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JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

JPMorgan Ultra-Short Municipal ETF logo
$50.87 0.00 (0.00%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
462
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$554.28M
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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
5/5/2026Compass Financial Group Inc.29,833$1.52M0.7%-0.9%0.037%
5/5/2026Bank of New York Mellon Corp1,261,630$64.32M0.0%+14.7%1.580%
5/5/2026Collaborative Wealth Managment Inc.18,451$941K0.4%-1.1%0.023%
5/5/2026Schwallier Wealth Management LLC7,544$385K0.3%+11.6%0.009%
5/5/2026Geneos Wealth Management Inc.82,065$4.18M0.1%-15.4%0.103%
5/5/2026Signet Financial Management LLC70,555$3.60M0.4%+2.7%0.088%
5/5/2026SouthState Bank Corp327,256$16.68M0.8%+14.1%0.410%
5/5/2026Sanctuary Advisors LLC63,222$3.22M0.0%-38.8%0.079%
5/5/2026Sigma Planning Corp63,639$3.24M0.1%+3.8%0.080%
5/5/20261ST Source Bank20,000$1.02M0.1%N/A0.025%
5/2/2026 CAP Partners LLC6,840$349K0.2%+11.0%0.009%
5/2/2026 International Assets Investment Management LLC6,135$312K0.0%-14.6%0.008%
5/2/2026 Strategic Wealth Advisors LLC29,288$1.49M1.2%+1.0%0.037%
5/2/2026 Valmark Advisers Inc.27,247$1.39M0.0%+3.9%0.034%
5/1/2026 Citizens Financial Group Inc. RI175,659$8.96M0.1%+1.3%0.220%
5/1/2026 Fifth Third Bancorp14,013$714K0.0%N/A0.018%
5/1/2026 Rossmore Private Capital57,140$2.91M0.3%-5.9%0.072%
5/1/2026 Oakwell Private Wealth Management LLC10,514$536K0.1%-64.4%0.013%
5/1/2026 Sequoia Financial Advisors LLC272,195$13.88M0.1%+41.6%0.341%
5/1/2026 Paladin Advisory Group LLC26,522$1.35M1.0%-27.7%0.033%
5/1/2026 Manning & Napier Advisors LLC107,150$5.46M0.1%+1.8%0.134%
4/30/2026 Sonata Capital Group Inc.7,792$397K0.1%-20.1%0.010%
4/30/2026 Mason & Associates Inc5,057$258K0.0%-33.3%0.006%
4/30/2026 Robinson Smith Wealth Advisors LLC68,869$3.51M2.4%-8.5%0.086%
4/30/2026 SkyOak Wealth LLC67,322$3.43M0.6%-28.2%0.084%
4/30/2026 Kestra Advisory Services LLC40,267$2.05M0.0%+11.0%0.050%
4/29/2026 Axxcess Wealth Management LLC383,264$19.54M0.6%+18.5%0.480%
4/29/2026 Resonant Capital Advisors LLC1,719,248$87.65M4.6%+20.1%2.153%
4/29/2026 Global Strategic Investment Solutions LLC420,940$21.46M2.1%-2.6%0.527%
4/29/2026 Investment Advisory Services Group LLC17,570$896K0.8%+2.8%0.022%
4/29/2026 Canvas Wealth Advisors LLC71,333$3.64M0.6%+160.3%0.089%
4/28/2026 Red Mountain Financial LLC42,219$2.15M2.0%+9.2%0.053%
4/28/2026 Kathmere Capital Management LLC30,327$1.55M0.1%-6.1%0.038%
4/28/2026 Appleton Partners Inc. MA125,568$6.40M0.4%+5.0%0.157%
4/28/2026 Ascentis Independent Advisors8,077$412K0.0%N/A0.010%
4/28/2026 Stephens Inc. AR7,149$364K0.0%-29.9%0.009%
4/28/2026 Pennsylvania Capital Management Inc. ADV23,712$1.21M0.3%-27.4%0.030%
4/28/2026 Walkner Condon Financial Advisors LLC48,927$2.49M0.3%-34.6%0.061%
4/28/2026 Whitegate Investment Counselors Inc.174,007$8.87M2.8%-3.7%0.218%
4/27/2026 Syntegra Private Wealth Group LLC147,968$7.54M0.7%+14.5%0.185%
4/27/2026 HB Wealth Management LLC2,551,982$130.10M0.8%+17.2%3.196%
4/27/2026 River S Edge Wealth Management LLC4,421$225K0.2%-14.7%0.006%
4/27/2026 USAdvisors Wealth Management LLC30,009$1.53M0.5%-1.8%0.038%
4/27/2026 Private Advisor Group LLC237,459$12.11M0.1%-3.7%0.297%
4/27/2026 Elevation Point Wealth Partners LLC24,856$1.27M0.0%+23.1%0.031%
4/25/2026 Keybank National Association OH535,783$27.31M0.1%+0.4%0.671%
