Go Pro
→ Your book is inside (From Profits Run) (Ad)tc pixel Free JMST Stock Alerts

JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

JPMorgan Ultra-Short Municipal ETF logo
$50.90 -0.01 (-0.02%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$933.48M
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$477.89M
Get JMST Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Ultra-Short Municipal ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JMST Institutional Buying and Selling by Quarter

JPMorgan Ultra-Short Municipal ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 C M Bidwell & Associates Ltd.8,865$452K0.2%N/A0.011%
7/10/2026 Leverty Financial Group LLC98,985$5.05M1.0%+30.9%0.124%
7/10/2026 Canvas Wealth Advisors LLC47,075$2.40M0.3%-34.0%0.059%
7/10/2026 Fulton Bank N.A.44,554$2.27M0.1%-11.8%0.056%
7/10/2026 Wealthcare Advisory Partners LLC59,474$3.03M0.1%-49.3%0.074%
7/10/2026 Paladin Wealth LLC19,729$1.01M0.6%+26.2%0.025%
7/9/2026 Revolve Wealth Partners LLC105,003$5.36M0.6%+114.0%0.132%
7/9/2026 Sax Wealth Advisors LLC4,094$209K0.0%N/A0.005%
7/9/2026 Adamsbrown Wealth Consultants LLC18,739$956K0.2%-37.9%0.023%
7/9/2026 Sunburst Financial Group LLC45,984$2.35M0.4%-1.8%0.058%
7/9/2026 Valeo Financial Advisors LLC166,682$8.50M0.2%+1.8%0.209%
7/9/2026 Private Wealth Group LLC5,972$305K0.1%+7.7%0.007%
7/8/2026 Gradient Investments LLC356,845$18.20M0.3%+31.0%0.447%
7/8/2026 Invariant Investment Management56,902$2.90M1.7%-1.1%0.071%
7/8/2026 Beacon Investment Advisory Services Inc.97,332$4.96M0.2%+33.0%0.122%
7/8/2026 Chesley Taft & Associates LLC285,335$14.55M0.6%+24.2%0.357%
7/8/2026 Kwmg LLC18,844$961K0.1%-7.0%0.024%
7/8/2026 Cooper Financial Group43,967$2.24M0.2%-14.9%0.055%
7/8/2026 Elmwood Wealth Management Inc.149,352$7.62M1.9%+1.4%0.187%
7/8/2026 IMZ Advisory Inc10,731$547K0.2%-86.3%0.013%
7/7/2026 Dynamic Advisor Solutions LLC51,056$2.60M0.1%-4.9%0.064%
7/7/2026 Graves Light Lenhart Wealth Inc.122,067$6.23M0.6%+8.0%0.153%
7/7/2026 Sandy Cove Advisors LLC22,720$1.16M0.3%-12.0%0.028%
7/6/2026 Dogwood Wealth Management LLC3,848$196K0.1%-9.4%0.005%
6/18/2026Western Wealth Management LLC6,370$325K0.0%+25.8%0.008%
6/10/2026 FAS Wealth Partners Inc.18,208$928K0.1%-4.7%0.023%
6/4/2026 Town Capital LLC9,024$460K0.4%-5.3%0.011%
6/3/2026 Parallel Advisors LLC65,787$3.35M0.1%-9.8%0.082%
6/3/2026 NewEdge Advisors LLC271,881$13.86M0.0%+7.6%0.340%
6/1/2026 Financial Solutions Advisory Group Inc.42,928$2.19M0.3%N/A0.054%
5/28/2026Cozad Asset Management Inc.12,213$623K0.0%-5.9%0.015%
5/28/2026 Lavelle Capital LP78,480$4.00M2.5%N/A0.098%
5/27/2026 Allen Capital Group LLC23,902$1.22M0.1%+20.6%0.030%
5/27/2026 Security Financial Services INC.37,610$1.92M0.3%+29.6%0.047%
5/26/2026Ruggaard & Associates LLC12,870$656K0.3%+17.9%0.016%
5/22/2026WNY Asset Management LLC9,483$483K0.0%N/A0.012%
5/22/2026 Verus Capital Partners LLC15,051$767K0.1%N/A0.019%
5/20/2026 Boothe Investment Group Inc.277,346$14.14M4.6%+3.9%0.347%
5/19/2026Western Wealth Management LLC6,370$325K0.0%+25.8%0.008%
5/19/2026 NewEdge Advisors LLC236,612$12.06M0.2%-6.3%0.296%
Ray Dalio: Buy Gold. Get Paid. (Ad)

Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power. A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.tc pixel

