JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q1 2025 (March 31)492holders +31
64new positions
27sold out
3famous investors
$50.79avg. 13F price*
At the end of Q1 2025, 492 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 31 from Q4 2024. 64 opened new positions and 27 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($160.1M), Bank of America Corp. ($155.9M) and LPL Financial LLC ($137.8M). 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 (Q1 2025)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $71.7M |
| Exits | 27 | $19.9M |
All 13F filers, Q4 2024 → Q1 2025: 8,661,588 shares bought and 2,275,977 shares sold, net +6,385,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 492 holders
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +31.2% | 3,147,636 | $160.1M |
| Bank of America Corp. | 0.01% | Add +4.6% | 3,066,845 | $155.9M |
| LPL Financial LLC | 0.05% | Add +16.4% | 2,710,883 | $137.8M |
| FMR LLC | 0.01% | Reduce -7.7% | 1,695,704 | $86.2M |
| Wells Fargo & Company | 0.02% | Add +44.1% | 1,324,349 | $67.3M |
| Resonant Capital Advisors, LLC | 4.54% | Add +9.2% | 1,279,757 | $65.1M |
| Bailard, Inc. | 1.36% | Add +20.8% | 1,036,968 | $52.7M |
| Salomon & Ludwin, LLC | 5.51% | Reduce -1.0% | 1,017,236 | $51.7M |
| Corient Private Wealth LP | 0.08% | Add +32.0% | 918,721 | $46.7M |
| Renaissance Technologies | 0.07% | Add +17.5% | 902,393 | $45.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 860,578 | $43.8M |
| NorthRock Partners, LLC | 1.41% | Add +20.0% | 822,298 | $41.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.7% | 718,134 | $36.5M |
| UBS Group AG | 0.01% | Add +8.0% | 665,492 | $33.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +6.6% | 642,616 | $32.7M |
| HB Wealth Management, LLC | 0.27% | Add +10.2% | 639,956 | $32.5M |
| Weatherly Asset Management L. P. | 2.77% | Add +3.9% | 606,737 | $30.9M |
| FSM Wealth Advisors, LLC | 6.81% | Add +0.1% | 595,459 | $30.3M |
| Avidian Wealth Enterprises, LLC | 1.33% | Add +981.9% | 585,649 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Add +25.0% | 548,025 | $27.9M |
| Osaic Holdings, Inc. | 0.06% | Add +29.4% | 546,570 | $27.8M |
| Cerity Partners LLC | 0.06% | Add +2.8% | 538,472 | $27.4M |
| Global Wealth Management, LLC | 15.16% | Add +30.7% | 516,882 | $26.3M |
| Bridgewater Advisors Inc. | 2.16% | Add +0.2% | 491,440 | $25.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +60.5% | 489,411 | $24.9M |
| Fiduciary Trust Co | 0.32% | Reduce -29.5% | 481,169 | $24.5M |
| CWA Asset Management Group, LLC | 1.17% | Add +9.6% | 478,001 | $24.3M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +16.2% | 475,919 | $24.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +102.9% | 443,614 | $22.6M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -10.5% | 436,721 | $22.2M |
| HighTower Advisors, LLC | 0.03% | Add +9.1% | 432,614 | $22.0M |
| Focus Partners Wealth | 0.06% | Reduce -12.4% | 430,418 | $21.9M |
| Cwm, LLC | 0.08% | Add +5.6% | 418,143 | $21.3M |
| Global Strategic Investment Solutions, LLC | 2.38% | Add +7.8% | 405,060 | $20.6M |
| Royal Bank of Canada | 0.00% | Add +10.3% | 400,679 | $20.4M |
| Trust Co | 2.39% | Add +108.3% | 395,947 | $20.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +70.5% | 387,120 | $19.7M |
| MJP Associates Inc. | 3.42% | Add +4.8% | 372,499 | $18.9M |
| Advisor OS, LLC | 2.16% | Add +4.1% | 372,499 | $18.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.35% | Reduce -4.7% | 371,461 | $18.9M |
| Mariner, LLC | 0.03% | Reduce -0.4% | 370,236 | $18.8M |
| Jane Street Group, LLC | 0.03% | New | 310,375 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -4.3% | 303,361 | $15.4M |
| Captrust Financial Advisors | 0.04% | Add +30.7% | 291,711 | $14.8M |
| Lido Advisors, LLC | 0.09% | Add +160.0% | 290,330 | $14.8M |
| NewEdge Advisors, LLC | 0.08% | Add +11.6% | 262,352 | $13.3M |
