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 |
| Brandywine Oak Private Wealth LLC | 0.43% | Reduce -7.6% | 87,724 | $4.4M |
| YHB Investment Advisors, Inc. | 0.36% | Add +38.9% | 87,538 | $4.4M |
| SOL Capital Management CO | 0.49% | Add +75.2% | 86,890 | $4.4M |
| Legacy Private Trust Co. | 0.29% | Add +43.1% | 86,434 | $4.4M |
| Wealth Alliance Advisory Group, LLC | 0.92% | Add +1.3% | 86,183 | $4.4M |
| Stewardship Advisors, LLC | 1.19% | Add +8.7% | 84,641 | $4.3M |
| Whitegate Investment Counselors, Inc. | 1.45% | Add +163.5% | 83,265 | $4.2M |
| Capital Management Corp. | 0.74% | Add +10.2% | 81,088 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +4.0% | 80,823 | $4.1M |
| Perennial Advisors, LLC | 0.89% | — | 80,591 | $4.1M |
| Jupiter Wealth Management LLC | 2.03% | No change | 80,000 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +168.9% | 79,755 | $4.0M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -1.6% | 79,024 | $4.0M |
| Evernest Financial Advisors, LLC | 1.04% | Add +16.4% | 78,923 | $4.0M |
| Albion Financial Group | 0.27% | Add +2.9% | 78,352 | $4.0M |
| Signet Financial Management, LLC | 0.49% | Add +1.3% | 75,387 | $3.8M |
| Transce3nd, LLC | 1.29% | — | 75,147 | $3.8M |
| Cooper Financial Group | 0.46% | Reduce -5.7% | 74,537 | $3.8M |
| Sunburst Financial Group, LLC | 0.92% | Reduce -14.1% | 73,280 | $3.7M |
| KM Capital Management Ltd. | 1.91% | Add +25.2% | 72,749 | $3.7M |
| Fairview Capital Investment Management, LLC | 0.19% | Add +3.1% | 72,625 | $3.7M |
| SVB Wealth LLC | 0.07% | New | 72,446 | $3.7M |
| Slow Capital, Inc. | 0.51% | Add +285.8% | 71,074 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +378.9% | 70,485 | $3.6M |
| Modern Wealth Management, LLC | 0.13% | Reduce -0.9% | 69,596 | $3.5M |
| Three Bridge Wealth Advisors, LLC | 1.23% | Add +0.1% | 69,093 | $3.5M |
| SkyOak Wealth, LLC | 0.75% | Add +26.7% | 68,907 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.7% | 67,629 | $3.4M |
| Highline Wealth Partners LLC | 1.10% | Reduce -10.8% | 66,427 | $3.4M |
| StrongBox Wealth, LLC | 1.41% | Add +35.2% | 65,723 | $3.3M |
| Narus Financial Partners, LLC | 1.12% | Add +6.7% | 65,191 | $3.3M |
| ERn Financial, LLC | 0.50% | Add +53.1% | 65,111 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +23.8% | 63,824 | $3.2M |
| Stonebridge Financial Group, LLC | 0.34% | — | 61,229 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -53.9% | 60,897 | $3.1M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -4.4% | 58,137 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +7.0% | 56,865 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -23.8% | 56,399 | $2.9M |
| Mutual Advisors, LLC | 0.08% | Add +7.8% | 55,930 | $2.8M |
| Apex Wealth Management, LLC | 2.45% | — | 55,922 | $2.8M |
| Global Retirement Partners, LLC | 0.08% | Add +8.9% | 55,690 | $2.8M |
| Encompass Wealth Advisors, LLC | 1.12% | Add +0.9% | 54,659 | $2.8M |
| Avidian Wealth Enterprises, LLC | 0.12% | Add +24.2% | 54,132 | $2.7M |
| Aspen Wealth Management LLC | 0.81% | Add +13.8% | 53,870 | $2.7M |
| Adamsbrown Wealth Consultants LLC | 0.93% | Add +16.0% | 53,832 | $2.7M |
| Graves Light Lenhart Wealth, Inc. | 0.34% | Add +2.3% | 53,809 | $2.7M |
| Kathmere Capital Management, LLC | 0.24% | Reduce -30.6% | 53,345 | $2.7M |
| Focus Financial Network, Inc. | 0.11% | Reduce -0.8% | 53,108 | $2.7M |
| Vawter Financial, Ltd. | 1.61% | Reduce -5.0% | 52,793 | $2.7M |
