JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q1 2024 (March 31)403holders
1famous investor
$50.73avg. 13F price*
At the end of Q1 2024, 403 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings. The largest holders were FMR LLC ($198.9M), Bank of America Corp. ($148.9M) and Northwestern Mutual Wealth Management Co. ($85.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $36.1M |
| Exits | 27 | $34.7M |
Ownership 403 holders
| FMR LLC | 0.01% | Add +0.0% | 3,919,199 | $198.9M |
| Bank of America Corp. | 0.01% | Reduce -11.8% | 2,935,542 | $148.9M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -6.1% | 1,676,477 | $85.1M |
| LPL Financial LLC | 0.04% | Add +1.5% | 1,585,485 | $80.4M |
| Fiduciary Trust Co | 1.04% | Reduce -8.3% | 1,335,938 | $67.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 960,057 | $48.7M |
| Resonant Capital Advisors, LLC | 3.16% | Add +7.4% | 729,135 | $37.0M |
| Cwm, LLC | 0.18% | Add +8.8% | 726,977 | $36.9M |
| UBS Group AG | 0.01% | Reduce -10.9% | 693,539 | $35.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 653,284 | $33.1M |
| Cerity Partners LLC | 0.09% | Reduce -4.0% | 638,113 | $32.4M |
| Bridgewater Advisors Inc. | 4.66% | Reduce -3.6% | 613,011 | $31.1M |
| Renaissance Technologies | 0.05% | Reduce -26.2% | 596,600 | $30.3M |
| Weatherly Asset Management L. P. | 2.78% | Reduce -1.0% | 566,112 | $28.7M |
| CWA Asset Management Group, LLC | 1.69% | Add +10.7% | 546,871 | $27.7M |
| Global Strategic Investment Solutions, LLC | 3.22% | Add +15.7% | 542,726 | $27.5M |
| Corient Private Wealth LP | 0.05% | Add +3.5% | 512,191 | $26.0M |
| Bank of New York Mellon Corp | 0.00% | Add +31.7% | 459,621 | $23.3M |
| Mills Wealth Advisors LLC | 16.19% | Reduce -6.2% | 434,735 | $22.1M |
| HighTower Advisors, LLC | 0.03% | Add +18.4% | 389,753 | $19.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -3.3% | 382,724 | $19.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.40% | Reduce -30.8% | 347,035 | $17.6M |
| Captrust Financial Advisors | 0.06% | Reduce -6.2% | 344,896 | $17.5M |
| Principle Wealth Partners LLC | 1.31% | Reduce -9.6% | 329,504 | $16.7M |
| MJP Associates Inc. | 3.48% | Add +8.8% | 315,174 | $16.0M |
| Advisor OS, LLC | 1.84% | Add +8.1% | 315,174 | $16.0M |
| Boothe Investment Group, Inc. | 7.57% | Add +5.3% | 295,674 | $15.0M |
| Auxano Advisors, LLC | 4.29% | Reduce -0.7% | 290,273 | $14.7M |
| One Capital Management, LLC | 0.53% | Add +3.4% | 287,905 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.2% | 270,117 | $13.7M |
| Great Valley Advisor Group, Inc. | 0.41% | Add +6.9% | 266,865 | $13.5M |
| Trust Co | 1.68% | Reduce -1.3% | 251,882 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.5% | 243,965 | $12.4M |
| CFO4Life Group, LLC | 2.13% | Add +25.4% | 231,508 | $11.7M |
| MBM Wealth Consultants, LLC | 4.01% | Add +1.7% | 224,444 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +94.8% | 217,051 | $11.0M |
| Castlekeep Investment Advisors LLC | 7.54% | Add +13.0% | 206,271 | $10.5M |
| Integrated Wealth Concepts LLC | 0.15% | Add +67.0% | 198,186 | $10.1M |
| Mariner, LLC | 0.02% | Add +25.3% | 194,035 | $9.8M |
| Regions Financial Corp. | 0.07% | Add +38.9% | 192,911 | $9.8M |
| Sunflower Bank, N.A. | 2.18% | Add +9.1% | 191,282 | $9.7M |
| Focus Partners Wealth | 0.08% | Add +1.3% | 183,462 | $9.3M |
| Appleton Partners Inc. | 0.72% | Reduce -0.2% | 181,911 | $9.2M |
| Raymond James & Associates | 0.01% | Add +2.4% | 181,114 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +45.1% | 178,247 | $9.0M |
| Rosenberg Matthew Hamilton | 2.60% | Add +4.4% | 177,922 | $9.0M |
| Slow Capital, Inc. | 1.41% | Add +22.6% | 173,144 | $8.8M |
| Atlas Private Wealth Management, LLC | 3.59% | Add +3.8% | 168,211 | $8.5M |
