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 |
| Signet Financial Management, LLC | 0.52% | Reduce -1.0% | 75,802 | $3.8M |
| Beacon Investment Advisory Services, Inc. | 0.16% | Reduce -26.2% | 74,261 | $3.8M |
| Modern Wealth Management, LLC | 0.27% | Reduce -2.8% | 73,090 | $3.7M |
| Perennial Advisors, LLC | 0.81% | Add +3.3% | 71,463 | $3.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +1535.1% | 70,931 | $3.6M |
| Callan Capital, LLC | 0.29% | Reduce -10.5% | 69,721 | $3.5M |
| Chesley Taft & Associates LLC | 0.17% | Add +71.5% | 68,335 | $3.5M |
| Paradigm, Strategies in Wealth Management, LLC | 2.07% | Reduce -1.3% | 66,321 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -14.9% | 65,326 | $3.3M |
| Wealthspire Advisors, LLC | 0.04% | New | 63,637 | $3.2M |
| Albion Financial Group | 0.24% | Add +6.1% | 63,264 | $3.2M |
| Avidian Wealth Enterprises, LLC | 0.15% | New | 62,953 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +4.4% | 62,747 | $3.2M |
| Vawter Financial, Ltd. | 2.14% | Reduce -4.5% | 61,581 | $3.1M |
| Narus Financial Partners, LLC | 1.24% | Add +5.9% | 60,684 | $3.1M |
| SkyOak Wealth, LLC | 0.69% | Reduce -6.0% | 58,528 | $3.0M |
| Synovus Financial Corp. | 0.04% | Reduce -4.5% | 58,489 | $3.0M |
| Encompass Wealth Advisors, LLC | 0.78% | Add +0.0% | 57,209 | $2.9M |
| Fairview Capital Investment Management, LLC | 0.16% | Add +1.3% | 56,425 | $2.9M |
| Bokf, NA | 0.05% | Add +432.8% | 56,298 | $2.9M |
| Skyline Advisors, Inc. | 1.24% | Add +55.7% | 56,031 | $2.8M |
| Legacy Private Trust Co. | 0.20% | Reduce -3.4% | 55,094 | $2.8M |
| James J. Burns & Company, LLC | 0.55% | Add +1035.3% | 54,860 | $2.8M |
| Core Wealth Advisors, Inc. | 0.94% | Add +2.7% | 53,804 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Reduce -3.2% | 52,959 | $2.7M |
| Mfa Wealth Advisors, LLC | 0.58% | Reduce -48.8% | 52,224 | $2.7M |
| Vertex Planning Partners, LLC | 0.68% | Reduce -12.8% | 51,519 | $2.6M |
| Requisite Capital Management, LLC | 0.58% | Reduce -8.7% | 50,667 | $2.6M |
| Integrated Advisors Network LLC | 0.13% | Reduce -3.1% | 50,010 | $2.5M |
| Mutual Advisors, LLC | 0.08% | Reduce -4.4% | 49,840 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 49,117 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +35.0% | 48,272 | $2.4M |
| Sandbox Financial Partners, LLC | 0.94% | Add +1.8% | 48,100 | $2.4M |
| YHB Investment Advisors, Inc. | 0.21% | Add +13.4% | 47,836 | $2.4M |
| LPWM LLC | 0.83% | Reduce -1.4% | 47,710 | $2.4M |
| Slow Capital, Inc. | 0.39% | Reduce -72.8% | 47,182 | $2.4M |
| Creative Planning | 0.00% | No change | 47,133 | $2.4M |
| Private Trust Co. NA | 0.25% | Add +27.6% | 46,243 | $2.3M |
| Galvin, Gaustad & Stein, LLC | 0.22% | Reduce -8.9% | 45,676 | $2.3M |
| Bfsg, LLC | 0.29% | Reduce -1.6% | 45,660 | $2.3M |
| IFP Advisors, Inc | 0.09% | Add +8.5% | 45,244 | $2.3M |
| 49 Wealth Management, LLC | 0.45% | Reduce -48.7% | 44,860 | $2.3M |
| Kathleen S. Wright Associates Inc. | 1.04% | Add +21.0% | 44,444 | $2.3M |
| Virtue Capital Management, LLC | 0.38% | No change | 44,089 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | New | 41,980 | $2.1M |
