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 |
| Private Advisor Group, LLC | 0.02% | Add +1.9% | 78,482 | $4.0M |
| Stewardship Advisors, LLC | 1.12% | Add +257.0% | 77,902 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -5.5% | 77,710 | $4.0M |
| Kathmere Capital Management, LLC | 0.37% | Reduce -18.3% | 76,819 | $3.9M |
| Albion Financial Group | 0.27% | Add +20.4% | 76,154 | $3.9M |
| Highline Wealth Partners LLC | 1.27% | Reduce -15.9% | 74,507 | $3.8M |
| Signet Financial Management, LLC | 0.48% | Reduce -1.8% | 74,432 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -21.5% | 74,051 | $3.8M |
| Capital Management Corp. | 0.67% | Reduce -7.3% | 73,594 | $3.7M |
| Fairview Capital Investment Management, LLC | 0.19% | Add +24.8% | 70,425 | $3.6M |
| Modern Wealth Management, LLC | 0.22% | Reduce -4.0% | 70,200 | $3.6M |
| Three Bridge Wealth Advisors, LLC | 1.30% | Reduce -30.4% | 69,018 | $3.5M |
| Callan Capital, LLC | 0.24% | Reduce -2.3% | 68,119 | $3.5M |
| Evernest Financial Advisors, LLC | 0.93% | New | 67,774 | $3.5M |
| Diversified Portfolios, Inc. | 0.35% | Add +112.3% | 66,206 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +61.1% | 64,617 | $3.3M |
| Roof Eidam Maycock Peralta, LLC | 0.83% | Add +358.9% | 64,249 | $3.3M |
| YHB Investment Advisors, Inc. | 0.27% | Add +31.8% | 63,042 | $3.2M |
| Narus Financial Partners, LLC | 1.12% | Add +0.7% | 61,078 | $3.1M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -3.1% | 60,797 | $3.1M |
| Legacy Private Trust Co. | 0.21% | Add +9.7% | 60,411 | $3.1M |
| KM Capital Management Ltd. | 1.58% | Add +54.9% | 58,087 | $3.0M |
| Keybank National Association | 0.01% | New | 56,591 | $2.9M |
| Vawter Financial, Ltd. | 1.73% | Reduce -9.8% | 55,540 | $2.8M |
| Skyline Advisors, Inc. | 1.16% | Reduce -1.4% | 55,239 | $2.8M |
| SkyOak Wealth, LLC | 0.61% | Reduce -7.1% | 54,379 | $2.8M |
| Encompass Wealth Advisors, LLC | 0.70% | Reduce -5.3% | 54,177 | $2.8M |
| Focus Financial Network, Inc. | 0.11% | Reduce -35.0% | 53,510 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +10.1% | 53,138 | $2.7M |
| Graves Light Lenhart Wealth, Inc. | 0.33% | Reduce -32.3% | 52,590 | $2.7M |
| Mfa Wealth Advisors, LLC | 0.58% | Reduce -0.1% | 52,148 | $2.7M |
| Mutual Advisors, LLC | 0.08% | Add +4.1% | 51,901 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -21.1% | 51,569 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +22.3% | 51,331 | $2.6M |
| Global Retirement Partners, LLC | 0.08% | Reduce -3.4% | 51,158 | $2.6M |
| Integrated Advisors Network LLC | 0.12% | Add +0.2% | 50,096 | $2.6M |
| Sandbox Financial Partners, LLC | 0.90% | Add +3.7% | 49,883 | $2.5M |
| Vertex Planning Partners, LLC | 0.61% | Reduce -3.3% | 49,841 | $2.5M |
| SOL Capital Management CO | 0.28% | New | 49,600 | $2.5M |
| Capital Asset Advisory Services LLC | 0.13% | New | 49,353 | $2.5M |
| StrongBox Wealth, LLC | 1.06% | Add +41.7% | 48,600 | $2.5M |
| Venturi Wealth Management, LLC | 0.13% | Add +31.9% | 48,162 | $2.5M |
| LPWM LLC | 0.79% | Reduce -0.0% | 47,704 | $2.4M |
| Aspen Wealth Management LLC | 0.73% | Add +120.9% | 47,341 | $2.4M |
| Bfsg, LLC | 0.28% | Add +2.5% | 46,800 | $2.4M |
| Clarity Asset Management, Inc. | 1.65% | Add +20.0% | 46,638 | $2.4M |
