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JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

JPMorgan Ultra-Short Municipal ETF logo
$50.65 -0.04 (-0.08%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Ultra-Short Municipal ETF (NYSEARCA:JMST)

Number of
Institutional Buyers
(last 12 months)
397
Total
Institutional Inflows
(last 12 months)
$955.83M
Number of
Institutional Sellers
(last 12 months)
219
Total
Institutional Outflows
(last 12 months)
$526.04M
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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
9/23/2026 Envestnet Asset Management Inc.283,757$14.47M0.0%+12.1%0.193%
9/15/2026 Cherry Tree Wealth Management LLC884$45K0.0%N/A0.001%
9/9/2026 Pecaut & CO.41,785$2.13M0.7%-4.9%0.030%
9/9/2026 Capstone Financial Advisors Inc.24,448$1.25M0.1%+128.3%0.018%
9/9/2026 Tortoise Investment Management LLC40,000$2.04M0.2%-20.0%0.029%
9/9/2026 Sequoia Financial Advisors LLC257,948$13.16M0.1%-5.2%0.185%
9/9/2026 Cahill Financial Advisors Inc.37,791$1.93M0.2%+23.2%0.027%
9/9/2026 MCF Advisors LLC6,890$351K0.0%+82.8%0.005%
9/9/2026 Capital Analysts LLC113,781$5.80M0.1%-7.1%0.082%
9/9/2026 NorthRock Partners LLC662,850$33.81M0.5%-55.6%0.475%
9/9/2026 Integrated Wealth Concepts LLC590,310$30.11M0.2%-3.7%0.423%
9/9/2026 NewEdge Advisors LLC278,708$14.21M0.0%+2.5%0.200%
9/9/2026 IFP Advisors Inc64,786$3.30M0.1%+0.6%0.046%
9/9/2026 Beacon Investment Advisory Services Inc.97,332$4.96M0.2%+33.0%0.070%
9/9/2026 Centerline Wealth Advisors LLC4,494$229K0.1%-29.1%0.003%
9/9/2026 XY Planning Network Inc.12,931$659K0.1%N/A0.009%
9/8/2026 Waverly Advisors LLC26,700$1.36M0.0%+10.5%0.019%
9/2/2026 Citadel Advisors LLC38,538$1.97M0.0%-92.4%0.048%
8/27/2026 Corient Private Wealth LP630,077$32.13M0.0%-28.7%0.789%
8/26/2026 Brown Financial Advisors10,853$554K0.2%+19.5%0.014%
8/23/2026 Ameritas Advisory Services LLC75,182$3.83M0.1%+29.6%0.094%
8/23/2026 Kintra Wealth LLC78,002$3.97M0.2%+12.2%0.098%
8/23/2026 Yarger Wealth Strategies LLC6,056$308K0.1%-33.9%0.008%
8/23/2026 HB Wealth Management LLC3,268,293$166.68M0.9%+28.1%4.093%
8/23/2026 Unique Wealth LLC17,106$872K0.1%+102.4%0.021%
8/22/2026 NBH Bank3,259$166K0.1%N/A0.004%
8/22/2026 Tenet Wealth Partners LLC15,561$792K0.6%N/A0.019%
8/22/2026 Shum Financial Group Inc.33,986$1.73M1.0%+101.8%0.043%
8/22/2026 Investor s Fiduciary Advisor Network LLC7,832$399K0.1%-14.4%0.010%
8/22/2026 Concurrent Investment Advisors LLC31,448$1.60M0.0%+2.1%0.039%
8/21/2026 Mason & Associates Inc5,829$297K0.0%+15.3%0.007%
8/21/2026 Firestone Capital Management51,798$2.64M0.5%+28.4%0.065%
8/21/2026 Sunburst Financial Group LLC45,984$2.35M0.4%-1.8%0.058%
8/21/2026 SkyOak Wealth LLC72,890$3.72M0.6%+8.3%0.091%
8/21/2026 Symphony Financial Ltd. Co.4,324$220K0.0%N/A0.005%
8/21/2026 Triumph Capital Management6,515$332K0.1%+17.7%0.008%
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%
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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%
6/18/2026 Western 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%
5/28/2026 Cozad 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%
5/26/2026 Ruggaard & Associates LLC12,870$656K0.3%+17.9%0.016%
5/22/2026 WNY 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%
5/19/2026 Western Wealth Management LLC6,370$325K0.0%+25.8%0.008%
5/19/2026 NewEdge Advisors LLC236,612$12.06M0.2%-6.3%0.296%
5/19/2026 Ariadne Wealth Management LP21,072$1.07M0.5%-48.5%0.026%
5/19/2026 Bank 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%
5/18/2026 Royal 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%
5/15/2026 Waverly 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%
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5/14/2026 Modern Wealth Management LLC51,244$2.61M0.0%-12.9%0.064%
5/14/2026 Wills 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%


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 573 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 18,747,541 shares in the last 24 months. This purchase volume represents approximately $955.83M in transactions.

Of the 219 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 10,319,617 shares in the last 24 months. This volume of shares sold represents approximately $526.04M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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