| Synovus Financial Corp. | 0.03% | Reduce -53.6% | 52,192 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | New | 51,522 | $2.6M |
| LPWM LLC | 0.84% | Add +7.7% | 51,368 | $2.6M |
| Integrated Advisors Network LLC | 0.12% | Add +0.2% | 50,180 | $2.5M |
| Robinson Smith Wealth Advisors LLC | 2.14% | Add +9.6% | 49,850 | $2.5M |
| Venturi Wealth Management, LLC | 0.12% | Add +3.3% | 49,729 | $2.5M |
| Vertex Planning Partners, LLC | 0.54% | Reduce -2.6% | 48,525 | $2.5M |
| Sandbox Financial Partners, LLC | 0.81% | Reduce -4.0% | 47,885 | $2.4M |
| Clarity Asset Management, Inc. | 1.57% | Add +1.9% | 47,522 | $2.4M |
| Freedom Investment Management, Inc. | 0.20% | Add +13.6% | 46,692 | $2.4M |
| Bfsg, LLC | 0.27% | Reduce -1.0% | 46,335 | $2.3M |
| Creative Planning | 0.00% | Reduce -0.3% | 45,393 | $2.3M |
| Callan Capital, LLC | 0.16% | Reduce -35.3% | 44,075 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +0.7% | 43,456 | $2.2M |
| Private Trust Co. NA | 0.22% | Add +1.8% | 43,105 | $2.2M |
| Kathleen S. Wright Associates Inc. | 0.90% | Reduce -3.7% | 42,802 | $2.2M |
| Goelzer Investment Management, Inc. | 0.13% | Reduce -55.4% | 42,473 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +14.4% | 41,649 | $2.1M |
| Laurel Wealth Planning LLC | 1.34% | Add +8.9% | 41,066 | $2.1M |
| Galvin, Gaustad & Stein, LLC | 0.19% | Reduce -2.6% | 41,023 | $2.1M |
| Skyline Advisors, Inc. | 0.79% | Reduce -27.4% | 40,082 | $2.0M |
| Ariadne Wealth Management, LP | 0.92% | New | 39,746 | $2.0M |
| Bristlecone Advisors, LLC | 0.15% | Reduce -1.2% | 38,462 | $2.0M |
| 1900 Wealth Management LLC | 0.16% | Add +17.3% | 38,132 | $1.9M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -2.4% | 37,810 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.5% | 37,498 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +7.5% | 36,919 | $1.9M |
| Kintra Wealth, LLC | 1.30% | Add +109.4% | 36,858 | $1.9M |
| MAI Capital Management | 0.01% | New | 36,576 | $1.9M |
| Mason & Associates Inc | 0.43% | Reduce -7.3% | 36,387 | $1.8M |
| CCG Wealth Management, LLC | 1.02% | Add +18.3% | 36,255 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.20% | Reduce -3.3% | 35,773 | $1.8M |
| Core Wealth Advisors, Inc. | 0.60% | Reduce -5.4% | 35,652 | $1.8M |
| First Foundation Advisors | 0.07% | Reduce -9.6% | 35,267 | $1.8M |
| Ancora Advisors LLC | 0.04% | Reduce -24.0% | 34,358 | $1.7M |
| One Capital Management, LLC | 0.06% | Reduce -28.6% | 33,050 | $1.7M |
| Pennsylvania Capital Management Inc. | 0.57% | Add +153.4% | 32,913 | $1.7M |
| Compass Financial Group, Inc. | 0.79% | Reduce -6.3% | 32,701 | $1.7M |
| Kooman & Associates | 0.59% | Add +2.8% | 32,368 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 1.07% | Add +28.5% | 32,296 | $1.6M |
| NavPoint Financial, Inc. | 1.29% | Add +54.8% | 32,228 | $1.6M |
| Pine Harbor Wealth Management, LLC | 0.66% | No change | 32,129 | $1.6M |
| Kwmg, LLC | 0.17% | Reduce -2.9% | 32,037 | $1.6M |
| Paladin Advisory Group, LLC | 1.24% | Reduce -1.0% | 31,983 | $1.6M |
| Founders Grove Wealth Partners, LLC | 0.47% | — | 31,893 | $1.6M |
| Forza Wealth Management, LLC | 0.72% | Add +110.1% | 31,300 | $1.6M |
| Clear Point Advisors Inc. | 1.36% | Reduce -1.3% | 31,296 | $1.6M |
| Fulton Bank, N.A. | 0.06% | Add +52.1% | 31,034 | $1.6M |
| Richard P Slaughter Associates Inc | 0.35% | Add +66.1% | 30,747 | $1.6M |
| Philip James Wealth Mangement, LLC | 0.21% | Add +11.3% | 30,224 | $1.5M |
| Perennial Investment Advisors, LLC | 0.18% | Add +10.6% | 29,488 | $1.5M |
