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JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

JPMorgan Ultra-Short Municipal ETF logo
$50.88 0.00 (0.00%)
As of 07/24/2026 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)
429
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
239
Total
Institutional Outflows
(last 12 months)
$544.50M
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JMST Institutional Buying and Selling by Quarter

JPMorgan Ultra-Short Municipal ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
6/10/2026FAS Wealth Partners Inc.18,208$928K0.1%-4.7%0.023%
6/4/2026Town Capital LLC9,024$460K0.4%-5.3%0.011%
6/3/2026Parallel Advisors LLC65,787$3.35M0.1%-9.8%0.082%
6/3/2026NewEdge 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%
5/27/2026Allen 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%
5/22/2026Verus 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%
5/19/2026NewEdge Advisors LLC236,612$12.06M0.2%-6.3%0.296%
5/19/2026Ariadne Wealth Management LP21,072$1.07M0.5%-48.5%0.026%
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5/19/2026Bank of America Corp DE4,184,621$213.33M0.0%+5.8%5.241%
5/19/2026Ashton Thomas Securities LLC56,695$2.89M0.4%+6.2%0.071%
5/19/2026Arkadios Wealth Advisors5,963$304K0.0%N/A0.007%
5/18/2026Core 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%
5/16/2026Quantinno Capital Management LP10,916$556K0.0%N/A0.014%
5/15/2026Gateway Wealth Partners LLC52,716$2.69M0.1%+177.0%0.066%
5/15/2026Quadcap Wealth Management LLC15,703$801K0.1%+2.7%0.020%
5/15/2026Cypress Capital Group4,000$204K0.0%N/A0.005%
5/15/2026Vawter Financial Ltd.37,008$1.89M0.8%-4.1%0.046%
5/15/2026Waverly Advisors LLC24,172$1.23M0.0%+8.6%0.030%
5/15/2026Bridgewater Advisors Inc.627,358$31.92M2.0%-9.0%0.786%
5/14/2026Klingman & 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%
5/14/2026Lido Advisors LLC279,354$14.24M0.0%-1.6%0.350%
5/13/2026Cetera Investment Advisers412,268$21.02M0.0%+5.0%0.516%
5/12/2026Insight Advisors LLC PA32,443$1.65M0.3%-78.0%0.041%
5/8/2026PNC 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%
5/7/2026Parallel Advisors LLC65,787$3.35M0.1%-9.8%0.082%
5/7/2026Ironwood 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%
5/6/2026Simon Quick Advisors LLC207,029$10.55M0.5%+0.6%0.259%
5/6/2026Assetmark Inc.47,722$2.43M0.0%+25.8%0.060%
5/6/2026Gerald Baker Financial Group LLC5,702$289K0.1%N/A0.007%
5/6/2026 SteelPeak Wealth LLC39,004$1.99M0.1%N/A0.049%
5/6/2026Allspring Global Investments Holdings LLC701$36K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC13,781$703K0.0%N/A0.017%
5/6/2026Prosperity Consulting Group LLC127,336$6.49M0.3%-6.6%0.159%
5/6/2026Birchwood Financial Partners Inc.2,940$150K0.1%N/A0.004%
5/5/2026BCGM Wealth Management LLC74,412$3.79M1.0%+1.0%0.093%
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%
5/2/2026CAP Partners LLC6,840$349K0.2%+11.0%0.009%
5/2/2026 International Assets Investment Management LLC6,135$312K0.0%-14.6%0.008%
5/2/2026Strategic Wealth Advisors LLC29,288$1.49M1.2%+1.0%0.037%
5/2/2026Valmark Advisers Inc.27,247$1.39M0.0%+3.9%0.034%
5/1/2026Citizens Financial Group Inc. RI175,659$8.96M0.1%+1.3%0.220%
5/1/2026Fifth Third Bancorp14,013$714K0.0%N/A0.018%
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5/1/2026Rossmore Private Capital57,140$2.91M0.3%-5.9%0.072%
5/1/2026Oakwell 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%
5/1/2026Paladin 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%
4/30/2026Sonata Capital Group Inc.7,792$397K0.1%-20.1%0.010%
4/30/2026 Mason & Associates Inc5,057$258K0.0%-33.3%0.006%
4/30/2026Robinson Smith Wealth Advisors LLC68,869$3.51M2.4%-8.5%0.086%
4/30/2026SkyOak Wealth LLC67,322$3.43M0.6%-28.2%0.084%
4/30/2026Kestra Advisory Services LLC40,267$2.05M0.0%+11.0%0.050%


JMST Institutional Ownership - Frequently Asked Questions

During the previous two years, 625 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 576 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 LPL Financial LLC ($1.18M).

Institutional investors have bought a total of 22,464,615 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Of the 237 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).

Institutional investors have sold a total of 10,684,868 shares in the last 24 months. This volume of shares sold represents approximately $544.50M in transactions.


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This page (BATS:JMST) was last updated on 7/25/2026 by MarketBeat.com Staff.
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