See how to follow Dalio's gold strategy and collect monthly income
5/19/2026 Ariadne Wealth Management LP21,072$1.07M0.5%-48.5%0.026%
5/19/2026Bank of America Corp DE4,184,621$213.33M0.0%+5.8%5.241%
5/19/2026 Ashton Thomas Securities LLC56,695$2.89M0.4%+6.2%0.071%
5/19/2026 Arkadios Wealth Advisors5,963$304K0.0%N/A0.007%
5/18/2026 Core Wealth Advisors Inc.24,743$1.26M0.3%-3.9%0.031%
5/18/2026Royal Bank of Canada644,321$32.85M0.0%+8.9%0.807%
5/16/2026 Quantinno Capital Management LP10,916$556K0.0%N/A0.014%
5/15/2026 Gateway Wealth Partners LLC52,716$2.69M0.1%+177.0%0.066%
5/15/2026 Quadcap Wealth Management LLC15,703$801K0.1%+2.7%0.020%
5/15/2026 Cypress Capital Group4,000$204K0.0%N/A0.005%
5/15/2026 Vawter Financial Ltd.37,008$1.89M0.8%-4.1%0.046%
5/15/2026Waverly Advisors LLC24,172$1.23M0.0%+8.6%0.030%
5/15/2026 Bridgewater Advisors Inc.627,358$31.92M2.0%-9.0%0.786%
5/14/2026 Klingman & Associates LLC121,774$6.21M0.3%+156.8%0.153%
5/14/2026Modern Wealth Management LLC51,244$2.61M0.0%-12.9%0.064%
5/14/2026Wills Financial Group LLC59,849$3.05M1.3%-0.7%0.075%
5/14/2026 Lido Advisors LLC279,354$14.24M0.0%-1.6%0.350%
5/13/2026 Cetera Investment Advisers412,268$21.02M0.0%+5.0%0.516%
5/12/2026 Insight Advisors LLC PA32,443$1.65M0.3%-78.0%0.041%
5/8/2026 PNC Financial Services Group Inc.35,156$1.79M0.0%+5.6%0.044%
5/7/2026 Commonwealth Financial Services LLC14,822$756K0.1%+2.1%0.019%
5/7/2026 Balefire LLC6,410$327K0.1%N/A0.008%
5/7/2026 Parallel Advisors LLC65,787$3.35M0.1%-9.8%0.082%
5/7/2026 Ironwood Investment Counsel LLC38,643$1.97M0.3%-50.3%0.048%
5/7/2026 Sentinel Trust Co. LBA9,027$460K0.0%-23.4%0.011%
5/7/2026 Paradigm Strategies in Wealth Management LLC25,163$1.28M0.9%-21.4%0.032%
5/6/2026 Simon Quick Advisors LLC207,029$10.55M0.5%+0.6%0.259%
5/6/2026 Assetmark Inc.47,722$2.43M0.0%+25.8%0.060%
5/6/2026 Gerald Baker Financial Group LLC5,702$289K0.1%N/A0.007%
5/6/2026 SteelPeak Wealth LLC39,004$1.99M0.1%N/A0.049%
5/6/2026 Allspring Global Investments Holdings LLC701$36K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC13,781$703K0.0%N/A0.017%
5/6/2026 Prosperity Consulting Group LLC127,336$6.49M0.3%-6.6%0.159%
5/6/2026 Birchwood Financial Partners Inc.2,940$150K0.1%N/A0.004%
5/5/2026 BCGM Wealth Management LLC74,412$3.79M1.0%+1.0%0.093%
5/5/2026 Compass Financial Group Inc.29,833$1.52M0.7%-0.9%0.037%
5/5/2026 Bank of New York Mellon Corp1,261,630$64.32M0.0%+14.7%1.580%
5/5/2026 Collaborative Wealth Managment Inc.18,451$941K0.4%-1.1%0.023%
5/5/2026Schwallier Wealth Management LLC7,544$385K0.3%+11.6%0.009%
5/5/2026 Geneos 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%
5/5/2026 SouthState Bank Corp327,256$16.68M0.8%+14.1%0.410%
5/5/2026 Sanctuary Advisors LLC63,222$3.22M0.0%-38.8%0.079%
5/5/2026 Sigma Planning Corp63,639$3.24M0.1%+3.8%0.080%
5/5/2026 1ST 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%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
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%
5/1/2026Manning & 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%


JMST Institutional Ownership - Frequently Asked Questions

During the previous two years, 612 institutional investors and hedge funds held shares of JPMorgan Ultra-Short Municipal ETF. The most heavily invested institutionals were Bank of America Corp DE ($213.33M), Northwestern Mutual Wealth Management Co. ($202.39M), 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.

Of the 568 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 ($1.32M), Corient Private Wealth LLC ($1.20M), and Grimes & Company Inc. ($1.09M).

Institutional investors have bought a total of 18,310,197 shares in the last 24 months. This purchase volume represents approximately $933.48M in transactions.

Of the 215 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. ($633.72K), Thrivent Financial for Lutherans ($431.38K), Commonwealth Equity Services LLC ($252.52K), Great Valley Advisor Group Inc. ($246.49K), Sunflower Bank N.A. ($197.73K), and Integrated Wealth Concepts LLC ($187.13K).

Institutional investors have sold a total of 9,376,560 shares in the last 24 months. This volume of shares sold represents approximately $477.89M in transactions.


Related Companies

Institutional ownership data for BATS:JMST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Who Really Gets Rich from IPOs?
Peter Thiel turned a $500,000 stake in Meta into nearly $1 billion by investing eight years before its IPO. Tr...
Weiss Ratings | Sponsoredtc pixel
$100 for this… $500 for that. Here’s how to stop the bleeding today
Rising costs are squeezing households nationwide. USA Today reports more families are moving in together, whil...
Brownstone Research | Sponsoredtc pixel