| Cetera Investment Advisers | 0.02% | Add +70.4% | 249,764 | $12.7M |
| TD Capital Management LLC | 1.28% | Add +0.5% | 248,299 | $12.6M |
| MBM Wealth Consultants, LLC | 3.68% | Reduce -3.3% | 244,613 | $12.4M |
| Interchange Capital Partners, LLC | 3.47% | Add +47.9% | 243,538 | $12.4M |
| Flputnam Investment Management Co. | 0.23% | Add +8.7% | 237,217 | $12.1M |
| Principle Wealth Partners LLC | 0.85% | Reduce -19.4% | 234,414 | $11.9M |
| Kestra Investment Management, LLC | 0.22% | Add +6080.7% | 286,722 | $11.5M |
| Oak Harvest Investment Services | 1.57% | Add +15.9% | 220,554 | $11.2M |
| AlphaCore Capital LLC | 0.95% | New | 220,456 | $11.2M |
| Stifel Financial Corp. | 0.01% | Add +26.1% | 220,310 | $11.2M |
| Boothe Investment Group, Inc. | 5.06% | Reduce -16.2% | 218,071 | $11.1M |
| Rosenberg Matthew Hamilton | 2.65% | Add +18.2% | 208,159 | $10.6M |
| Sunflower Bank, N.A. | 2.96% | Add +8.6% | 207,686 | $10.6M |
| Perigon Wealth Management, LLC | 0.27% | Add +160.1% | 205,521 | $10.5M |
| Diversified Portfolios, Inc. | 1.04% | Add +42.3% | 194,018 | $9.9M |
| Opal Wealth Advisors, LLC | 3.03% | Add +20.6% | 193,433 | $9.8M |
| Franklin Resources Inc. | 0.00% | Add +14.3% | 185,776 | $9.4M |
| Phoenix Wealth Advisors | 4.00% | Reduce -1.0% | 180,633 | $9.2M |
| Quotient Wealth Partners, LLC | 0.28% | Add +8.1% | 173,353 | $8.8M |
| Davidson Investment Advisors | 0.42% | Add +6.5% | 169,057 | $8.6M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -3.5% | 163,984 | $8.3M |
| Boulder Wealth Advisors, LLC | 4.83% | Add +47.2% | 163,246 | $8.3M |
| Axxcess Wealth Management, LLC | 0.22% | Add +17.2% | 159,576 | $8.1M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -4.4% | 158,397 | $8.1M |
| Great Point Wealth Advisors, LLC | 1.72% | Add +0.1% | 156,687 | $8.0M |
| Regions Financial Corp. | 0.06% | Reduce -11.3% | 156,546 | $8.0M |
| Tortoise Investment Management, LLC | 0.83% | Add +58.2% | 156,530 | $8.0M |
| Auxano Advisors, LLC | 2.00% | Add +0.7% | 148,631 | $7.6M |
| Capital Asset Advisory Services LLC | 0.38% | Add +18.9% | 147,072 | $7.5M |
| Jones Financial Companies LLLP | 0.01% | Add +75.8% | 140,244 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -4.8% | 135,978 | $6.9M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -4.8% | 135,978 | $6.9M |
| Chesley Taft & Associates LLC | 0.33% | Add +13.3% | 132,710 | $6.7M |
| D L Carlson Investment Group Inc. | 1.29% | Reduce -9.4% | 131,551 | $6.7M |
| Prosperity Consulting Group, LLC | 0.51% | Reduce -10.5% | 130,828 | $6.7M |
| Apex Wealth Management, LLC | 5.95% | Add +132.7% | 130,144 | $6.6M |
| McNamara Financial Services, Inc. | 1.38% | Add +7.6% | 125,750 | $6.4M |
| Websterrogers Financial Advisors, LLC | 2.13% | Reduce -0.8% | 122,866 | $6.2M |
| Keybank National Association | 0.03% | Reduce -0.2% | 122,790 | $6.2M |
| Elmwood Wealth Management, Inc. | 2.55% | Add +14.1% | 122,330 | $6.2M |
| Appleton Partners Inc. | 0.48% | Reduce -3.1% | 122,142 | $6.2M |
| WCG Wealth Advisors LLC | 0.46% | Reduce -12.6% | 119,855 | $6.1M |
| Private Advisor Group, LLC | 0.04% | Add +23.0% | 119,728 | $6.1M |
| Legacy CG, LLC | 1.95% | Reduce -8.0% | 118,628 | $6.0M |
| Mills Wealth Advisors LLC | 3.11% | Reduce -40.0% | 115,061 | $5.9M |
| Insight Advisors, LLC/ PA | 1.02% | Add +4.5% | 114,312 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.7% | 112,097 | $5.7M |
| PDS Planning, Inc | 0.48% | Add +6.7% | 110,976 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +56.9% | 110,615 | $5.6M |
| SOL Capital Management CO | 0.61% | Add +25.9% | 109,365 | $5.6M |
| CFO4Life Group, LLC | 0.93% | Reduce -55.0% | 109,075 | $5.5M |
| Smith Anglin Financial, LLC | 0.58% | Reduce -6.0% | 108,470 | $5.5M |
| Transform Wealth, LLC | 0.33% | Reduce -65.3% | 108,104 | $5.5M |
| EP Wealth Advisors, LLC | 0.04% | Add +22.4% | 107,738 | $5.5M |
"% 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.