4/25/2026 Able Wealth Management LLC113,551$5.79M1.5%+17.7%0.142%
4/25/2026 NavPoint Financial Inc.76,717$3.91M1.6%-6.1%0.096%
4/25/2026 Smithbridge Asset Management Inc. DE7,409$378K0.1%-29.2%0.009%
4/24/2026 Root Financial Partners LLC39,321$2.01M0.1%+0.6%0.049%
4/24/2026 Capital Asset Advisory Services LLC348,929$17.78M0.6%+23.8%0.437%
4/24/2026 Essex Financial Services Inc.95,234$4.86M0.3%+1.3%0.119%
4/24/2026 Fulton Bank N.A.50,490$2.57M0.1%+30.3%0.063%
4/24/2026 Argent Advisors Inc.16,973$865K0.2%N/A0.021%
4/24/2026 Key Financial Inc14,189$723K0.1%+240.5%0.018%
4/23/2026 Members Wealth LLC9,821$500K0.3%+17.6%0.012%
4/23/2026 Peak Financial Advisors LLC4,525$231K0.1%N/A0.006%
4/23/2026 Apollon Wealth Management LLC25,991$1.33M0.0%+14.6%0.033%
4/22/2026 Red Door Wealth Management LLC175,198$8.93M0.9%+1,092.2%0.219%
4/22/2026 Princeton Global Asset Management LLC28,043$1.43M0.2%+9.1%0.035%
4/22/2026 Janney Montgomery Scott LLC27,491$1.40M0.0%+28.8%0.034%
4/22/2026 Rooted Wealth Advisors Inc.19,325$985K0.2%-7.4%0.024%
4/22/2026 Narus Financial Partners LLC34,970$1.78M0.5%+0.7%0.044%
4/22/2026 Venturi Wealth Management LLC23,002$1.17M0.1%+2.2%0.029%
4/22/2026 Meridian Financial Advisors LLC8,822$450K0.2%+48.0%0.011%
4/21/2026 Madrid Wealth Management LLC14,545$742K0.6%+29.3%0.018%
4/21/2026 Fullerton Advisors LLC6,537$333K0.3%+17.6%0.008%
4/21/2026 Unique Wealth LLC8,452$431K0.1%-19.5%0.011%
4/21/2026 Silver Oak Securities Incorporated22,885$1.17M0.1%+31.0%0.029%
4/20/2026 Kestra Private Wealth Services LLC44,904$2.29M0.0%+41.8%0.056%
4/20/2026 MBM Wealth Consultants LLC236,555$12.06M2.8%-0.4%0.296%
4/20/2026 Apella Capital LLC11,077$564K0.0%-32.7%0.014%
4/20/2026 Brandywine Oak Private Wealth LLC79,581$4.06M0.3%-2.3%0.100%
4/20/2026 Keudell Morrison Wealth Management4,205$214K0.0%-84.6%0.005%
4/18/2026 CENTRAL TRUST Co140,579$7.17M0.1%+5.1%0.176%
4/17/2026 WealthBridge Capital Management LLC35,128$1.79M0.4%+15.4%0.044%
4/17/2026 Total Clarity Wealth Management Inc.6,742$344K0.1%+20.8%0.008%
4/17/2026 Worth Asset Management LLC16,141$823K0.3%N/A0.020%
4/17/2026 AdvisorNet Financial Inc54,727$2.79M0.1%+11.3%0.069%
4/17/2026 Baker Ellis Asset Management LLC29,800$1.52M0.2%-6.3%0.037%
4/17/2026 Summit Wealth Partners LLC45,802$2.34M0.4%+5.6%0.057%
4/17/2026 James J. Burns & Company LLC42,261$2.15M0.3%+167.0%0.053%
4/17/2026 Stewardship Advisors LLC90,453$4.61M1.1%+1.0%0.113%
4/17/2026 Intergy Private Wealth LLC17,225$878K0.3%+2.8%0.022%
4/17/2026 Johnson Bixby & Associates LLC10,397$530K0.1%-6.3%0.013%
4/16/2026 Quotient Wealth Partners LLC143,283$7.31M0.2%-10.8%0.179%
4/16/2026 Founders Financial Securities LLC5,026$256K0.0%-83.8%0.006%
4/16/2026 Paladin Wealth LLC15,627$797K0.5%+29.2%0.020%
4/16/2026 Westmount Partners LLC9,900$505K0.1%N/A0.012%
4/15/2026 Weatherly Asset Management L. P.726,586$37.04M3.0%+2.7%0.910%
3/17/2026Carter Financial LLC10,692$545K0.5%N/A0.013%
3/17/2026Rockefeller Capital Management L.P.215,564$10.98M0.0%-8.8%0.270%
3/9/2026Corient Private Wealth LLC893,211$45.51M0.1%+139.9%1.119%
3/2/2026NCM Capital Management LLC66,765$3.40M1.3%+4.8%0.084%
2/26/2026TD Capital Management LLC230,340$11.73M1.0%-6.1%0.288%
2/25/2026Thryve Wealth Management LLC21,231$1.08M0.5%N/A0.027%
2/20/2026Sunbelt Securities Inc.40,191$2.05M0.1%-14.3%0.050%
2/20/2026 Cambient Family Office LLC19,659$1.00M0.1%N/A0.025%
2/19/2026 Axxcess Wealth Management LLC323,330$16.47M0.2%+13.7%0.405%
2/19/2026Corient Private Wealth LLC893,211$45.51M0.0%+139.9%1.119%


