JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q2 2024 (June 30)425holders +22
50new positions
29sold out
1famous investor
$50.75avg. 13F price*
At the end of Q2 2024, 425 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 22 from Q1 2024. 50 opened new positions and 29 sold out. The largest holders were FMR LLC ($184.1M), Bank of America Corp. ($152.7M) and LPL Financial LLC ($89.2M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2024)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $42.7M |
| Exits | 29 | $12.1M |
All 13F filers, Q1 2024 → Q2 2024: 4,012,767 shares bought and 2,925,912 shares sold, net +1,086,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 425 holders
| FMR LLC | 0.01% | Reduce -7.5% | 3,627,379 | $184.1M |
| Bank of America Corp. | 0.01% | Add +2.5% | 3,009,109 | $152.7M |
| LPL Financial LLC | 0.04% | Add +10.9% | 1,757,832 | $89.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +4.0% | 1,744,345 | $88.5M |
| Fiduciary Trust Co | 0.94% | Reduce -7.8% | 1,231,546 | $62.5M |
| Wells Fargo & Company | 0.01% | Add +9.4% | 1,050,386 | $53.3M |
| Resonant Capital Advisors, LLC | 3.68% | Add +22.4% | 892,834 | $45.3M |
| JPMorgan Chase & Co. | 0.00% | Add +21.6% | 794,119 | $40.3M |
| Cwm, LLC | 0.17% | Reduce -4.0% | 698,100 | $35.4M |
| UBS Group AG | 0.01% | Reduce -8.6% | 633,671 | $32.2M |
| Renaissance Technologies | 0.05% | Reduce -1.2% | 589,200 | $29.9M |
| Bank of New York Mellon Corp | 0.01% | Add +24.1% | 570,504 | $29.0M |
| Weatherly Asset Management L. P. | 2.57% | Reduce -2.2% | 553,611 | $28.1M |
| Cerity Partners LLC | 0.08% | Reduce -13.7% | 550,695 | $27.9M |
| Global Strategic Investment Solutions, LLC | 3.29% | Reduce -1.1% | 536,579 | $27.2M |
| Corient Private Wealth LP | 0.05% | Reduce -0.5% | 509,408 | $25.8M |
| Bridgewater Advisors Inc. | 2.81% | Reduce -27.1% | 446,916 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +325.3% | 395,478 | $20.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.4% | 380,438 | $19.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.3% | 377,694 | $19.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +72.9% | 375,221 | $19.0M |
| MJP Associates Inc. | 3.84% | Add +15.4% | 363,661 | $18.5M |
| Advisor OS, LLC | 2.01% | Add +14.7% | 361,349 | $18.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Add +0.7% | 349,498 | $17.7M |
| Focus Partners Wealth | 0.06% | Add +78.3% | 327,151 | $16.6M |
| Integrated Wealth Concepts LLC | 0.22% | Add +61.9% | 320,877 | $16.3M |
| Principle Wealth Partners LLC | 1.20% | Reduce -5.6% | 310,948 | $15.8M |
| Mills Wealth Advisors LLC | 10.90% | Reduce -30.9% | 300,552 | $15.3M |
| Great Valley Advisor Group, Inc. | 0.41% | Add +9.1% | 291,007 | $14.8M |
| Captrust Financial Advisors | 0.05% | Reduce -15.6% | 290,959 | $14.8M |
| Royal Bank of Canada | 0.00% | Add +61.5% | 287,897 | $14.6M |
| MBM Wealth Consultants, LLC | 4.46% | Add +15.0% | 258,186 | $13.1M |
| Trust Co | 1.66% | Add +0.3% | 252,601 | $12.8M |
| Mariner, LLC | 0.02% | Add +28.3% | 249,007 | $12.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.4% | 244,661 | $12.4M |
| Boothe Investment Group, Inc. | 5.68% | Reduce -18.1% | 242,051 | $12.3M |
| TD Capital Management LLC | 1.27% | Add +45.8% | 239,359 | $12.1M |
| CFO4Life Group, LLC | 2.28% | Add +3.0% | 238,474 | $12.1M |
| Auxano Advisors, LLC | 3.27% | Reduce -19.6% | 233,376 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.8% | 210,206 | $10.7M |
| NewEdge Advisors, LLC | 0.07% | Add +400.5% | 201,965 | $10.2M |
| Salomon & Ludwin, LLC | 1.07% | Add +30.9% | 189,393 | $9.6M |
| Sunflower Bank, N.A. | 2.25% | Reduce -2.0% | 187,497 | $9.5M |
| Raymond James & Associates | 0.01% | Add +3.3% | 187,169 | $9.5M |
| Rosenberg Matthew Hamilton | 2.46% | Reduce -7.3% | 164,858 | $8.3M |
| Appleton Partners Inc. | 0.63% | Reduce -11.1% | 161,743 | $8.2M |