| Adamsbrown Wealth Consultants LLC | 0.82% | Add +331.7% | 46,412 | $2.4M |
| One Capital Management, LLC | 0.08% | Reduce -48.4% | 46,283 | $2.4M |
| Creative Planning | 0.00% | Reduce -3.4% | 45,518 | $2.3M |
| Robinson Smith Wealth Advisors LLC | 1.97% | Add +17.4% | 45,469 | $2.3M |
| Ancora Advisors LLC | 0.05% | Add +70.1% | 45,232 | $2.3M |
| Kathleen S. Wright Associates Inc. | 0.93% | Add +0.0% | 44,447 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -30.8% | 43,584 | $2.2M |
| IFP Advisors, Inc | 0.08% | Reduce -4.6% | 43,174 | $2.2M |
| ERn Financial, LLC | 0.33% | Add +24.6% | 42,514 | $2.2M |
| Private Trust Co. NA | 0.22% | Reduce -8.4% | 42,337 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.19% | Reduce -7.8% | 42,107 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Add +18.6% | 41,120 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -75.0% | 39,658 | $2.0M |
| Mason & Associates Inc | 0.50% | Add +232.8% | 39,273 | $2.0M |
| First Foundation Advisors | 0.07% | Reduce -6.8% | 38,992 | $2.0M |
| Bristlecone Advisors, LLC | 0.16% | Reduce -2.4% | 38,928 | $2.0M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -7.6% | 38,751 | $2.0M |
| FinTrust Capital Advisors, LLC | 0.33% | Add +81.9% | 38,536 | $2.0M |
| Laurel Wealth Planning LLC | 1.26% | Reduce -0.9% | 37,723 | $1.9M |
| Core Wealth Advisors, Inc. | 0.62% | Reduce -30.0% | 37,671 | $1.9M |
| Paradigm, Strategies in Wealth Management, LLC | 1.23% | Reduce -44.3% | 36,977 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.4% | 36,417 | $1.9M |
| Clark Capital Management Group, Inc. | 0.01% | New | 36,406 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.30% | Reduce -6.0% | 35,494 | $1.8M |
| Allen Capital Group, LLC | 0.23% | Add +103.5% | 34,898 | $1.8M |
| Compass Financial Group, Inc. | 0.82% | No change | 34,896 | $1.8M |
| Klingman & Associates, LLC | 0.11% | Reduce -8.9% | 34,723 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +4.6% | 34,326 | $1.7M |
| Kwmg, LLC | 0.17% | Add +3.6% | 32,997 | $1.7M |
| 1900 Wealth Management LLC | 0.14% | Reduce -2.1% | 32,521 | $1.7M |
| Harbour Investment Management LLC | 0.73% | Add +86.9% | 32,470 | $1.7M |
| Paladin Advisory Group, LLC | 1.21% | Add +18.6% | 32,314 | $1.6M |
| Pine Harbor Wealth Management, LLC | 0.81% | No change | 32,129 | $1.6M |
| Clear Point Advisors Inc. | 1.25% | Reduce -8.0% | 31,700 | $1.6M |
| Whitegate Investment Counselors, Inc. | 0.43% | New | 31,605 | $1.6M |
| Kooman & Associates | 0.59% | Reduce -6.4% | 31,483 | $1.6M |
| CCG Wealth Management, LLC | 0.87% | New | 30,657 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -51.9% | 30,634 | $1.6M |
| Prudential Financial Inc. | 0.00% | New | 30,169 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +77.9% | 29,655 | $1.5M |
| New Capital Management LP | 0.40% | Add +0.4% | 27,753 | $1.4M |
| Philip James Wealth Mangement, LLC | 0.18% | Add +282.3% | 27,160 | $1.4M |
| John W. Brooker & Co., CPAs | 0.63% | Reduce -2.0% | 27,036 | $1.4M |
| 49 Wealth Management, LLC | 0.22% | Reduce -40.2% | 26,822 | $1.4M |
| Perennial Investment Advisors, LLC | 0.18% | Add +2.3% | 26,663 | $1.4M |
| Collective Family Office LLC | 0.35% | Reduce -33.7% | 25,629 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | New | 25,137 | $1.3M |