| Allen Capital Group, LLC | 0.18% | Reduce -17.4% | 28,826 | $1.5M |
| New Capital Management LP | 0.41% | Reduce -0.2% | 27,700 | $1.4M |
| John W. Brooker & Co., CPAs | 0.60% | Add +1.0% | 27,303 | $1.4M |
| Ashton Thomas Securities, LLC | 0.38% | Add +13.1% | 27,269 | $1.4M |
| Able Wealth Management LLC | 0.90% | Add +19.0% | 27,062 | $1.4M |
| Baker Ellis Asset Management LLC | 0.20% | Add +66.5% | 26,300 | $1.3M |
| Red Mountain Financial, LLC | 1.42% | Add +24.9% | 26,028 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.22% | Reduce -29.5% | 25,020 | $1.3M |
| Harbour Investment Management LLC | 0.56% | Reduce -23.3% | 24,920 | $1.3M |
| BayBridge Capital Group, LLC | 0.92% | Add +0.7% | 24,960 | $1.3M |
| Mfa Wealth Advisors, LLC | 0.32% | Reduce -52.8% | 24,635 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.5% | 24,531 | $1.2M |
| United Advisor Group, LLC | 0.25% | Add +23.4% | 24,499 | $1.2M |
| Priebe Wealth Holdings LLC | 0.82% | Add +8.1% | 23,828 | $1.2M |
| Thompson Davis & Co., Inc. | 0.77% | No change | 23,738 | $1.2M |
| Firestone Capital Management | 0.30% | New | 23,665 | $1.2M |
| Lifelong Wealth Advisors, Inc. | 0.53% | — | 23,465 | $1.2M |
| Princeton Global Asset Management LLC | 0.22% | Add +7.0% | 23,238 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -2.0% | 23,136 | $1.2M |
| BSW Wealth Partners | 0.17% | New | 22,727 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | No change | 22,581 | $1.1M |
| NewSquare Capital LLC | 0.09% | Reduce -4.9% | 22,286 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.28% | New | 21,548 | $1.1M |
| Summit Wealth Partners, LLC | 0.22% | Add +68.8% | 21,067 | $1.1M |
| Tradition Wealth Management, LLC | 0.09% | Reduce -15.1% | 21,022 | $1.1M |
| Rooted Wealth Advisors, Inc. | 0.42% | Add +0.3% | 21,014 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Add +310.5% | 20,836 | $1.1M |
| Woodmont Investment Counsel LLC | 0.08% | Add +2.6% | 20,579 | $1.0M |
| Klingman & Associates, LLC | 0.06% | Reduce -41.8% | 20,201 | $1.0M |
| Roehl & Yi Investment Advisors, LLC | 0.56% | — | 20,132 | $1.0M |
| Silver Oak Securities, Incorporated | 0.09% | Add +0.3% | 20,011 | $1.0M |
| Tranquility Partners, LLC | 0.38% | No change | 20,049 | $1.0M |
| &partners | 0.01% | Add +3.5% | 19,981 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +25.1% | 19,834 | $1.0M |
| Security Financial Services, INC. | 0.20% | Add +0.8% | 19,749 | $1.0M |
| USAdvisors Wealth Management, LLC | 0.32% | Add +37.7% | 19,598 | $993K |
| FAS Wealth Partners, Inc. | 0.08% | Add +6.1% | 19,526 | $990K |
| Valmark Advisers, Inc. | 0.02% | Add +97.1% | 19,441 | $986K |
| WealthBridge Capital Management, LLC | 0.27% | Add +14.7% | 19,286 | $978K |
| OneDigital Investment Advisors LLC | 0.01% | Add +135.3% | 19,242 | $976K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -2.0% | 18,591 | $943K |
| NCM Capital Management, LLC | 0.42% | Add +85.2% | 18,480 | $937K |
| Martin Worley Group | 0.58% | — | 18,170 | $921K |
| Cozad Asset Management Inc. | 0.08% | New | 17,813 | $903K |
| 49 Wealth Management, LLC | 0.13% | Reduce -34.3% | 17,617 | $893K |
| GAMMA Investing LLC | 0.07% | Add +22.7% | 17,228 | $874K |
| Impact Capital Partners LLC | 0.31% | — | 17,122 | $868K |
| Bolthouse Investments, LLC | 0.80% | — | 17,076 | $866K |
| Savvy Advisors, Inc. | 0.10% | No change | 17,000 | $862K |
| JNBA Financial Advisors | 0.09% | Reduce -0.8% | 16,935 | $859K |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.4% | 16,914 | $858K |
