JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q4 2024 (December 31)461holders +28
41new positions
38sold out
2famous investors
$50.68avg. 13F price*
At the end of Q4 2024, 461 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 28 from Q3 2024. 41 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($148.7M), Northwestern Mutual Wealth Management Co. ($121.7M) and LPL Financial LLC ($118.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $89.5M |
| Exits | 38 | $23.0M |
All 13F filers, Q3 2024 → Q4 2024: 6,629,225 shares bought and 3,089,800 shares sold, net +3,539,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 461 holders
| Bank of America Corp. | 0.01% | Reduce -1.6% | 2,933,050 | $148.7M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +25.2% | 2,399,325 | $121.7M |
| LPL Financial LLC | 0.05% | Add +20.9% | 2,328,339 | $118.1M |
| FMR LLC | 0.01% | Add +2.3% | 1,837,552 | $93.2M |
| Resonant Capital Advisors, LLC | 4.34% | Add +1.9% | 1,171,600 | $59.5M |
| Salomon & Ludwin, LLC | 5.52% | Add +0.8% | 1,027,536 | $52.1M |
| Wells Fargo & Company | 0.01% | Reduce -2.2% | 919,191 | $46.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.6% | 912,989 | $46.3M |
| Bailard, Inc. | 1.11% | New | 858,245 | $43.5M |
| Renaissance Technologies | 0.06% | Reduce -17.9% | 767,900 | $38.9M |
| Bank of New York Mellon Corp | 0.01% | Add +14.6% | 712,875 | $36.1M |
| Corient Private Wealth LP | 0.06% | Add +30.3% | 695,881 | $35.3M |
| NorthRock Partners, LLC | 1.14% | Add +54.3% | 685,120 | $34.8M |
| Fiduciary Trust Co | 0.46% | Reduce -30.1% | 682,936 | $34.6M |
| UBS Group AG | 0.01% | Add +6.5% | 616,032 | $31.2M |
| Thrivent Financial for Lutherans | 0.06% | Add +33.5% | 602,612 | $30.6M |
| FSM Wealth Advisors, LLC | 7.39% | Add +0.2% | 594,838 | $30.2M |
| Weatherly Asset Management L. P. | 2.63% | Reduce -1.1% | 584,147 | $29.7M |
| HB Wealth Management, LLC | 0.30% | Add +395.8% | 580,541 | $29.4M |
| Cerity Partners LLC | 0.06% | Reduce -10.9% | 523,618 | $26.6M |
| Focus Partners Wealth | 0.06% | Add +51.7% | 491,492 | $24.9M |
| Bridgewater Advisors Inc. | 2.60% | Reduce -2.0% | 490,652 | $24.9M |
| Integrated Wealth Concepts LLC | 0.29% | Add +17.2% | 487,739 | $24.7M |
| Raymond James Financial Inc. | 0.01% | — | 438,358 | $22.2M |
| CWA Asset Management Group, LLC | 1.12% | Add +11.6% | 436,070 | $22.1M |
| Osaic Holdings, Inc. | 0.05% | Add +5.3% | 422,447 | $21.4M |
| Great Valley Advisor Group, Inc. | 0.47% | Add +9.5% | 409,581 | $20.8M |
| HighTower Advisors, LLC | 0.03% | Add +6.2% | 396,687 | $20.1M |
| Cwm, LLC | 0.08% | Add +1.7% | 396,119 | $20.1M |
| Global Wealth Management, LLC | 12.80% | Add +34.4% | 395,422 | $20.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Add +10.7% | 389,581 | $19.8M |
| Global Strategic Investment Solutions, LLC | 2.23% | Reduce -26.8% | 375,575 | $19.0M |
| Mariner, LLC | 0.03% | Add +54.2% | 371,755 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +6.0% | 363,135 | $18.4M |
| Advisor OS, LLC | 2.10% | Reduce -5.8% | 357,769 | $18.1M |
| MJP Associates Inc. | 3.24% | Reduce -6.3% | 355,550 | $18.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +213.9% | 316,817 | $16.1M |
| Transform Wealth, LLC | 0.88% | Add +63.0% | 311,868 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -36.3% | 304,852 | $15.5M |
| Principle Wealth Partners LLC | 1.04% | Reduce -2.8% | 290,966 | $14.8M |
| Boothe Investment Group, Inc. | 5.73% | Add +8.7% | 260,299 | $13.2M |
| MBM Wealth Consultants, LLC | 3.82% | Reduce -4.9% | 253,042 | $12.8M |
| TD Capital Management LLC | 1.27% | Reduce -0.6% | 247,170 | $12.5M |
| CFO4Life Group, LLC | 2.16% | Add +8.0% | 242,201 | $12.3M |
| NewEdge Advisors, LLC | 0.07% | Add +18.0% | 235,160 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.2% | 227,011 | $11.5M |