| BayBridge Capital Group, LLC | 0.91% | Add +0.7% | 24,782 | $1.3M |
| Sentinel Trust Co. Lba | 0.14% | No change | 24,750 | $1.3M |
| Tradition Wealth Management, LLC | 0.11% | Reduce -12.4% | 24,750 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +59.0% | 24,652 | $1.3M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -39.6% | 24,286 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Add +27.7% | 24,228 | $1.2M |
| Ashton Thomas Securities, LLC | 0.24% | Reduce -4.1% | 24,115 | $1.2M |
| Thompson Davis & Co., Inc. | 0.89% | Add +12.9% | 23,738 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Add +1.6% | 23,605 | $1.2M |
| NewSquare Capital LLC | 0.10% | Reduce -7.7% | 23,424 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.16% | Reduce -4.1% | 23,285 | $1.2M |
| Able Wealth Management LLC | 0.88% | Reduce -13.5% | 22,743 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -23.6% | 22,581 | $1.2M |
| Priebe Wealth Holdings LLC | 0.82% | Add +20.5% | 22,043 | $1.1M |
| Cynosure Group, LLC | 0.16% | No change | 21,780 | $1.1M |
| Princeton Global Asset Management LLC | 0.22% | Add +1141.2% | 21,721 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.47% | Add +1.1% | 20,946 | $1.1M |
| Red Mountain Financial, LLC | 1.13% | Add +1.4% | 20,831 | $1.1M |
| NavPoint Financial, Inc. | 0.85% | Reduce -30.4% | 20,819 | $1.1M |
| Intergy Private Wealth, LLC | 0.40% | Add +0.4% | 20,492 | $1.0M |
| Fulton Bank, N.A. | 0.04% | Add +15.6% | 20,400 | $1.0M |
| Tortoise Investment Management, LLC | 0.11% | Add +30.5% | 20,230 | $1.0M |
| Woodmont Investment Counsel LLC | 0.08% | Add +25.4% | 20,054 | $1.0M |
| Tranquility Partners, LLC | 0.37% | No change | 20,049 | $1.0M |
| Silver Oak Securities, Incorporated | 0.11% | Add +95.2% | 19,953 | $1.0M |
| United Advisor Group, LLC | 0.23% | Add +14.9% | 19,846 | $1.0M |
| Security Financial Services, INC. | 0.20% | Add +0.8% | 19,599 | $998K |
| James J. Burns & Company, LLC | 0.18% | Reduce -64.4% | 19,518 | $995K |
| Boyce & Associates Wealth Consulting, Inc. | 1.03% | Reduce -0.5% | 19,432 | $990K |
| &partners | 0.02% | New | 19,312 | $984K |
| SFG Wealth Management, LLC. | 0.52% | New | 19,109 | $973K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -38.7% | 18,975 | $967K |
| IAG Wealth Partners, LLC | 0.18% | Add +98.3% | 18,802 | $958K |
| Hartford Financial Management Inc. | 0.19% | Add +68.4% | 18,620 | $949K |
| Richard P Slaughter Associates Inc | 0.22% | Add +351.8% | 18,508 | $943K |
| Slow Capital, Inc. | 0.14% | Reduce -61.0% | 18,425 | $939K |
| Shum Financial Group, Inc. | 0.78% | — | 18,519 | $938K |
| FAS Wealth Partners, Inc. | 0.07% | Add +12.0% | 18,398 | $937K |
| Kintra Wealth, LLC | 0.61% | Reduce -12.2% | 17,601 | $897K |
| Park Avenue Securities LLC | 0.01% | New | 17,493 | $891K |
| IHT Wealth Management, LLC | 0.03% | Add +76.6% | 17,392 | $885K |
| Principal Securities, Inc. | 0.02% | Add +216.4% | 17,368 | $885K |
| Shira Ridge Wealth Management | 0.45% | Reduce -7.6% | 17,219 | $877K |
| JNBA Financial Advisors | 0.09% | Add +0.0% | 17,071 | $870K |
| Savvy Advisors, Inc. | 0.18% | Reduce -15.5% | 17,000 | $866K |