| ZWJ Investment Counsel Inc. | 0.09% | Reduce -47.3% | 41,928 | $2.1M |
| First Foundation Advisors | 0.08% | Reduce -9.3% | 41,858 | $2.1M |
| Boulder Wealth Advisors, LLC | 1.22% | Add +51.9% | 41,254 | $2.1M |
| AdvisorNet Financial, Inc | 0.19% | Add +46.5% | 40,186 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 40,099 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Add +29.7% | 40,023 | $2.0M |
| Bristlecone Advisors, LLC | 0.17% | Reduce -4.2% | 39,893 | $2.0M |
| Clarity Asset Management, Inc. | 1.40% | Add +2.4% | 38,862 | $2.0M |
| Robinson Smith Wealth Advisors LLC | 1.73% | Add +5.3% | 38,735 | $2.0M |
| Collective Family Office LLC | 0.58% | Reduce -46.4% | 38,660 | $2.0M |
| Klingman & Associates, LLC | 0.13% | Reduce -23.0% | 38,117 | $1.9M |
| Laurel Wealth Planning LLC | 1.35% | Add +36.0% | 38,084 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.34% | Add +15.1% | 37,740 | $1.9M |
| KM Capital Management Ltd. | 0.98% | Reduce -9.8% | 37,499 | $1.9M |
| Venturi Wealth Management, LLC | 0.11% | Add +0.3% | 36,523 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +331.0% | 35,933 | $1.8M |
| Compass Financial Group, Inc. | 0.88% | Reduce -0.1% | 34,896 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -22.2% | 34,667 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.2% | 34,555 | $1.8M |
| Essex Financial Services, Inc. | 0.13% | Add +73.3% | 34,504 | $1.8M |
| Clear Point Advisors Inc. | 1.44% | Reduce -8.5% | 34,455 | $1.7M |
| StrongBox Wealth, LLC | 0.82% | Add +10.6% | 34,290 | $1.7M |
| ERn Financial, LLC | 0.29% | Add +15.5% | 34,109 | $1.7M |
| Kooman & Associates | 0.69% | Add +6.0% | 33,644 | $1.7M |
| 1900 Wealth Management LLC | 0.16% | Reduce -24.4% | 33,215 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +0.9% | 32,806 | $1.7M |
| Pine Harbor Wealth Management, LLC | 0.96% | No change | 32,129 | $1.6M |
| Kwmg, LLC | 0.17% | Add +1.4% | 31,838 | $1.6M |
| Diversified Portfolios, Inc. | 0.21% | New | 31,187 | $1.6M |
| Daymark Wealth Partners, LLC | 0.07% | Add +29.4% | 30,976 | $1.6M |
| NavPoint Financial, Inc. | 1.32% | Reduce -41.5% | 29,929 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | New | 29,575 | $1.5M |
| Tradition Wealth Management, LLC | 0.14% | Reduce -6.6% | 28,250 | $1.4M |
| New Capital Management LP | 0.43% | Reduce -3.4% | 27,639 | $1.4M |
| John W. Brooker & Co., CPAs | 0.70% | Reduce -8.4% | 27,598 | $1.4M |
| Paladin Advisory Group, LLC | 1.07% | Reduce -18.4% | 27,244 | $1.4M |
| Ancora Advisors LLC | 0.03% | No change | 26,586 | $1.3M |
| Able Wealth Management LLC | 1.10% | Reduce -15.4% | 26,290 | $1.3M |
| Perennial Investment Advisors, LLC | 0.19% | Add +14.2% | 26,064 | $1.3M |
| NewSquare Capital LLC | 0.11% | Reduce -16.2% | 25,375 | $1.3M |
| Ashton Thomas Securities, LLC | 0.31% | — | 25,153 | $1.3M |
| Sentinel Trust Co. Lba | 0.15% | Add +66.5% | 24,750 | $1.3M |
| BayBridge Capital Group, LLC | 0.98% | Add +0.5% | 24,602 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -4.0% | 24,285 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Add +0.0% | 23,244 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +140.4% | 22,741 | $1.2M |
