JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q2 2026 (June 30)563holders +7
40new positions
28sold out
2famous investors
$50.94avg. 13F price*
At the end of Q2 2026, 563 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 7 from Q1 2026. 40 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($235.5M), Northwestern Mutual Wealth Management Co. ($195.5M) and HB Wealth Management, LLC ($166.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2026)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $32.2M |
| Exits | 28 | $22.2M |
All 13F filers, Q1 2026 → Q2 2026: 7,607,058 shares bought and 6,216,070 shares sold, net +1,390,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 563 holders
| Bank of America Corp. | 0.02% | Add +10.4% | 4,618,229 | $235.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -1.1% | 3,833,193 | $195.5M |
| HB Wealth Management, LLC | 0.94% | Add +28.1% | 3,268,293 | $166.7M |
| LPL Financial LLC | 0.04% | Add +0.0% | 3,079,442 | $157.1M |
| Resonant Capital Advisors, LLC | 4.49% | Add +7.1% | 1,841,965 | $93.9M |
| Wells Fargo & Company | 0.01% | Add +1.6% | 1,577,056 | $80.4M |
| Bank of New York Mellon Corp | 0.01% | Add +23.8% | 1,562,424 | $79.7M |
| FMR LLC | 0.00% | Reduce -0.1% | 1,380,788 | $70.4M |
| Salomon & Ludwin, LLC | 5.04% | Add +1.0% | 1,202,000 | $61.2M |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 1,199,281 | $61.2M |
| Bailard, Inc. | 1.19% | Add +240.5% | 1,147,099 | $58.5M |
| UBS Group AG | 0.01% | Add +4.4% | 1,081,228 | $55.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.9% | 960,457 | $49.0M |
| AlphaCore Capital LLC | 0.70% | Reduce -2.9% | 747,047 | $38.1M |
| Weatherly Asset Management L. P. | 2.64% | Add +0.1% | 727,451 | $37.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.5% | 716,864 | $36.6M |
| Royal Bank of Canada | 0.01% | Add +10.2% | 710,261 | $36.2M |
| Bridgewater Advisors Inc. | 1.88% | Add +8.2% | 678,796 | $34.5M |
| NorthRock Partners, LLC | 0.49% | Reduce -55.5% | 662,850 | $33.8M |
| Corient Private Wealth LP | 0.04% | Reduce -28.7% | 630,077 | $32.1M |
| Mariner, LLC | 0.03% | Reduce -30.8% | 614,234 | $31.3M |
| Cerity Partners LLC | 0.04% | Reduce -5.9% | 604,676 | $30.8M |
| CWA Asset Management Group, LLC | 0.94% | Add +10.9% | 601,091 | $30.7M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -3.7% | 590,310 | $30.1M |
| Sage Mountain Advisors LLC | 1.75% | Add +1.8% | 556,512 | $28.4M |
| Jones Financial Companies LLLP | 0.01% | Add +29.1% | 543,104 | $27.7M |
| Keybank National Association | 0.09% | Add +0.2% | 536,845 | $27.4M |
| Trust Co | 2.45% | Add +2.3% | 532,294 | $27.1M |
| Focus Partners Wealth | 0.03% | Add +15.6% | 524,475 | $26.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +33.1% | 524,263 | $26.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.8% | 511,979 | $26.1M |
| FSM Wealth Advisors, LLC | 2.78% | Add +6.6% | 508,803 | $25.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +52.5% | 502,899 | $25.6M |
| Global Wealth Management, LLC | 13.05% | Reduce -3.9% | 502,395 | $25.6M |
| Flputnam Investment Management Co. | 0.30% | Reduce -23.7% | 494,703 | $25.2M |
| TFO Wealth Partners, LLC | 2.73% | Add +7.5% | 492,234 | $25.1M |
| Franklin Resources Inc. | 0.01% | Add +21.8% | 480,527 | $24.5M |
| SouthState Bank Corp | 0.99% | Add +42.5% | 466,374 | $23.8M |
| Dynasty Wealth Management, LLC | 0.17% | Add +22.6% | 452,116 | $23.1M |
| Cetera Investment Advisers | 0.02% | Add +8.3% | 446,304 | $22.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -13.4% | 442,803 | $22.6M |
| WCG Wealth Advisors LLC | 0.53% | Reduce -15.9% | 442,140 | $22.5M |
| Captrust Financial Advisors | 0.03% | Add +7.5% | 411,148 | $21.0M |
| Global Strategic Investment Solutions, LLC | 1.87% | Reduce -2.7% | 409,414 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.9% | 397,053 | $20.2M |
| Private Advisor Group, LLC | 0.09% | Add +60.6% | 381,476 | $19.5M |