| WealthBridge Capital Management, LLC | 0.25% | Add +71.6% | 16,816 | $857K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,786 | $855K |
| First Citizens Financial Corp | 0.45% | Reduce -10.6% | 16,587 | $845K |
| Citadel Advisors | 0.00% | New | 16,350 | $833K |
| Kingsview Wealth Management, LLC | 0.02% | Add +74.8% | 16,207 | $826K |
| Eagle Bluffs Wealth Management LLC | 0.44% | Add +0.1% | 16,091 | $820K |
| Commonwealth Financial Services, LLC | 0.16% | Add +11.1% | 15,956 | $811K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.6% | 15,852 | $807K |
| Apella Capital, LLC | 0.03% | Add +0.6% | 15,866 | $806K |
| Baker Ellis Asset Management LLC | 0.11% | Add +50.5% | 15,800 | $805K |
| Farther Finance Advisors, LLC | 0.03% | Add +3340.1% | 15,790 | $804K |
| Main Street Financial Solutions, LLC | 0.07% | Add +33.1% | 15,735 | $802K |
| WealthCare Investment Partners, LLC | 0.34% | Add +2.1% | 15,486 | $787K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -15.7% | 15,404 | $785K |
| Vista Investment Management | 0.29% | Add +11.1% | 15,108 | $770K |
| Forza Wealth Management, LLC | 0.35% | No change | 14,900 | $759K |
| GPS Wealth Strategies Group, LLC | 0.10% | Add +2.1% | 14,844 | $756K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.6% | 14,719 | $750K |
| Masso Torrence Wealth Management Inc. | 0.40% | Add +25.4% | 14,646 | $746K |
| McDonald Partners LLC | 0.19% | No change | 14,600 | $744K |
| Nottingham Advisors, Inc. | 0.08% | Add +82.1% | 14,270 | $727K |
| Johnson Bixby & Associates, LLC | 0.11% | No change | 14,264 | $727K |
| USAdvisors Wealth Management, LLC | 0.25% | Add +6.0% | 14,228 | $724K |
| Alpha Omega Wealth Management LLC | 0.13% | Reduce -18.3% | 14,083 | $717K |
| GAMMA Investing LLC | 0.07% | Add +9.0% | 14,036 | $715K |
| Centurion Wealth Management LLC | 0.23% | — | 13,940 | $710K |
| Argent Trust Co | 0.03% | New | 13,741 | $700K |
| Lineweaver Wealth Advisors, LLC | 0.13% | Add +5.3% | 13,717 | $699K |
| Nwam LLC | 0.04% | Add +66.0% | 13,533 | $689K |
| CreativeOne Wealth, LLC | 0.02% | Add +117.2% | 13,352 | $680K |
| Eagle Harbor Asset Management Inc. | 0.67% | Add +0.0% | 13,294 | $677K |
| Pennsylvania Capital Management Inc. | 0.24% | New | 12,988 | $662K |
| Peterson Wealth Advisors, LLC | 0.12% | Add +60.3% | 12,949 | $660K |
| Presidio Capital Management, LLC | 0.42% | Add +9.8% | 12,926 | $658K |
| Collaborative Wealth Managment Inc. | 0.30% | Add +7.6% | 12,901 | $657K |
| Soltis Investment Advisors LLC | 0.06% | Add +0.7% | 12,791 | $652K |
| Summit Wealth Partners, LLC | 0.12% | No change | 12,479 | $636K |
| Hill Island Financial LLC | 0.19% | Add +0.8% | 12,321 | $628K |
| Avaii Wealth Management, LLC | 0.32% | No change | 12,252 | $624K |
| Sage Financial Group Inc. | 0.05% | Add +0.1% | 12,242 | $624K |
| Intelligence Driven Advisers, LLC | 0.09% | New | 12,208 | $622K |
| Sigma Planning Corp | 0.02% | Add +9.4% | 12,200 | $621K |
| Dakota Wealth Management | 0.01% | No change | 12,100 | $616K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -4.7% | 12,049 | $614K |
| Essex Financial Services, Inc. | 0.04% | Reduce -65.3% | 11,985 | $609K |
| Webster Bank, N. A. | 0.06% | No change | 11,816 | $602K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 11,750 | $599K |