JMST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMST shares?

During the previous two years, 622 institutional investors and hedge funds held shares of JPMorgan Ultra-Short Municipal ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($202.39M), Bank of America Corp DE ($193.27M), LPL Financial LLC ($154.06M), HB Wealth Management LLC ($130.10M), FMR LLC ($93.18M), Resonant Capital Advisors LLC ($87.65M), and Wells Fargo & Company MN ($75.49M).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 575 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 ($5.65M), HB Wealth Management LLC ($2.44M), Northwestern Mutual Wealth Management Co. ($1.64M), Raymond James Financial Inc. ($1.34M), Wealth Enhancement Advisory Services LLC ($1.34M), Corient Private Wealth LLC ($1.20M), and LPL Financial LLC ($1.18M).

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

Institutional investors have bought a total of 28,034,522 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

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

Of the 268 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: Northwestern Mutual Wealth Management Co. ($3.68M), Bailard Inc. ($990.20K), Thrivent Financial for Lutherans ($431.38K), Avidian Wealth Enterprises LLC ($338.08K), Commonwealth Equity Services LLC ($252.52K), Great Valley Advisor Group Inc. ($246.49K), and Sunflower Bank N.A. ($197.73K).

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

Institutional investors have sold a total of 10,877,994 shares in the last 24 months. This volume of shares sold represents approximately $554.28M in transactions.



This page (BATS:JMST) was last updated on 5/5/2026 by MarketBeat.com Staff.
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