| Stewardship Advisors, LLC | 0.37% | Add +29.2% | 21,820 | $1.1M |
| Cynosure Group, LLC | 0.18% | No change | 21,780 | $1.1M |
| Aspen Wealth Management LLC | 0.38% | Add +107.1% | 21,428 | $1.1M |
| FinTrust Capital Advisors, LLC | 0.20% | Reduce -2.2% | 21,183 | $1.1M |
| Thompson Davis & Co., Inc. | 0.93% | Add +74.0% | 21,016 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.46% | Add +49.0% | 20,718 | $1.1M |
| Red Mountain Financial, LLC | 1.26% | — | 20,546 | $1.0M |
| Intergy Private Wealth, LLC | 0.43% | Reduce -5.5% | 20,414 | $1.0M |
| Savvy Advisors, Inc. | 0.33% | New | 20,121 | $1.0M |
| Tranquility Partners, LLC | 0.39% | No change | 20,049 | $1.0M |
| Kintra Wealth, LLC | 0.72% | Reduce -27.3% | 20,037 | $1.0M |
| Boyce & Associates Wealth Consulting, Inc. | 1.16% | Add +123.3% | 19,532 | $991K |
| Security Financial Services, INC. | 0.21% | Reduce -10.2% | 19,447 | $987K |
| Financial Management Professionals, Inc. | 0.13% | No change | 19,307 | $980K |
| CENTRAL TRUST Co | 0.02% | Add +23.8% | 18,975 | $963K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.8% | 18,941 | $961K |
| Shira Ridge Wealth Management | 0.53% | Reduce -8.9% | 18,639 | $946K |
| First Citizens Financial Corp | 0.56% | No change | 18,555 | $942K |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Reduce -9.3% | 18,535 | $941K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -29.9% | 18,529 | $940K |
| Priebe Wealth Holdings LLC | 0.74% | Reduce -14.2% | 18,287 | $928K |
| Walkner Condon Financial Advisors LLC | 0.20% | Add +12.1% | 18,269 | $927K |
| Fulton Bank, N.A. | 0.04% | New | 17,641 | $895K |
| Harbour Investment Management LLC | 0.41% | No change | 17,370 | $881K |
| United Advisor Group, LLC | 0.27% | Add +307.4% | 17,267 | $876K |
| Alpha Omega Wealth Management LLC | 0.17% | Add +0.1% | 17,235 | $875K |
| Allen Capital Group, LLC | 0.12% | Add +7.6% | 17,152 | $870K |
| JNBA Financial Advisors | 0.09% | Add +0.2% | 17,070 | $866K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +41.3% | 16,786 | $852K |
| Jones Financial Companies LLLP | 0.00% | Add +1147.9% | 16,672 | $846K |
| FAS Wealth Partners, Inc. | 0.07% | Reduce -4.1% | 16,421 | $833K |
| Eagle Bluffs Wealth Management LLC | 0.47% | Add +2.9% | 16,070 | $815K |
| Woodmont Investment Counsel LLC | 0.07% | Add +89.8% | 15,998 | $812K |
| Apella Capital, LLC | 0.04% | Add +0.9% | 15,778 | $800K |
| Wealthstar Advisors, LLC | 0.64% | New | 15,627 | $793K |
| Equitable Holdings, Inc. | 0.01% | Add +22.4% | 15,507 | $787K |
| Tortoise Investment Management, LLC | 0.09% | Add +21.1% | 15,500 | $787K |
| WealthCare Investment Partners, LLC | 0.36% | Add +29.9% | 15,169 | $770K |
| Titleist Asset Management, LLC | 0.12% | Reduce -32.7% | 15,062 | $764K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.2% | 15,008 | $762K |
| Forza Wealth Management, LLC | 0.39% | No change | 14,900 | $756K |
| McDonald Partners LLC | 0.20% | No change | 14,600 | $741K |
| GPS Wealth Strategies Group, LLC | 0.11% | Reduce -1.4% | 14,542 | $738K |
| Commonwealth Financial Services, LLC | 0.15% | Reduce -21.8% | 14,368 | $728K |
