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JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

JPMorgan Ultra-Short Municipal ETF logo
$50.67 +0.01 (+0.02%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$50.77 +0.10 (+0.20%)
As of 10/14/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$509.93M
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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
10/15/2026Cliftonlarsonallen Wealth Advisors LLC432,556$21.87M0.3%N/A0.278%
10/14/2026Elmwood Wealth Management Inc.147,053$7.44M1.8%-1.5%0.094%
10/14/2026Triumph Capital Management7,802$394K0.1%+19.8%0.005%
10/14/2026Baker Ellis Asset Management LLC29,800$1.51M0.2%N/A0.019%
10/14/2026Aspen Wealth Management LLC220,543$11.15M1.8%+12.7%0.142%
10/14/2026Shore Point Advisors LLC17,686$894K0.2%+118.4%0.011%
10/14/2026Focus Financial Network Inc.45,246$2.29M0.1%-1.7%0.029%
10/14/2026Roberts Wealth Advisors LLC5,683$287K0.1%+28.8%0.004%
10/14/2026XY Planning Network Inc.15,602$789K0.1%+20.7%0.010%
10/14/2026ProCore Advisors LLC11,210$567K0.7%-4.2%0.007%
10/13/2026Forvis Mazars Wealth Advisors LLC156,652$7.92M0.1%N/A0.101%
10/13/2026Sax Wealth Advisors LLC158,572$8.02M0.2%+3,773.3%0.103%
10/13/2026Avior Wealth Management LLC25,254$1.28M0.0%N/A0.016%
10/9/2026Capital Advisors Wealth Management LLC172,493$8.72M1.0%+32.5%0.113%
10/9/2026Thryve Wealth Management LLC22,839$1.16M0.6%+119.5%0.015%
10/9/2026Avaii Wealth Management LLC9,432$477K0.1%-2.7%0.006%
10/9/2026Gerald Baker Financial Group LLC5,311$269K0.1%-15.3%0.003%
10/9/2026Graves Light Lenhart Wealth Inc.126,802$6.41M0.6%+3.9%0.083%
10/9/2026Acropolis Investment Management LLC13,148$665K0.0%N/A0.009%
10/9/2026Galvin Gaustad & Stein LLC34,664$1.75M0.1%+1.9%0.023%
10/8/2026Farther Finance Advisors LLC305,286$15.44M0.1%+17.2%0.201%
10/8/2026Aletheian Wealth Advisors LLC11,376$575K0.2%+4.4%0.007%
10/8/2026YHB Investment Advisors Inc.163,460$8.27M0.5%N/A0.108%
10/8/2026Gradient Investments LLC404,776$20.47M0.3%N/A0.266%
10/8/2026Avidian Wealth Enterprises LLC227,414$11.50M0.3%N/A0.150%
10/8/2026Valeo Financial Advisors LLC170,871$8.64M0.2%+2.5%0.112%
10/8/2026Leverty Financial Group LLC131,413$6.64M1.2%+32.8%0.086%
10/8/2026Peterson Wealth Advisors LLC26,813$1.36M0.2%-25.8%0.018%
10/7/2026Cooper Financial Group37,199$1.88M0.2%-15.4%0.025%
10/7/2026Kwmg LLC8,758$443K0.0%N/A0.006%
10/7/2026PFW Advisors LLC39,141$1.98M0.6%+70.8%0.026%
10/6/2026Legacy Private Trust Co.43,433$2.20M0.1%N/A0.029%
10/5/2026Rosenberg Matthew Hamilton312,862$15.82M2.8%+19.1%0.208%
10/5/2026Collective Family Office LLC10,828$547K0.1%N/A0.007%
10/5/2026MassMutual Private Wealth & Trust FSB7,052$357K0.0%N/A0.005%
9/23/2026Envestnet Asset Management Inc.283,757$14.47M0.0%+12.1%0.193%
9/15/2026Cherry Tree Wealth Management LLC884$45K0.0%N/A0.001%
9/9/2026Pecaut & CO.41,785$2.13M0.7%-4.9%0.030%
9/9/2026Capstone Financial Advisors Inc.24,448$1.25M0.1%+128.3%0.018%
9/9/2026Tortoise Investment Management LLC40,000$2.04M0.2%-20.0%0.029%
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9/9/2026Sequoia Financial Advisors LLC257,948$13.16M0.1%-5.2%0.185%
9/9/2026Cahill Financial Advisors Inc.37,791$1.93M0.2%+23.2%0.027%
9/9/2026MCF Advisors LLC6,890$351K0.0%+82.8%0.005%
9/9/2026Capital Analysts LLC113,781$5.80M0.1%-7.1%0.082%
9/9/2026NorthRock Partners LLC662,850$33.81M0.5%-55.6%0.475%
9/9/2026Integrated Wealth Concepts LLC590,310$30.11M0.2%-3.7%0.423%
9/9/2026NewEdge Advisors LLC278,708$14.21M0.0%+2.5%0.200%
9/9/2026IFP Advisors Inc64,786$3.30M0.1%+0.6%0.046%
9/9/2026Beacon Investment Advisory Services Inc.97,332$4.96M0.2%+33.0%0.070%
9/9/2026Centerline Wealth Advisors LLC4,494$229K0.1%-29.1%0.003%
9/9/2026XY Planning Network Inc.12,931$659K0.1%N/A0.009%
9/8/2026Waverly Advisors LLC26,700$1.36M0.0%+10.5%0.019%
9/2/2026Citadel Advisors LLC38,538$1.97M0.0%-92.4%0.048%