| Fourth Dimension Wealth, LLC | 0.45% | — | 16,817 | $853K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,786 | $851K |
| Intergy Private Wealth, LLC | 0.32% | Reduce -18.8% | 16,647 | $844K |
| Yarger Wealth Strategies, LLC | 0.47% | Add +163.5% | 16,137 | $818K |
| Eagle Bluffs Wealth Management LLC | 0.44% | Reduce -0.5% | 16,012 | $814K |
| Apella Capital, LLC | 0.03% | Add +0.8% | 15,995 | $811K |
| Commonwealth Financial Services, LLC | 0.16% | No change | 15,956 | $809K |
| Masso Torrence Wealth Management Inc. | 0.42% | Add +8.2% | 15,846 | $804K |
| Lineweaver Wealth Advisors, LLC | 0.14% | Add +12.6% | 15,451 | $784K |
| Johnson Bixby & Associates, LLC | 0.12% | Add +5.8% | 15,090 | $765K |
| IAG Wealth Partners, LLC | 0.13% | Reduce -20.8% | 14,898 | $755K |
| McDonald Partners LLC | 0.19% | No change | 14,600 | $740K |
| Collaborative Wealth Managment Inc. | 0.33% | Add +11.9% | 14,434 | $732K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -6.8% | 14,360 | $728K |
| CreativeOne Wealth, LLC | 0.02% | Add +6.0% | 14,149 | $718K |
| RFG Advisory, LLC | 0.02% | Add +60.9% | 14,086 | $714K |
| Argent Trust Co | 0.03% | Add +1.5% | 13,952 | $708K |
| Centurion Wealth Management LLC | 0.22% | Reduce -1.1% | 13,779 | $699K |
| Shum Financial Group, Inc. | 0.60% | Reduce -25.9% | 13,728 | $697K |
| Dakota Wealth Management | 0.02% | Add +12.5% | 13,615 | $690K |
| Tyler-Stone Wealth Management | 0.12% | Add +18.9% | 13,338 | $676K |
| First Citizens Financial Corp | 0.36% | Reduce -20.9% | 13,126 | $666K |
| Strategic Wealth Investment Group, LLC | 0.04% | New | 47,874 | $663K |
| James J. Burns & Company, LLC | 0.12% | Reduce -33.0% | 13,068 | $663K |
| Hartford Financial Management Inc. | 0.14% | Reduce -30.0% | 13,034 | $661K |
| Alpha Omega Wealth Management LLC | 0.12% | Reduce -7.9% | 12,974 | $658K |
| Sage Financial Group Inc. | 0.05% | Add +5.6% | 12,926 | $655K |
| Sigma Planning Corp | 0.02% | Add +5.8% | 12,909 | $655K |
| Soltis Investment Advisors LLC | 0.06% | Add +0.0% | 12,792 | $649K |
| Mallini Complete Financial Planning LLC | 1.09% | — | 12,707 | $644K |
| Kuhn & Co Investment Counsel | 0.54% | Add +17.5% | 12,554 | $637K |
| Souders Financial Advisors | 0.09% | Add +10.1% | 12,507 | $634K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -46.5% | 12,465 | $632K |
| Vista Investment Management | 0.24% | Reduce -17.5% | 12,458 | $632K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -49.0% | 12,375 | $628K |
| BlackDiamond Wealth Management, LLC | 0.36% | Add +21.8% | 12,319 | $625K |
| Genesis Private Wealth, LLC | 0.34% | — | 12,288 | $623K |
| Eagle Harbor Asset Management Inc. | 0.60% | Reduce -11.1% | 11,817 | $599K |
| Webster Bank, N. A. | 0.06% | No change | 11,816 | $599K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 11,750 | $596K |
| Nwam LLC | 0.04% | Reduce -13.5% | 11,711 | $594K |
| Tradewinds, LLC. | 0.16% | New | 11,600 | $589K |
| Sonata Capital Group Inc. | 0.24% | Add +10.8% | 11,547 | $586K |
| Titleist Asset Management, LLC | 0.07% | Reduce -1.8% | 11,537 | $585K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -28.2% | 11,339 | $575K |
| Avaii Wealth Management, LLC | 0.28% | Reduce -7.6% | 11,323 | $574K |
| WealthCare Investment Partners, LLC | 0.25% | Reduce -26.9% | 11,315 | $574K |
| Essex Financial Services, Inc. | 0.04% | Reduce -6.2% | 11,240 | $570K |
| IHT Wealth Management, LLC | 0.02% | Reduce -36.5% | 11,053 | $561K |
| Moneco Advisors, LLC | 0.06% | Add +38.8% | 10,939 | $555K |