| Titleist Asset Management, LLC | 0.09% | Reduce -22.0% | 11,745 | $598K |
| Capstone Financial Advisors, Inc. | 0.04% | Reduce -3.7% | 11,572 | $589K |
| Souders Financial Advisors | 0.08% | Add +5.8% | 11,359 | $579K |
| Tyler-Stone Wealth Management | 0.11% | Add +43.8% | 11,218 | $571K |
| Harbour Investments, Inc. | 0.02% | Add +0.1% | 10,962 | $558K |
| Kuhn & Co Investment Counsel | 0.46% | Add +3.6% | 10,686 | $544K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -43.8% | 10,652 | $543K |
| Blair William & Co. | 0.00% | Add +17.6% | 10,619 | $541K |
| Sonata Capital Group Inc. | 0.22% | New | 10,422 | $531K |
| Smart Money Group LLC | 0.18% | Add +40.1% | 10,147 | $516K |
| BlackDiamond Wealth Management, LLC | 0.31% | Reduce -0.7% | 10,113 | $513K |
| NCM Capital Management, LLC | 0.24% | Add +49.4% | 9,980 | $508K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $508K |
| Tarbox Family Office, Inc. | 0.08% | Add +0.5% | 9,907 | $505K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.4% | 9,862 | $502K |
| IAM Advisory, LLC | 0.13% | Add +0.8% | 9,857 | $502K |
| Townsquare Capital LLC | 0.01% | Add +29.4% | 9,815 | $500K |
| Trustmark Bank Trust Department | 0.04% | Reduce -1.0% | 9,786 | $498K |
| LaSalle St. Investment Advisors, LLC | 0.20% | Add +22.8% | 9,761 | $497K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +20.3% | 9,597 | $489K |
| AQR Capital Management | 0.00% | New | 9,413 | $479K |
| Benjamin Edwards Inc. | 0.01% | New | 9,390 | $479K |
| Confluence Wealth Services, Inc. | 0.03% | Add +5.7% | 9,300 | $474K |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 9,189 | $468K |
| Sunbelt Securities, Inc. | 0.05% | Add +12.0% | 9,143 | $466K |
| Roberts Wealth Advisors, LLC | 0.15% | No change | 9,150 | $465K |
| Raymond James Trust N.A. | 0.01% | Add +18.8% | 9,089 | $463K |
| Boston Family Office LLC | 0.03% | Reduce -7.2% | 8,989 | $458K |
| WNY Asset Management, LLC | 0.05% | Reduce -8.0% | 8,983 | $458K |
| Beese Fulmer Investment Management, Inc. | 0.04% | No change | 8,945 | $456K |
| Royal Harbor Partners, LLC | 0.18% | No change | 8,886 | $453K |
| C M Bidwell & Associates Ltd. | 0.28% | No change | 8,865 | $452K |
| GG Group Ventures, LLC | 0.66% | Reduce -16.6% | 8,880 | $451K |
| Connecticut Wealth Management, LLC | 0.02% | Add +9.3% | 8,765 | $446K |
| RFG Advisory, LLC | 0.01% | Reduce -2.3% | 8,753 | $446K |
| HRT Financial LP | 0.00% | New | 8,529 | $434K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +51.1% | 8,319 | $424K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | Reduce -55.6% | 8,235 | $419K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.8% | 8,179 | $417K |
| HTLF Bank | 0.05% | Add +3.2% | 8,162 | $416K |
| Ruggaard & Associates LLC | 0.18% | Add +15.7% | 8,100 | $413K |
| Rwa Wealth Partners, LLC | 0.01% | Add +3.9% | 8,037 | $409K |
| Tidal Investments LLC | 0.00% | Reduce -7.0% | 8,013 | $408K |
| Bright Futures Wealth Management, LLC. | 0.20% | Add +66.7% | 7,970 | $405K |
| Moneco Advisors, LLC | 0.05% | New | 7,879 | $401K |
| Gradient Capital Advisors, LLC | 0.13% | Reduce -41.2% | 7,794 | $397K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -4.2% | 7,724 | $392K |