8/27/2026Corient Private Wealth LP630,077$32.13M0.0%-28.7%0.789%
8/26/2026Brown Financial Advisors10,853$554K0.2%+19.5%0.014%
8/23/2026Ameritas Advisory Services LLC75,182$3.83M0.1%+29.6%0.094%
8/23/2026Kintra Wealth LLC78,002$3.97M0.2%+12.2%0.098%
8/23/2026Yarger Wealth Strategies LLC6,056$308K0.1%-33.9%0.008%
8/23/2026HB Wealth Management LLC3,268,293$166.68M0.9%+28.1%4.093%
8/23/2026Unique Wealth LLC17,106$872K0.1%+102.4%0.021%
8/22/2026NBH Bank3,259$166K0.1%N/A0.004%
8/22/2026Tenet Wealth Partners LLC15,561$792K0.6%N/A0.019%
8/22/2026Shum Financial Group Inc.33,986$1.73M1.0%+101.8%0.043%
8/22/2026Investor s Fiduciary Advisor Network LLC7,832$399K0.1%-14.4%0.010%
8/22/2026Concurrent Investment Advisors LLC31,448$1.60M0.0%+2.1%0.039%
8/21/2026Mason & Associates Inc5,829$297K0.0%+15.3%0.007%
8/21/2026Firestone Capital Management51,798$2.64M0.5%+28.4%0.065%
8/21/2026Sunburst Financial Group LLC45,984$2.35M0.4%-1.8%0.058%
8/21/2026SkyOak Wealth LLC72,890$3.72M0.6%+8.3%0.091%
8/21/2026Symphony Financial Ltd. Co.4,324$220K0.0%N/A0.005%
8/21/2026Triumph Capital Management6,515$332K0.1%+17.7%0.008%
8/12/2026C M Bidwell & Associates Ltd.8,865$452K0.2%N/A0.011%
7/10/2026Leverty Financial Group LLC98,985$5.05M1.0%+30.9%0.124%
7/10/2026Canvas Wealth Advisors LLC47,075$2.40M0.3%-34.0%0.059%
7/10/2026Fulton Bank N.A.44,554$2.27M0.1%-11.8%0.056%
7/10/2026Wealthcare Advisory Partners LLC59,474$3.03M0.1%-49.3%0.074%
7/10/2026Paladin Wealth LLC19,729$1.01M0.6%+26.2%0.025%
7/9/2026Revolve Wealth Partners LLC105,003$5.36M0.6%+114.0%0.132%
7/9/2026Sax Wealth Advisors LLC4,094$209K0.0%N/A0.005%
7/9/2026Adamsbrown Wealth Consultants LLC18,739$956K0.2%-37.9%0.023%
7/9/2026Sunburst Financial Group LLC45,984$2.35M0.4%-1.8%0.058%
7/9/2026Valeo Financial Advisors LLC166,682$8.50M0.2%+1.8%0.209%
7/9/2026Private Wealth Group LLC5,972$305K0.1%+7.7%0.007%
7/8/2026Gradient Investments LLC356,845$18.20M0.3%+31.0%0.447%
7/8/2026Invariant Investment Management56,902$2.90M1.7%-1.1%0.071%
7/8/2026Beacon Investment Advisory Services Inc.97,332$4.96M0.2%+33.0%0.122%
7/8/2026Chesley Taft & Associates LLC285,335$14.55M0.6%+24.2%0.357%
7/8/2026Kwmg LLC18,844$961K0.1%-7.0%0.024%
7/8/2026Cooper Financial Group43,967$2.24M0.2%-14.9%0.055%
7/8/2026Elmwood Wealth Management Inc.149,352$7.62M1.9%+1.4%0.187%
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7/8/2026IMZ Advisory Inc10,731$547K0.2%-86.3%0.013%
7/7/2026Dynamic Advisor Solutions LLC51,056$2.60M0.1%-4.9%0.064%
7/7/2026Graves Light Lenhart Wealth Inc.122,067$6.23M0.6%+8.0%0.153%
7/7/2026Sandy Cove Advisors LLC22,720$1.16M0.3%-12.0%0.028%
7/6/2026Dogwood 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%


JMST Institutional Ownership - Frequently Asked Questions

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 Bank of America Corp DE ($213.33M), Northwestern Mutual Wealth Management Co. ($202.39M), HB Wealth Management LLC ($166.68M), LPL Financial LLC ($154.06M), 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 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 ($3.16M), Northwestern Mutual Wealth Management Co. ($1.57M), 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 19,668,137 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Of the 214 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), NorthRock Partners LLC ($828.50K), Bailard Inc. ($633.72K), Citadel Advisors LLC ($468.56K), Corient Private Wealth LP ($253.77K), Commonwealth Equity Services LLC ($252.52K), and Integrated Wealth Concepts LLC ($209.90K).

Institutional investors have sold a total of 10,205,635 shares in the last 24 months. This volume of shares sold represents approximately $520.22M in transactions.



Institutional ownership data for NYSEARCA:JMST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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