| Johnson Bixby & Associates, LLC | 0.12% | Reduce -5.3% | 14,264 | $724K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | No change | 13,999 | $710K |
| Vista Investment Management | 0.28% | No change | 13,600 | $690K |
| USAdvisors Wealth Management, LLC | 0.24% | Add +3.3% | 13,427 | $681K |
| Eagle Harbor Asset Management Inc. | 0.72% | Add +0.0% | 13,291 | $674K |
| Gradient Capital Advisors, LLC | 0.24% | No change | 13,256 | $673K |
| Lineweaver Wealth Advisors, LLC | 0.14% | Add +15.5% | 13,030 | $661K |
| GAMMA Investing LLC | 0.09% | Add +1215.7% | 12,881 | $654K |
| Soltis Investment Advisors LLC | 0.07% | Reduce -61.7% | 12,704 | $645K |
| Journey Strategic Wealth LLC | 0.03% | Add +10.0% | 12,640 | $641K |
| Summit Wealth Partners, LLC | 0.13% | Add +3.2% | 12,479 | $633K |
| Avaii Wealth Management, LLC | 0.34% | Reduce -9.5% | 12,252 | $622K |
| Sage Financial Group Inc. | 0.05% | Add +35.5% | 12,227 | $620K |
| Hill Island Financial LLC | 0.20% | Add +0.9% | 12,219 | $620K |
| Dakota Wealth Management | 0.01% | No change | 12,100 | $614K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +5.1% | 12,012 | $610K |
| Collaborative Wealth Managment Inc. | 0.30% | Add +8.9% | 11,994 | $609K |
| Main Street Financial Solutions, LLC | 0.06% | Add +53.1% | 11,825 | $600K |
| Webster Bank, N. A. | 0.07% | No change | 11,816 | $600K |
| Mason & Associates Inc | 0.16% | Reduce -27.2% | 11,802 | $599K |
| Presidio Capital Management, LLC | 0.42% | Add +7.7% | 11,767 | $597K |
| Adell Harriman & Carpenter Inc. | 0.05% | No change | 11,750 | $596K |
| Masso Torrence Wealth Management Inc. | 0.33% | Reduce -17.2% | 11,681 | $593K |
| Abbrea Capital, LLC | 0.08% | Reduce -35.8% | 11,660 | $592K |
| HUB Investment Partners, LLC | 0.03% | Add +0.5% | 11,558 | $586K |
| Oppenheimer & Co. Inc. | 0.01% | New | 11,206 | $569K |
| Sigma Planning Corp | 0.02% | Add +71.3% | 11,152 | $566K |
| Hartford Financial Management Inc. | 0.12% | Reduce -32.7% | 11,058 | $561K |
| Harbour Investments, Inc. | 0.02% | Add +2.2% | 10,955 | $556K |
| Adamsbrown Wealth Consultants LLC | 0.21% | New | 10,751 | $546K |
| Souders Financial Advisors | 0.08% | Add +18.7% | 10,737 | $545K |
| GG Group Ventures, LLC | 0.75% | — | 10,646 | $541K |
| Prosperity Consulting Group, LLC | 0.07% | Add +5.4% | 10,645 | $540K |
| Baker Ellis Asset Management LLC | 0.08% | New | 10,500 | $533K |
| Kuhn & Co Investment Counsel | 0.47% | Add +18.3% | 10,310 | $523K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.4% | 10,284 | $522K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -64.0% | 10,220 | $519K |
| Krilogy Financial LLC | 0.04% | New | 10,210 | $518K |
| BlackDiamond Wealth Management, LLC | 0.34% | Add +40.3% | 10,183 | $517K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $508K |
| Integral Investment Advisors, Inc. | 0.19% | Reduce -42.9% | 10,000 | $508K |
| Valmark Advisers, Inc. | 0.01% | New | 9,905 | $503K |
| Trustmark Bank Trust Department | 0.04% | Reduce -1.0% | 9,886 | $502K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -66.4% | 9,886 | $502K |
| Tarbox Family Office, Inc. | 0.09% | Add +0.5% | 9,858 | $500K |
| IHT Wealth Management, LLC | 0.02% | New | 9,848 | $500K |