| DAVENPORT & Co LLC | 0.00% | Add +8.1% | 7,692 | $392K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -11.2% | 7,498 | $382K |
| PFG Advisors | 0.02% | Add +5.3% | 7,396 | $377K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.0% | 7,244 | $369K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -1.0% | 7,202 | $367K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -1.0% | 7,183 | $366K |
| Dogwood Wealth Management LLC | 0.20% | Add +0.7% | 6,971 | $355K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,950 | $354K |
| Bleakley Financial Group, LLC | 0.01% | No change | 6,831 | $348K |
| Meadow Creek Wealth Advisors LLC | 0.27% | No change | 6,700 | $341K |
| CAP Partners, LLC | 0.25% | Add +13.4% | 6,643 | $338K |
| Western Wealth Management, LLC | 0.02% | Add +27.3% | 6,623 | $337K |
| Rossmore Private Capital | 0.04% | Reduce -24.1% | 6,579 | $335K |
| HUB Investment Partners, LLC | 0.01% | Reduce -43.4% | 6,547 | $334K |
| Blue Chip Partners, LLC | 0.03% | Reduce -6.9% | 6,479 | $330K |
| Ergawealth Advisors, Inc. | 0.16% | Add +1.4% | 6,355 | $324K |
| Essex Bank | 0.08% | Add +4.6% | 6,319 | $322K |
| Savant Capital, LLC | 0.00% | New | 6,133 | $312K |
| Yarger Wealth Strategies, LLC | 0.17% | Reduce -5.4% | 6,124 | $312K |
| OLIO Financial Planning | 0.13% | No change | 6,069 | $308K |
| Aspen Wealth Strategies, LLC | 0.20% | New | 6,000 | $306K |
| BHK Investment Advisors, LLC | 0.11% | No change | 6,000 | $306K |
| Shayne & Jacobs, LLC | 0.08% | No change | 6,000 | $306K |
| TrueMark Investments, LLC | 0.10% | Reduce -23.0% | 5,860 | $299K |
| Marion Wealth Management | 0.08% | Add +32.4% | 5,837 | $297K |
| Two Sigma Securities, LLC | 0.02% | New | 5,716 | $291K |
| Middleton & Co. Inc. | 0.03% | Reduce -26.0% | 5,700 | $290K |
| Zacks Investment Management | 0.00% | No change | 5,679 | $289K |
| Aries Wealth Management | 0.08% | New | 5,650 | $288K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 5,649 | $288K |
| Comerica Bank | 0.00% | No change | 5,500 | $280K |
| Jacobi Capital Management LLC | 0.02% | New | 5,456 | $278K |
| IMS Capital Management | 0.12% | No change | 5,334 | $272K |
| Weaver Consulting Group | 0.08% | New | 5,170 | $263K |
| Harbor Group, Inc. | 0.06% | Add +0.8% | 5,149 | $262K |
| Financial Advocates Investment Management | 0.01% | Add +14.2% | 5,076 | $259K |
| Total Clarity Wealth Management, Inc. | 0.08% | No change | 5,034 | $256K |
| Enclave Advisors LLC | 0.04% | — | 4,935 | $251K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -86.3% | 4,929 | $251K |
| Forbes J M & Co. LLP | 0.02% | No change | 4,801 | $245K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 4,777 | $243K |
| Root Financial Partners, LLC | 0.04% | New | 4,765 | $243K |
| Kelly Financial Services LLC | 0.09% | No change | 4,758 | $242K |
| WMG Financial Advisors, LLC | 0.11% | No change | 4,740 | $241K |
| Shore Point Advisors, LLC | 0.13% | Reduce -15.6% | 4,719 | $240K |
| Meridian Financial Advisors, LLC | 0.16% | Add +0.6% | 4,700 | $239K |
| Citizens Financial Group Inc. | 0.00% | New | 4,697 | $239K |
| Monterey Private Wealth, Inc. | 0.08% | New | 4,615 | $235K |
| Quadcap Wealth Management, LLC | 0.04% | New | 4,531 | $231K |
| Guardian Asset Advisors, LLC | 0.15% | Add +0.3% | 4,466 | $228K |
