JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q3 2024 (September 30)433holders +8
43new positions
37sold out
3famous investors
$52.56avg. 13F price*
At the end of Q3 2024, 433 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 8 from Q2 2024. 43 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($151.8M), LPL Financial LLC ($98.1M) and Northwestern Mutual Wealth Management Co. ($97.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), 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 (Q3 2024)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $74.2M |
| Exits | 37 | $26.1M |
All 13F filers, Q2 2024 → Q3 2024: 6,892,787 shares bought and 4,244,831 shares sold, net +2,647,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 433 holders
| Bank of America Corp. | 0.01% | Reduce -1.0% | 2,980,256 | $151.8M |
| LPL Financial LLC | 0.04% | Add +9.6% | 1,925,693 | $98.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +9.9% | 1,916,421 | $97.6M |
| FMR LLC | 0.01% | Reduce -50.5% | 1,795,778 | $91.5M |
| Focus Partners Wealth | 0.27% | Reduce -1.0% | 323,936 | $85.0M |
| Resonant Capital Advisors, LLC | 4.31% | Add +28.8% | 1,150,249 | $58.6M |
| Salomon & Ludwin, LLC | 5.29% | Add +438.4% | 1,019,611 | $51.9M |
| Fiduciary Trust Co | 0.70% | Reduce -20.6% | 977,349 | $49.8M |
| Wells Fargo & Company | 0.01% | Reduce -10.5% | 940,141 | $47.9M |
| Renaissance Technologies | 0.07% | Add +58.7% | 935,300 | $47.6M |
| JPMorgan Chase & Co. | 0.00% | Add +8.9% | 864,940 | $44.1M |
| Bank of New York Mellon Corp | 0.01% | Add +9.0% | 622,012 | $31.7M |
| FSM Wealth Advisors, LLC | 8.03% | Add +676.0% | 593,698 | $30.2M |
| Weatherly Asset Management L. P. | 2.64% | Add +6.6% | 590,349 | $30.1M |
| Cerity Partners LLC | 0.07% | Add +6.7% | 587,673 | $29.9M |
| UBS Group AG | 0.01% | Reduce -8.7% | 578,503 | $29.5M |
| Corient Private Wealth LP | 0.04% | Add +4.8% | 533,997 | $27.2M |
| Global Strategic Investment Solutions, LLC | 3.06% | Reduce -4.3% | 513,277 | $26.1M |
| Bridgewater Advisors Inc. | 2.67% | Add +12.0% | 500,517 | $25.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +21.1% | 478,831 | $24.4M |
| Thrivent Financial for Lutherans | 0.04% | Add +20.3% | 451,352 | $23.0M |
| NorthRock Partners, LLC | 0.74% | Add +5348.0% | 443,905 | $22.6M |
| Annex Advisory Services, LLC | 0.69% | New | 426,198 | $21.7M |
| Integrated Wealth Concepts LLC | 0.26% | Add +29.6% | 416,025 | $21.2M |
| Osaic Holdings, Inc. | 0.05% | Add +6.2% | 401,069 | $20.4M |
| CWA Asset Management Group, LLC | 1.06% | — | 390,863 | $19.9M |
| Cwm, LLC | 0.09% | Reduce -44.2% | 389,381 | $19.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +84.0% | 386,800 | $19.7M |
| MJP Associates Inc. | 3.67% | Add +4.4% | 379,638 | $19.3M |
| Advisor OS, LLC | 1.93% | Add +5.1% | 379,638 | $19.3M |
| Great Valley Advisor Group, Inc. | 0.47% | Add +28.5% | 373,960 | $19.0M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.8% | 373,519 | $19.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.41% | Add +0.7% | 351,993 | $17.9M |
| Royal Bank of Canada | 0.00% | Add +18.9% | 342,420 | $17.4M |
| Captrust Financial Advisors | 0.05% | Add +3.0% | 299,542 | $15.3M |
| Principle Wealth Partners LLC | 1.08% | Reduce -3.7% | 299,307 | $15.2M |
| Mills Wealth Advisors LLC | 10.41% | Reduce -1.2% | 296,905 | $15.1M |
| Global Wealth Management, LLC | 10.14% | — | 294,332 | $15.0M |
| MBM Wealth Consultants, LLC | 4.27% | Add +3.0% | 266,043 | $13.6M |
| TD Capital Management LLC | 1.27% | Add +3.8% | 248,540 | $12.7M |
| Mariner, LLC | 0.02% | Reduce -3.2% | 241,027 | $12.3M |
| Boothe Investment Group, Inc. | 5.58% | Reduce -1.1% | 239,495 | $12.2M |
| Auxano Advisors, LLC | 3.08% | Add +0.2% | 233,754 | $11.9M |
| CFO4Life Group, LLC | 2.02% | Reduce -5.9% | 224,308 | $11.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.9% | 217,886 | $11.1M |