| WealthBridge Capital Management, LLC | 0.16% | Add +0.7% | 9,801 | $497K |
| IAM Advisory, LLC | 0.13% | Add +12.3% | 9,776 | $496K |
| WNY Asset Management, LLC | 0.07% | No change | 9,765 | $496K |
| Boston Family Office LLC | 0.04% | No change | 9,689 | $492K |
| IAG Wealth Partners, LLC | 0.10% | Add +65.4% | 9,484 | $481K |
| Kingsview Wealth Management, LLC | 0.01% | New | 9,270 | $470K |
| Waverly Advisors, LLC | 0.01% | Reduce -8.4% | 9,176 | $466K |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.5% | 9,169 | $465K |
| Roberts Wealth Advisors, LLC | 0.16% | Reduce -30.1% | 9,150 | $464K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +10.2% | 9,084 | $461K |
| Blair William & Co. | 0.00% | Add +147.4% | 9,031 | $458K |
| IFG Advisory, LLC | 0.03% | New | 8,984 | $456K |
| RFG Advisory, LLC | 0.01% | Reduce -24.0% | 8,959 | $455K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Add +80.9% | 8,945 | $454K |
| Royal Harbor Partners, LLC | 0.19% | No change | 8,886 | $451K |
| C M Bidwell & Associates Ltd. | 0.30% | No change | 8,865 | $450K |
| Confluence Wealth Services, Inc. | 0.04% | Add +11.4% | 8,800 | $447K |
| Rossmore Private Capital | 0.06% | Reduce -6.4% | 8,672 | $440K |
| Tidal Investments LLC | 0.01% | New | 8,616 | $437K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +47.6% | 8,442 | $428K |
| Members Wealth LLC | 0.28% | — | 8,349 | $424K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -2.9% | 8,161 | $414K |
| Nwam LLC | 0.12% | Reduce -20.7% | 8,153 | $414K |
| NorthRock Partners, LLC | 0.02% | Add +56.6% | 8,148 | $413K |
| Peterson Wealth Advisors, LLC | 0.09% | New | 8,080 | $410K |
| Archford Capital Strategies, LLC | 0.07% | Add +9.2% | 8,062 | $409K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.3% | 8,019 | $407K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 7,975 | $405K |
| LaSalle St. Investment Advisors, LLC | 0.20% | Add +59.6% | 7,952 | $404K |
| HTLF Bank | 0.05% | Add +3.2% | 7,909 | $401K |
| Nottingham Advisors, Inc. | 0.05% | Reduce -69.6% | 7,835 | $398K |
| Tyler-Stone Wealth Management | 0.16% | Reduce -29.7% | 7,802 | $396K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -15.1% | 7,738 | $393K |
| Middleton & Co. Inc. | 0.05% | No change | 7,700 | $391K |
| Raymond James Trust N.A. | 0.01% | No change | 7,651 | $388K |
| TrueMark Investments, LLC | 0.13% | New | 7,613 | $386K |
| Townsquare Capital LLC | 0.01% | Add +58.1% | 7,588 | $385K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -50.3% | 7,272 | $369K |
| Smart Money Group LLC | 0.13% | Reduce -89.7% | 7,241 | $368K |
| Tennessee Valley Asset Management Partners | 0.07% | New | 7,255 | $368K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.7% | 7,119 | $361K |
| Philip James Wealth Mangement, LLC | 0.24% | New | 7,104 | $360K |
| PFG Advisors | 0.02% | Add +0.5% | 7,026 | $357K |
| Ruggaard & Associates LLC | 0.16% | No change | 7,000 | $355K |
| Blue Chip Partners, LLC | 0.03% | Add +0.9% | 6,962 | $353K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 6,950 | $353K |
| Dogwood Wealth Management LLC | 0.22% | Reduce -1.7% | 6,922 | $351K |