| Hutchinson Capital Management | 0.04% | No change | 4,441 | $226K |
| Semus Wealth Partners LLC | 0.16% | Add +0.8% | 4,406 | $224K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,291 | $219K |
| Strategic Blueprint, LLC | 0.01% | No change | 4,279 | $218K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -2.2% | 4,274 | $218K |
| Continuum Advisory, LLC | 0.03% | New | 4,280 | $217K |
| Horizon Family Wealth, Inc. | 0.15% | New | 4,240 | $216K |
| Meridian Wealth Management, LLC | 0.01% | No change | 4,238 | $216K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | No change | 4,153 | $212K |
| Pathway Financial Advisors LLC | 0.05% | No change | 4,133 | $211K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -7.8% | 4,122 | $210K |
| Aletheian Wealth Advisors LLC | 0.12% | Reduce -1.1% | 3,963 | $202K |
| Smartleaf Asset Management LLC | 0.02% | Add +29.8% | 3,679 | $187K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,163 | $161K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 2,790 | $142K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -87.8% | 2,762 | $141K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,665 | $136K |
| International Assets Investment Management, LLC | 0.01% | Add +49.9% | 2,423 | $123K |
| Colonial Trust Advisors | 0.01% | Add +0.8% | 2,346 | $120K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,214 | $113K |
| Key Financial Inc | 0.02% | Add +65.6% | 2,116 | $108K |
| Private Capital Management LLC | 0.02% | Reduce -25.3% | 1,860 | $95K |
| West Paces Advisors Inc. | 0.02% | Reduce -31.1% | 1,740 | $89K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 1,708 | $87K |
| MidAtlantic Capital Management, Inc. | 0.06% | No change | 1,565 | $80K |
| CVA Family Office, LLC | 0.01% | No change | 1,480 | $75K |
| Legacy Investment Solutions, LLC | 0.04% | — | 1,183 | $60K |
| Legacy Wealth Managment, LLC | 0.04% | — | 1,183 | $60K |
| Sandy Spring Bank | 0.00% | Reduce -8.2% | 1,125 | $57K |
| WR Wealth Planners, LLC | 0.02% | Reduce -45.8% | 1,107 | $56K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,000 | $51K |
| Bank of Montreal | 0.00% | No change | 980 | $50K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.3% | 978 | $50K |
| Alpine Bank Wealth Management | 0.01% | — | 800 | $41K |
| Financial Perspectives, Inc | 0.01% | Add +0.9% | 798 | $41K |
| River Street Advisors LLC | 0.02% | New | 590 | $30K |
| 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% | No change | 313 | $16K |
| Financial Gravity Companies, Inc. | 0.00% | — | 270 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -47.8% | 212 | $11K |
| Spire Wealth Management | 0.00% | No change | 200 | $10K |
| Tidemark, LLC | 0.00% | No change | 193 | $10K |
| Evergreen Private Wealth LLC | 0.00% | No change | 163 | $8K |
| Avior Wealth Management, LLC | 0.00% | Reduce -37.1% | 161 | $8K |
| Assetmark, Inc. | 0.00% | Add +18.5% | 160 | $8K |
| Northwest Capital Management Inc | 0.00% | No change | 138 | $7K |
| REAP Financial Group, LLC | 0.00% | New | 105 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 78 | $4K |
| Capital Analysts, LLC | 0.00% | New | 26 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1 | $51 |
"% 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.