| Peterson Wealth Advisors, LLC | 0.10% | Reduce -15.7% | 10,922 | $554K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.5% | 10,800 | $548K |
| IFG Advisory, LLC | 0.03% | New | 10,752 | $545K |
| Family Office Research LLC | 0.23% | — | 10,532 | $534K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +6.7% | 10,419 | $528K |
| Enclave Advisors LLC | 0.09% | Add +111.0% | 10,412 | $528K |
| Geneos Wealth Management Inc. | 0.02% | Add +224.0% | 10,248 | $520K |
| Smart Money Group LLC | 0.18% | Add +0.1% | 10,160 | $515K |
| Waverly Advisors, LLC | 0.01% | Add +10.4% | 10,146 | $515K |
| Intelligence Driven Advisers, LLC | 0.10% | Reduce -17.4% | 10,078 | $511K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $507K |
| Tarbox Family Office, Inc. | 0.08% | Add +0.5% | 9,956 | $505K |
| Sterling Financial Group, Inc. | 0.19% | New | 9,930 | $504K |
| Trustmark Bank Trust Department | 0.04% | No change | 9,786 | $496K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 9,734 | $494K |
| Annex Advisory Services, LLC | 0.01% | Reduce -97.8% | 9,608 | $487K |
| AQR Capital Management | 0.00% | Add +0.4% | 9,451 | $479K |
| SFG Wealth Management, LLC. | 0.25% | Reduce -50.7% | 9,422 | $478K |
| Confluence Wealth Services, Inc. | 0.03% | No change | 9,300 | $473K |
| Novem Group | 0.07% | — | 9,320 | $473K |
| Sunbelt Securities, Inc. | 0.04% | No change | 9,143 | $465K |
| Parallel Advisors, LLC | 0.01% | New | 9,142 | $464K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.9% | 9,130 | $463K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -24.6% | 9,079 | $460K |
| Boston Family Office LLC | 0.03% | No change | 8,989 | $456K |
| WNY Asset Management, LLC | 0.06% | No change | 8,983 | $456K |
| Beese Fulmer Investment Management, Inc. | 0.04% | No change | 8,945 | $454K |
| Archford Capital Strategies, LLC | 0.07% | Add +15.5% | 8,920 | $452K |
| Royal Harbor Partners, LLC | 0.17% | No change | 8,886 | $451K |
| C M Bidwell & Associates Ltd. | 0.27% | No change | 8,865 | $450K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 8,765 | $444K |
| Private Wealth Group, LLC | 0.21% | New | 8,663 | $439K |
| Blair William & Co. | 0.00% | Reduce -18.6% | 8,643 | $438K |
| Sargent Investment Group, LLC | 0.07% | New | 8,635 | $438K |
| GG Group Ventures, LLC | 0.57% | Reduce -3.3% | 8,589 | $436K |
| Collective Family Office LLC | 0.12% | Reduce -66.6% | 8,550 | $434K |
| Sincerus Advisory, LLC | 0.46% | — | 8,458 | $429K |
| Townsquare Capital LLC | 0.00% | Reduce -14.2% | 8,424 | $427K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -43.5% | 8,388 | $425K |
| CW Advisors, LLC | 0.01% | New | 8,385 | $425K |
| Principal Securities, Inc. | 0.01% | Reduce -51.8% | 8,368 | $424K |
| FOCUS Wealth Advisors, LLC | 0.22% | New | 8,334 | $423K |
| Members Wealth LLC | 0.31% | — | 8,305 | $422K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | No change | 8,235 | $418K |
| HTLF Bank | 0.05% | No change | 8,162 | $414K |
| Gradient Capital Advisors, LLC | 0.13% | Add +4.3% | 8,127 | $412K |
| Ruggaard & Associates LLC | 0.18% | No change | 8,100 | $411K |
| Presidio Capital Management, LLC | 0.22% | Reduce -38.0% | 8,019 | $407K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -1.8% | 7,889 | $400K |
| Benjamin Edwards Inc. | 0.01% | Reduce -17.3% | 7,763 | $394K |
| DAVENPORT & Co LLC | 0.00% | Add +0.8% | 7,754 | $393K |
| M Wealth Management, LLC | 0.36% | — | 7,711 | $391K |
| Marion Wealth Management | 0.10% | Add +31.7% | 7,686 | $390K |