| Interchange Capital Partners, LLC | 3.45% | Add +64.3% | 359,911 | $18.4M |
| Gradient Investments LLC | 0.25% | Add +31.0% | 356,845 | $18.2M |
| Axxcess Wealth Management, LLC | 0.27% | Reduce -11.9% | 337,670 | $17.2M |
| Capital Asset Advisory Services LLC | 0.59% | Reduce -8.9% | 317,774 | $16.2M |
| Red Door Wealth Management, LLC | 1.44% | Add +77.0% | 310,180 | $15.8M |
| Stifel Financial Corp. | 0.01% | Add +17.6% | 293,012 | $14.9M |
| Principle Wealth Partners LLC | 0.73% | Add +30.3% | 291,500 | $14.9M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +1.2% | 289,295 | $14.8M |
| Chesley Taft & Associates LLC | 0.57% | Add +24.2% | 285,335 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.1% | 283,757 | $14.5M |
| Oak Harvest Investment Services | 1.35% | Add +4.4% | 282,359 | $14.4M |
| NewEdge Advisors, LLC | 0.04% | Add +2.5% | 278,708 | $14.2M |
| Boothe Investment Group, Inc. | 4.41% | Reduce -1.1% | 274,289 | $14.0M |
| Lido Advisors, LLC | 0.05% | Reduce -3.8% | 268,691 | $13.7M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +8.2% | 268,058 | $13.7M |
| Rosenberg Matthew Hamilton | 2.50% | Reduce -2.5% | 262,671 | $13.4M |
| Phoenix Wealth Advisors | 4.49% | Add +27.4% | 261,094 | $13.3M |
| Farther Finance Advisors, LLC | 0.10% | Add +28.3% | 260,393 | $13.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -5.2% | 257,948 | $13.2M |
| MBM Wealth Consultants, LLC | 2.42% | Add +3.9% | 245,679 | $12.5M |
| Auxano Advisors, LLC | 2.29% | Reduce -6.5% | 237,243 | $12.1M |
| Elequin Capital, LP | 2.08% | Add +188.5% | 236,301 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -46.4% | 231,867 | $11.8M |
| Fiduciary Trust Co | 0.13% | Reduce -26.8% | 231,332 | $11.8M |
| Opal Wealth Advisors, LLC | 2.48% | Add +3.1% | 224,850 | $11.5M |
| Citizens Financial Group Inc. | 0.14% | Add +25.4% | 220,283 | $11.2M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -11.3% | 218,332 | $11.1M |
| Diversified Portfolios, Inc. | 0.79% | Reduce -11.7% | 214,582 | $10.9M |
| Davidson Investment Advisors | 0.44% | Reduce -3.4% | 209,448 | $10.7M |
| Simon Quick Advisors, LLC | 0.43% | Add +0.7% | 208,365 | $10.6M |
| TD Capital Management LLC | 0.83% | Reduce -9.6% | 198,650 | $10.1M |
| Aspen Wealth Management LLC | 1.69% | Add +19.3% | 195,619 | $10.0M |
| OpenArc Corporate Advisory, LLC | 0.12% | Add +57.5% | 193,764 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -26.7% | 187,582 | $9.6M |
| Summit Financial, LLC | 0.10% | Reduce -4.8% | 186,728 | $9.5M |
| Regions Financial Corp. | 0.05% | Reduce -1.5% | 179,398 | $9.1M |
| Valeo Financial Advisors, LLC | 0.18% | Add +1.8% | 166,682 | $8.5M |
| Quotient Wealth Partners, LLC | 0.20% | Add +15.6% | 165,677 | $8.4M |
| YHB Investment Advisors, Inc. | 0.54% | Add +33.1% | 165,574 | $8.4M |
| Whitegate Investment Counselors, Inc. | 2.39% | Reduce -5.5% | 164,442 | $8.4M |
| Great Point Wealth Advisors, LLC | 1.33% | Reduce -0.8% | 161,685 | $8.2M |
| Vertex Planning Partners, LLC | 1.20% | Add +0.9% | 157,816 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +2.4% | 152,465 | $7.8M |
| Elmwood Wealth Management, Inc. | 1.91% | Add +1.4% | 149,352 | $7.6M |
| CENTRAL TRUST Co | 0.13% | Add +3.3% | 145,149 | $7.4M |
| Southeast Asset Advisors, LLC | 0.74% | Add +0.3% | 143,600 | $7.3M |
| Apex Wealth Management, LLC | 4.46% | Add +1.1% | 143,272 | $7.3M |
| Per Stirling Capital Management, LLC. | 0.70% | Reduce -1.6% | 143,243 | $7.3M |
| MY Wealth Management Inc. | 5.07% | Add +271.9% | 141,183 | $7.2M |
| Sierra Capital LLC | 0.68% | No change | 137,619 | $7.0M |
| PDS Planning, Inc | 0.39% | Add +18.4% | 131,459 | $6.7M |
| EP Wealth Advisors, LLC | 0.03% | No change | 130,874 | $6.7M |
| Capital Advisors Wealth Management, LLC | 0.78% | Reduce -6.4% | 130,140 | $6.6M |
| Mainsail Financial Group, LLC | 2.23% | Add +39.6% | 128,461 | $6.6M |
"% of holder's portfolio" is JMST's weight in each manager's 13F, not the share of JPM Ultra-Short Muni Income the manager owns.