| Apollon Wealth Management, LLC | 0.01% | Add +11.3% | 6,896 | $350K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.5% | 6,831 | $347K |
| Simplicity Wealth,LLC | 0.01% | Reduce -3.5% | 6,831 | $347K |
| Williams & Novak, LLC | 0.32% | Reduce -44.3% | 6,800 | $345K |
| Meadow Creek Wealth Advisors LLC | 0.32% | No change | 6,700 | $340K |
| NCM Capital Management, LLC | 0.18% | New | 6,680 | $339K |
| HBK Sorce Advisory LLC | 0.01% | No change | 6,650 | $337K |
| Yarger Wealth Strategies, LLC | 0.20% | Add +7.5% | 6,473 | $328K |
| Ergawealth Advisors, Inc. | 0.17% | Add +2.8% | 6,264 | $318K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -16.9% | 6,148 | $312K |
| Brighton Jones LLC | 0.01% | New | 6,074 | $308K |
| Bison Wealth, LLC | 0.05% | No change | 6,068 | $308K |
| OLIO Financial Planning | 0.13% | No change | 6,069 | $308K |
| Essex Bank | 0.08% | Reduce -50.1% | 6,043 | $307K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -33.2% | 6,040 | $307K |
| BHK Investment Advisors, LLC | 0.12% | No change | 6,000 | $304K |
| Shayne & Jacobs, LLC | 0.08% | No change | 6,000 | $304K |
| Catalina Capital Group, LLC | 0.11% | No change | 5,923 | $301K |
| CAP Partners, LLC | 0.24% | Add +21.3% | 5,859 | $297K |
| Creative Financial Designs Inc. | 0.03% | Add +3.1% | 5,725 | $291K |
| Zacks Investment Management | 0.00% | No change | 5,679 | $288K |
| Shore Point Advisors, LLC | 0.16% | Reduce -38.0% | 5,594 | $284K |
| Headinvest, LLC | 0.06% | Reduce -3.5% | 5,520 | $280K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 5,507 | $279K |
| Comerica Bank | 0.00% | No change | 5,500 | $279K |
| Principal Securities, Inc. | 0.01% | Reduce -44.1% | 5,490 | $279K |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.3% | 5,392 | $274K |
| IMS Capital Management | 0.13% | Reduce -0.3% | 5,334 | $271K |
| Western Wealth Management, LLC | 0.02% | New | 5,203 | $264K |
| Harbor Group, Inc. | 0.07% | Add +0.9% | 5,106 | $259K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 5,034 | $255K |
| STAR Financial Bank | 0.19% | No change | 4,897 | $248K |
| Forbes J M & Co. LLP | 0.03% | No change | 4,801 | $244K |
| Windsor Capital Management, LLC | 0.08% | Reduce -29.3% | 4,797 | $243K |
| Bright Futures Wealth Management, LLC. | 0.13% | No change | 4,781 | $243K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -16.4% | 4,771 | $242K |
| Kelly Financial Services LLC | 0.09% | No change | 4,758 | $241K |
| WMG Financial Advisors, LLC | 0.13% | No change | 4,740 | $241K |
| Meridian Financial Advisors, LLC | 0.17% | Add +0.6% | 4,674 | $237K |
| Naviter Wealth, LLC | 0.03% | No change | 4,550 | $231K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -16.3% | 4,471 | $227K |
| Guardian Asset Advisors, LLC | 0.17% | Add +5.2% | 4,452 | $226K |
| Financial Advocates Investment Management | 0.01% | New | 4,444 | $225K |
| Choreo, LLC | 0.00% | New | 4,454 | $225K |
| Hutchinson Capital Management | 0.05% | Reduce -45.5% | 4,441 | $225K |
| Marion Wealth Management | 0.07% | New | 4,409 | $224K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.2% | 4,370 | $222K |
| Semus Wealth Partners LLC | 0.17% | Add +0.9% | 4,370 | $222K |