| Amara Financial, Llc. | 0.36% | New | 7,616 | $386K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 7,506 | $381K |
| PFG Advisors | 0.02% | Add +1.2% | 7,487 | $380K |
| Jacobi Capital Management LLC | 0.03% | Add +36.3% | 7,436 | $377K |
| Quadcap Wealth Management, LLC | 0.06% | Add +63.0% | 7,387 | $375K |
| SoundView Advisors Inc. | 0.15% | — | 7,300 | $370K |
| Ballentine Partners, LLC | 0.01% | New | 7,296 | $370K |
| Cresset Asset Management, LLC | 0.00% | Reduce -85.9% | 7,226 | $367K |
| Advisory Services Network, LLC | 0.01% | New | 7,215 | $366K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.5% | 7,207 | $365K |
| DMKC Advisory Services, LLC | 0.33% | — | 7,083 | $359K |
| Dogwood Wealth Management LLC | 0.19% | Add +0.6% | 7,009 | $355K |
| Essex Bank | 0.09% | Add +10.9% | 7,008 | $355K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,950 | $352K |
| Rockport Wealth LLC | 0.16% | New | 6,913 | $351K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +35.2% | 6,665 | $338K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -42.5% | 6,650 | $337K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.3% | 6,604 | $335K |
| PNC Financial Services Group, Inc. | 0.00% | Add +654800.0% | 6,549 | $332K |
| CAP Partners, LLC | 0.23% | Reduce -2.9% | 6,449 | $327K |
| Arete Wealth Advisors, LLC | 0.02% | New | 6,352 | $322K |
| Aries Wealth Management | 0.09% | Add +11.5% | 6,300 | $319K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -41.0% | 6,284 | $319K |
| Chokshi & Queen Wealth Advisors, Inc | 0.20% | — | 6,245 | $317K |
| McCarthy & Cox | 0.11% | New | 6,193 | $314K |
| Savant Capital, LLC | 0.00% | No change | 6,133 | $311K |
| BHK Investment Advisors, LLC | 0.11% | No change | 6,000 | $304K |
| Shayne & Jacobs, LLC | 0.08% | No change | 6,000 | $304K |
| Comerica Bank | 0.00% | Add +9.1% | 6,000 | $304K |
| OLIO Financial Planning | 0.10% | Reduce -5.4% | 5,743 | $291K |
| Middleton & Co. Inc. | 0.03% | No change | 5,700 | $289K |
| Zacks Investment Management | 0.00% | Add +0.1% | 5,685 | $288K |
| HBW Advisory Services LLC | 0.03% | New | 5,663 | $287K |
| Weaver Consulting Group | 0.09% | Add +9.3% | 5,650 | $287K |
| Ergawealth Advisors, Inc. | 0.14% | Reduce -13.0% | 5,528 | $280K |
| Rossmore Private Capital | 0.03% | Reduce -18.9% | 5,335 | $271K |
| IMS Capital Management | 0.13% | No change | 5,334 | $270K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +10.4% | 5,273 | $267K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -37.3% | 5,216 | $265K |
| Harbor Group, Inc. | 0.06% | Add +0.8% | 5,191 | $263K |
| Meridian Financial Advisors, LLC | 0.18% | Add +6.8% | 5,022 | $255K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -31.2% | 4,939 | $250K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -4.5% | 4,809 | $244K |
| Aletheian Wealth Advisors LLC | 0.14% | Add +21.3% | 4,807 | $244K |
| Forbes J M & Co. LLP | 0.02% | No change | 4,801 | $243K |
| Herold Advisors, Inc. | 0.05% | New | 4,800 | $243K |
| Root Financial Partners, LLC | 0.03% | No change | 4,765 | $242K |
| Kelly Financial Services LLC | 0.09% | No change | 4,758 | $241K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 4,685 | $238K |
| Aspen Wealth Strategies, LLC | 0.15% | Reduce -22.1% | 4,675 | $237K |
| Kestra Investment Management, LLC | 0.01% | New | 4,639 | $235K |
| Shore Point Advisors, LLC | 0.12% | Reduce -3.3% | 4,564 | $231K |
| Sandy Cove Advisors, LLC | 0.09% | New | 4,540 | $230K |