| NewEdge Advisors, LLC | 0.07% | Reduce -1.3% | 199,306 | $10.2M |
| Trust Co | 1.21% | Reduce -21.5% | 198,307 | $10.1M |
| Transform Wealth, LLC | 0.65% | Add +124.5% | 191,385 | $9.7M |
| Sunflower Bank, N.A. | 2.61% | Reduce -0.3% | 186,836 | $9.5M |
| Phoenix Wealth Advisors | 4.36% | New | 184,302 | $9.4M |
| Oak Harvest Investment Services | 1.32% | Add +14.3% | 179,924 | $9.2M |
| Cetera Investment Advisers | 0.02% | Add +52.0% | 179,548 | $9.1M |
| Stifel Financial Corp. | 0.01% | Add +41.4% | 174,776 | $8.9M |
| Raymond James & Associates | 0.01% | Reduce -9.3% | 169,817 | $8.7M |
| Regions Financial Corp. | 0.06% | Add +5.4% | 169,473 | $8.6M |
| Opal Wealth Advisors, LLC | 2.63% | Add +9.6% | 164,807 | $8.4M |
| Aptus Capital Advisors, LLC | 0.13% | Add +129.9% | 163,063 | $8.3M |
| Rosenberg Matthew Hamilton | 2.08% | Reduce -5.6% | 155,690 | $7.9M |
| Great Point Wealth Advisors, LLC | 1.68% | Reduce -3.5% | 154,347 | $7.9M |
| Franklin Resources Inc. | 0.00% | Add +2.7% | 153,837 | $7.8M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +8.0% | 152,109 | $7.7M |
| Orion Portfolio Solutions, LLC | 0.08% | Add +8.0% | 152,109 | $7.7M |
| Quotient Wealth Partners, LLC | 0.25% | Reduce -4.1% | 148,754 | $7.6M |
| Axxcess Wealth Management, LLC | 0.18% | Add +54.1% | 141,675 | $7.2M |
| Flputnam Investment Management Co. | 0.13% | New | 141,133 | $7.2M |
| WCG Wealth Advisors LLC | 0.47% | Reduce -6.1% | 136,602 | $7.0M |
| Morgan Stanley | 0.00% | Add +69.9% | 132,191 | $6.7M |
| D L Carlson Investment Group Inc. | 1.21% | Add +16.5% | 130,912 | $6.7M |
| Appleton Partners Inc. | 0.49% | Reduce -19.1% | 130,823 | $6.7M |
| Prosperity Consulting Group, LLC | 0.51% | Add +1106.9% | 128,470 | $6.5M |
| Boulder Wealth Advisors, LLC | 3.53% | Add +209.5% | 127,672 | $6.5M |
| Davidson Investment Advisors | 0.31% | Add +29.1% | 127,246 | $6.5M |
| Insight Advisors, LLC/ PA | 1.11% | Add +26.7% | 124,881 | $6.4M |
| Websterrogers Financial Advisors, LLC | 2.22% | Reduce -3.5% | 124,351 | $6.3M |
| IMZ Advisory Inc | 2.92% | Add +13.9% | 124,134 | $6.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -10.1% | 122,105 | $6.2M |
| HB Wealth Management, LLC | 0.06% | Add +4.3% | 117,089 | $6.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +19.4% | 116,209 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.3% | 115,786 | $5.9M |
| Bokf, NA | 0.10% | Add +103.8% | 114,721 | $5.8M |
| Interchange Capital Partners, LLC | 2.05% | Add +5.7% | 113,062 | $5.8M |
| Synovus Financial Corp. | 0.07% | Add +92.5% | 112,606 | $5.7M |
| Castlekeep Investment Advisors LLC | 3.83% | Reduce -0.8% | 110,186 | $5.6M |
| PDS Planning, Inc | 0.49% | Reduce -18.5% | 107,470 | $5.5M |
| Beacon Investment Advisory Services, Inc. | 0.22% | Add +39.9% | 103,898 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.8% | 100,928 | $5.1M |
| BCGM Wealth Management, LLC | 1.67% | Reduce -33.6% | 100,908 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +16.4% | 99,100 | $5.0M |
| Smith Anglin Financial, LLC | 0.48% | New | 98,773 | $5.0M |
| Elmwood Wealth Management, Inc. | 2.03% | Add +22.9% | 96,752 | $4.9M |
| Goelzer Investment Management, Inc. | 0.27% | Add +25.6% | 95,255 | $4.9M |
| Legacy CG, LLC | 1.58% | Add +6.2% | 95,035 | $4.8M |
| Brandywine Oak Private Wealth LLC | 0.47% | Add +1.7% | 94,971 | $4.8M |
| Chesley Taft & Associates LLC | 0.22% | Add +32.0% | 90,220 | $4.6M |
| Sunburst Financial Group, LLC | 1.10% | Reduce -7.0% | 85,351 | $4.3M |
| Wealth Alliance Advisory Group, LLC | 0.91% | Reduce -0.9% | 85,070 | $4.3M |
| Morningstar Investment Services LLC | 0.04% | Add +1.5% | 83,736 | $4.3M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -15.1% | 80,332 | $4.1M |
| Jupiter Wealth Management LLC | 2.09% | No change | 80,000 | $4.1M |
| Cooper Financial Group | 0.52% | Reduce -15.5% | 79,066 | $4.0M |
"% 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.