| Regions Financial Corp. | 0.06% | Reduce -16.7% | 160,752 | $8.2M |
| Great Point Wealth Advisors, LLC | 1.85% | Add +1.5% | 159,878 | $8.1M |
| Avantax Advisory Services, Inc. | 0.06% | Add +95.2% | 158,458 | $8.0M |
| Oak Harvest Investment Services | 1.26% | Add +1.4% | 157,434 | $8.0M |
| Quotient Wealth Partners, LLC | 0.28% | New | 155,107 | $7.9M |
| BCGM Wealth Management, LLC | 2.67% | Reduce -2.7% | 151,869 | $7.7M |
| Opal Wealth Advisors, LLC | 2.45% | Add +3.9% | 150,347 | $7.6M |
| Franklin Resources Inc. | 0.00% | No change | 149,787 | $7.6M |
| WCG Wealth Advisors LLC | 0.55% | Reduce -8.2% | 145,411 | $7.4M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -5.0% | 140,829 | $7.1M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -5.0% | 140,829 | $7.1M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -5.7% | 135,848 | $6.9M |
| Levy Wealth Management Group, LLC | 1.72% | Reduce -6.1% | 132,112 | $6.7M |
| PDS Planning, Inc | 0.68% | Reduce -7.9% | 131,873 | $6.7M |
| Websterrogers Financial Advisors, LLC | 2.33% | Add +3.0% | 128,864 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -10.0% | 123,628 | $6.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.1% | 122,333 | $6.2M |
| Cetera Investment Advisers | 0.01% | Reduce -0.5% | 118,140 | $6.0M |
| D L Carlson Investment Group Inc. | 1.10% | Reduce -0.3% | 112,334 | $5.7M |
| HB Wealth Management, LLC | 0.07% | Reduce -14.3% | 112,275 | $5.7M |
| Castlekeep Investment Advisors LLC | 4.35% | Reduce -46.1% | 111,086 | $5.6M |
| IMZ Advisory Inc | 2.76% | Reduce -2.4% | 108,976 | $5.5M |
| Interchange Capital Partners, LLC | 2.00% | Add +1096.7% | 106,934 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +25.4% | 100,116 | $5.1M |
| Three Bridge Wealth Advisors, LLC | 1.99% | Reduce -8.7% | 99,117 | $5.0M |
| Insight Advisors, LLC/ PA | 0.91% | Add +171.2% | 98,556 | $5.0M |
| Davidson Investment Advisors | 0.26% | Add +10.6% | 98,553 | $5.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +62.2% | 97,340 | $4.9M |
| Perigon Wealth Management, LLC | 0.14% | Add +3.1% | 94,637 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -24.1% | 94,283 | $4.8M |
| Kathmere Capital Management, LLC | 0.51% | Add +8.5% | 93,967 | $4.8M |
| Cooper Financial Group | 0.70% | Reduce -15.7% | 93,577 | $4.7M |
| Brandywine Oak Private Wealth LLC | 0.49% | Reduce -7.9% | 93,355 | $4.7M |
| Axxcess Wealth Management, LLC | 0.13% | Add +5.5% | 91,942 | $4.7M |
| Sunburst Financial Group, LLC | 1.26% | Reduce -38.6% | 91,782 | $4.7M |
| One Capital Management, LLC | 0.15% | Reduce -68.8% | 89,670 | $4.6M |
| Legacy CG, LLC | 1.55% | New | 89,461 | $4.5M |
| Highline Wealth Partners LLC | 1.70% | Add +5.4% | 88,642 | $4.5M |
| Wealth Alliance Advisory Group, LLC | 0.98% | Add +3.6% | 85,859 | $4.4M |
| Transform Wealth, LLC | 0.32% | Reduce -36.3% | 85,243 | $4.3M |
| EP Wealth Advisors, LLC | 0.05% | Add +3.4% | 85,100 | $4.3M |
| First Heartland Consultants, Inc. | 0.42% | Reduce -23.9% | 83,172 | $4.2M |
| Morningstar Investment Services LLC | 0.05% | Add +1.6% | 82,511 | $4.2M |
| Focus Financial Network, Inc. | 0.18% | Add +25.3% | 82,387 | $4.2M |
| Truist Financial Corp. | 0.01% | Reduce -9.6% | 82,264 | $4.2M |
| Jupiter Wealth Management LLC | 2.16% | No change | 80,000 | $4.1M |
| Capital Management Corp. | 0.81% | Reduce -11.7% | 79,391 | $4.0M |
| Elmwood Wealth Management, Inc. | 1.78% | Reduce -32.5% | 78,727 | $4.0M |
| Morgan Stanley | 0.00% | Add +313.8% | 77,797 | $3.9M |
| Graves Light Lenhart Wealth, Inc. | 0.45% | Add +9.1% | 77,637 | $3.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.7% | 77,048 | $3.9M |
| FSM Wealth Advisors, LLC | 1.30% | Add +6.2% | 76,511 | $3.9M |
| SVB Wealth LLC | 0.10% | Reduce -26.9% | 76,247 | $3.9M |
| Goelzer Investment Management, Inc. | 0.22% | New | 75,859 | $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.