| Guardian Asset Advisors, LLC | 0.15% | Add +0.3% | 4,480 | $227K |
| Hutchinson Capital Management | 0.04% | No change | 4,441 | $225K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -38.8% | 4,409 | $224K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -22.1% | 4,399 | $223K |
| Semus Wealth Partners LLC | 0.15% | Reduce -0.6% | 4,379 | $222K |
| Lifestyle Asset Management, Inc. | 0.12% | New | 4,350 | $221K |
| Continuum Advisory, LLC | 0.03% | No change | 4,280 | $217K |
| Horizon Family Wealth, Inc. | 0.14% | Add +0.3% | 4,253 | $216K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -2.2% | 4,180 | $212K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | No change | 4,153 | $211K |
| Pathway Financial Advisors LLC | 0.05% | No change | 4,133 | $210K |
| Monterey Private Wealth, Inc. | 0.07% | Reduce -10.7% | 4,120 | $209K |
| Citizens Financial Group Inc. | 0.00% | Reduce -12.8% | 4,095 | $208K |
| Smartleaf Asset Management LLC | 0.02% | Add +3.9% | 3,821 | $194K |
| Hills Bank & Trust Co | 0.01% | New | 3,574 | $181K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 2,790 | $141K |
| Millstone Evans Group, LLC | 0.09% | — | 2,600 | $132K |
| Colonial Trust Advisors | 0.01% | Add +0.8% | 2,365 | $120K |
| Private Capital Management LLC | 0.02% | Add +26.9% | 2,360 | $120K |
| West Paces Advisors Inc. | 0.03% | Add +28.7% | 2,240 | $114K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,214 | $112K |
| Key Financial Inc | 0.02% | No change | 2,116 | $107K |
| 2UniFi Bank | 0.07% | — | 1,959 | $99K |
| EPG Wealth Management LLC | 0.02% | Add +0.8% | 1,721 | $87K |
| Blue Trust, Inc. | 0.00% | New | 1,625 | $82K |
| Clark Wealth Partners | 0.06% | — | 1,581 | $80K |
| MidAtlantic Capital Management, Inc. | 0.06% | No change | 1,565 | $79K |
| CVA Family Office, LLC | 0.01% | No change | 1,480 | $75K |
| Sandy Spring Bank | 0.00% | No change | 1,125 | $57K |
| WR Wealth Planners, LLC | 0.02% | No change | 1,107 | $56K |
| Assetmark, Inc. | 0.00% | Add +591.3% | 1,106 | $56K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -62.5% | 1,037 | $53K |
| Legacy Investment Solutions, LLC | 0.03% | Reduce -15.1% | 1,005 | $51K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -15.1% | 1,005 | $51K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,000 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.7% | 985 | $50K |
| Financial Perspectives, Inc | 0.01% | Add +0.8% | 804 | $41K |
| Cary Street Partners Financial LLC | 0.00% | — | 672 | $34K |
| Howe & Rusling Inc. | 0.00% | New | 644 | $33K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 424 | $22K |
| US Bancorp \de | 0.00% | No change | 390 | $20K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 365 | $19K |
| Allworth Financial LP | 0.00% | New | 319 | $16K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 270 | $14K |
| Golden State Wealth Management, LLC | 0.00% | — | 209 | $11K |
| Tidemark, LLC | 0.00% | No change | 193 | $10K |
| Evergreen Private Wealth LLC | 0.00% | No change | 163 | $8K |
| Avior Wealth Management, LLC | 0.00% | No change | 161 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 153 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | New | 108 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 105 | $5K |
| Noble Wealth Management PBC | 0.00% | — | 34 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -90.1% | 21 | $1K |
| AE Wealth Management LLC | 0.00% | New | 14 | $710 |
"% 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.