| TD Capital Management LLC | 0.89% | Add +37.4% | 164,231 | $8.3M |
| WCG Wealth Advisors LLC | 0.67% | Reduce -25.5% | 158,364 | $8.0M |
| Great Point Wealth Advisors, LLC | 1.86% | New | 157,559 | $8.0M |
| BCGM Wealth Management, LLC | 2.84% | Add +0.1% | 156,104 | $7.9M |
| Oak Harvest Investment Services | 1.31% | Add +19.1% | 155,316 | $7.9M |
| Franklin Resources Inc. | 0.00% | Reduce -2.3% | 149,787 | $7.6M |
| Sunburst Financial Group, LLC | 2.14% | Reduce -21.8% | 149,389 | $7.6M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -7.2% | 148,216 | $7.5M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -7.2% | 148,216 | $7.5M |
| Salomon & Ludwin, LLC | 0.63% | New | 144,683 | $7.4M |
| Opal Wealth Advisors, LLC | 2.49% | Add +13.6% | 144,767 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -21.7% | 144,106 | $7.3M |
| PDS Planning, Inc | 0.76% | Reduce -3.4% | 143,193 | $7.3M |
| Levy Wealth Management Group, LLC | 2.00% | No change | 140,645 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -7.4% | 137,388 | $7.0M |
| Transform Wealth, LLC | 0.64% | Add +106.1% | 133,755 | $6.8M |
| HB Wealth Management, LLC | 0.08% | Reduce -13.8% | 131,073 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.5% | 126,204 | $6.4M |
| Websterrogers Financial Advisors, LLC | 2.26% | Add +13.6% | 125,053 | $6.3M |
| MML Investors Services, LLC | 0.03% | Reduce -0.8% | 124,160 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +484.3% | 118,712 | $6.0M |
| Elmwood Wealth Management, Inc. | 2.53% | Add +7.7% | 116,577 | $5.9M |
| D L Carlson Investment Group Inc. | 1.12% | Reduce -1.8% | 112,724 | $5.7M |
| IMZ Advisory Inc | 2.92% | Add +23.6% | 111,699 | $5.7M |
| Cooper Financial Group | 0.93% | Reduce -11.6% | 110,946 | $5.6M |
| First Heartland Consultants, Inc. | 0.58% | Reduce -55.5% | 109,225 | $5.5M |
| Three Bridge Wealth Advisors, LLC | 2.17% | Reduce -12.0% | 108,532 | $5.5M |
| SVB Wealth LLC | 0.12% | Reduce -13.4% | 104,379 | $5.3M |
| Mfa Wealth Advisors, LLC | 1.36% | Add +1.3% | 101,929 | $5.2M |
| Brandywine Oak Private Wealth LLC | 0.54% | Reduce -4.8% | 101,351 | $5.1M |
| Beacon Investment Advisory Services, Inc. | 0.22% | Reduce -15.0% | 100,595 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +43.4% | 92,986 | $4.7M |
| Perigon Wealth Management, LLC | 0.14% | Add +1.6% | 91,824 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -15.8% | 90,977 | $4.6M |
| Capital Management Corp. | 0.87% | Reduce -0.5% | 89,866 | $4.6M |
| Davidson Investment Advisors | 0.23% | Add +52.5% | 89,108 | $4.5M |
| Axxcess Wealth Management, LLC | 0.13% | Add +57.0% | 87,190 | $4.4M |
| 49 Wealth Management, LLC | 0.95% | Add +0.2% | 87,436 | $4.4M |
| Kathmere Capital Management, LLC | 0.50% | Reduce -15.2% | 86,588 | $4.4M |
| Highline Wealth Partners LLC | 1.74% | Add +17.0% | 84,100 | $4.3M |
| Wealth Alliance Advisory Group, LLC | 0.98% | Add +10.7% | 82,880 | $4.2M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -18.8% | 82,325 | $4.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +32.1% | 81,192 | $4.1M |
| Morningstar Investment Services LLC | 0.05% | Reduce -44.1% | 81,212 | $4.1M |
| Private Advisor Group, LLC | 0.03% | Add +191.5% | 80,008 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -25.7% | 79,842 | $4.1M |
| Jupiter Wealth Management LLC | 2.14% | No change | 80,000 | $4.1M |
| ZWJ Investment Counsel Inc. | 0.18% | Reduce -16.3% | 79,575 | $4.0M |
| Callan Capital, LLC | 0.35% | Reduce -43.5% | 77,897 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +2.7% | 76,805 | $3.9M |
| Signet Financial Management, LLC | 0.53% | Reduce -5.1% | 76,555 | $3.9M |
| Modern Wealth Management, LLC | 0.35% | Reduce -6.9% | 75,182 | $3.8M |
"% 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.