Ultra-Short Municipal ETF's major shareholders have been selling company stock?

Of the 251 institutional investors that sold JPMorgan Ultra-Short Municipal ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.83M), Fiduciary Trust Co ($548.61K), Annex Advisory Services LLC ($416.59K), Envestnet Asset Management Inc. ($362.78K), Bailard Inc. ($356.48K), CWM LLC ($308.72K), and Great Valley Advisor Group Inc. ($246.49K).

How much institutional selling is happening at JPMorgan Ultra-Short Municipal ETF?

Institutional investors have sold a total of 8,458,878 shares in the last 24 months. This volume of shares sold represents approximately $430.48M in transactions.



This page (BATS:JMST) was last updated on 8/15/2025 by MarketBeat.com Staff
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