| Captrust Financial Advisors | 0.03% | Reduce -25.5% | 223,169 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.5% | 218,637 | $11.1M |
| Flputnam Investment Management Co. | 0.20% | Add +54.6% | 218,190 | $11.1M |
| Mills Wealth Advisors LLC | 5.53% | Reduce -35.4% | 191,808 | $9.7M |
| Sunflower Bank, N.A. | 2.70% | Add +2.4% | 191,229 | $9.7M |
| Oak Harvest Investment Services | 1.35% | Add +5.8% | 190,276 | $9.6M |
| Trust Co | 1.10% | Reduce -4.2% | 190,042 | $9.6M |
| Phoenix Wealth Advisors | 4.01% | Reduce -1.0% | 182,397 | $9.2M |
| Regions Financial Corp. | 0.07% | Add +4.1% | 176,474 | $8.9M |
| Rosenberg Matthew Hamilton | 2.32% | Add +13.1% | 176,098 | $8.9M |
| Stifel Financial Corp. | 0.01% | Reduce -0.0% | 174,757 | $8.9M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +39.2% | 169,989 | $8.6M |
| Aptus Capital Advisors, LLC | 0.10% | Add +1.6% | 165,675 | $8.4M |
| Interchange Capital Partners, LLC | 3.03% | Add +45.6% | 164,661 | $8.3M |
| Franklin Resources Inc. | 0.00% | Add +5.7% | 162,566 | $8.2M |
| Quotient Wealth Partners, LLC | 0.27% | Add +7.8% | 160,426 | $8.1M |
| Opal Wealth Advisors, LLC | 2.44% | Reduce -2.7% | 160,354 | $8.1M |
| Davidson Investment Advisors | 0.39% | Add +24.7% | 158,729 | $8.0M |
| Great Point Wealth Advisors, LLC | 1.74% | Add +1.5% | 156,595 | $7.9M |
| Auxano Advisors, LLC | 1.89% | Reduce -36.9% | 147,534 | $7.5M |
| Cetera Investment Advisers | 0.02% | Reduce -18.4% | 146,609 | $7.4M |
| Prosperity Consulting Group, LLC | 0.56% | Add +13.8% | 146,231 | $7.4M |
| D L Carlson Investment Group Inc. | 1.31% | Add +10.9% | 145,160 | $7.4M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -6.1% | 142,893 | $7.2M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -6.1% | 142,893 | $7.2M |
| WCG Wealth Advisors LLC | 0.46% | Add +0.3% | 137,068 | $7.0M |
| Diversified Portfolios, Inc. | 0.75% | Add +106.0% | 136,348 | $6.9M |
| Axxcess Wealth Management, LLC | 0.17% | Reduce -3.9% | 136,132 | $6.9M |
| Legacy CG, LLC | 2.01% | Add +35.7% | 128,975 | $6.5M |
| Independent Advisor Alliance | 0.09% | New | 126,903 | $6.4M |
| Appleton Partners Inc. | 0.47% | Reduce -3.6% | 126,059 | $6.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.4% | 125,521 | $6.4M |
| Websterrogers Financial Advisors, LLC | 2.18% | Reduce -0.4% | 123,855 | $6.3M |
| Capital Asset Advisory Services LLC | 0.31% | Add +150.6% | 123,668 | $6.3M |
| Keybank National Association | 0.02% | Add +117.4% | 123,044 | $6.2M |
| Chesley Taft & Associates LLC | 0.28% | Add +29.8% | 117,110 | $5.9M |
| McNamara Financial Services, Inc. | 1.39% | New | 116,873 | $5.9M |
| Smith Anglin Financial, LLC | 0.55% | Add +16.8% | 115,341 | $5.8M |
| Lido Advisors, LLC | 0.04% | New | 111,652 | $5.7M |
| Boulder Wealth Advisors, LLC | 2.90% | Reduce -13.1% | 110,897 | $5.6M |
| Insight Advisors, LLC/ PA | 0.95% | Reduce -12.4% | 109,367 | $5.6M |
| Castlekeep Investment Advisors LLC | 3.88% | Reduce -0.9% | 109,162 | $5.5M |
| Bokf, NA | 0.09% | Reduce -5.5% | 108,441 | $5.5M |
| Elmwood Wealth Management, Inc. | 2.19% | Add +10.8% | 107,219 | $5.4M |
| Beacon Investment Advisory Services, Inc. | 0.23% | Add +1.5% | 105,430 | $5.3M |
| PDS Planning, Inc | 0.47% | Reduce -3.2% | 104,056 | $5.3M |
| IMZ Advisory Inc | 2.36% | Reduce -17.9% | 101,959 | $5.2M |
| Roof Eidam Maycock Peralta, LLC | 1.31% | Add +56.2% | 100,349 | $5.1M |
| Ameritas Advisory Services, LLC | 0.17% | New | 99,029 | $5.0M |
| Tortoise Investment Management, LLC | 0.53% | Add +389.1% | 98,950 | $5.0M |
| BCGM Wealth Management, LLC | 1.59% | Reduce -2.1% | 98,826 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Add +24.1% | 97,369 | $4.9M |
| CENTRAL TRUST Co | 0.11% | Add +268.6% | 89,292 | $4.5M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -11.2% | 88,053 | $4.5M |
"% 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.