| Strategic Blueprint, LLC | 0.01% | New | 4,279 | $217K |
| Meridian Wealth Management, LLC | 0.03% | New | 4,238 | $215K |
| McCarthy & Cox | 0.08% | New | 4,225 | $214K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | No change | 4,153 | $211K |
| Pathway Financial Advisors LLC | 0.06% | No change | 4,133 | $210K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -21.2% | 4,097 | $208K |
| Aletheian Wealth Advisors LLC | 0.11% | Reduce -0.3% | 4,006 | $203K |
| Geneos Wealth Management Inc. | 0.01% | New | 3,163 | $161K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -19.8% | 2,834 | $144K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 2,790 | $142K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1750.7% | 2,665 | $135K |
| West Paces Advisors Inc. | 0.03% | Reduce -28.1% | 2,525 | $128K |
| Private Capital Management LLC | 0.03% | Reduce -12.3% | 2,490 | $126K |
| Colonial Trust Advisors | 0.01% | Add +0.9% | 2,327 | $118K |
| Allworth Financial LP | 0.00% | Reduce -70.5% | 2,250 | $114K |
| Centaurus Financial, Inc. | 0.01% | New | 2,214 | $112K |
| WR Wealth Planners, LLC | 0.03% | No change | 2,041 | $104K |
| BNP Paribas Financial Markets | 0.00% | Reduce -86.6% | 1,940 | $98K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,750 | $89K |
| International Assets Investment Management, LLC | 0.01% | New | 1,616 | $82K |
| MidAtlantic Capital Management, Inc. | 0.07% | No change | 1,565 | $79K |
| CVA Family Office, LLC | 0.01% | No change | 1,480 | $75K |
| Key Financial Inc | 0.02% | Reduce -12.7% | 1,278 | $65K |
| Sandy Spring Bank | 0.00% | Reduce -41.7% | 1,225 | $62K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,000 | $51K |
| Bank of Montreal | 0.00% | No change | 980 | $50K |
| Larson Financial Group LLC | 0.00% | New | 978 | $50K |
| Cornerstone Planning Group LLC | 0.01% | New | 975 | $50K |
| Financial Perspectives, Inc | 0.01% | New | 791 | $40K |
| Chris Bulman Inc | 0.02% | — | 691 | $35K |
| Macroview Investment Management LLC | 0.03% | No change | 600 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -92.7% | 459 | $23K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 406 | $21K |
| US Bancorp \de | 0.00% | No change | 390 | $20K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 365 | $19K |
| Atwood & Palmer Inc. | 0.00% | New | 313 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 310 | $16K |
| ICA Group Wealth Management, LLC | 0.01% | New | 300 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 270 | $14K |
| Avior Wealth Management, LLC | 0.00% | No change | 256 | $13K |
| Spire Wealth Management | 0.00% | Reduce -98.9% | 200 | $10K |
| Tidemark, LLC | 0.00% | No change | 193 | $10K |
| Evergreen Private Wealth LLC | 0.00% | No change | 163 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 157 | $8K |
| Northwest Capital Management Inc | 0.00% | New | 138 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -52.1% | 135 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 78 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -12.3% | 64 | $3K |
| Mather Group, Llc. | 0.00% | New | 3 | $152 |
"% 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.