JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q2 2025 (June 30)500holders +8
46new positions
32sold out
2famous investors
$50.92avg. 13F price*
At the end of Q2 2025, 500 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 8 from Q1 2025. 46 opened new positions and 32 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($183.9M), Bank of America Corp. ($169.4M) and LPL Financial LLC ($159.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2025)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $104.4M |
| Exits | 32 | $34.9M |
All 13F filers, Q1 2025 → Q2 2025: 10,302,780 shares bought and 3,867,751 shares sold, net +6,435,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +14.8% | 3,612,505 | $183.9M |
| Bank of America Corp. | 0.01% | Add +8.5% | 3,326,397 | $169.4M |
| LPL Financial LLC | 0.05% | Add +15.5% | 3,132,167 | $159.5M |
| Wells Fargo & Company | 0.02% | Add +11.5% | 1,476,076 | $75.2M |
| FMR LLC | 0.00% | Reduce -16.2% | 1,420,493 | $72.3M |
| Resonant Capital Advisors, LLC | 4.20% | Add +0.9% | 1,291,697 | $65.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.51% | New | 1,089,770 | $55.5M |
| Salomon & Ludwin, LLC | 5.10% | Reduce -0.1% | 1,016,754 | $51.7M |
| JPMorgan Chase & Co. | 0.00% | Add +17.6% | 1,011,957 | $51.5M |
| Mariner, LLC | 0.07% | Add +149.3% | 922,988 | $47.0M |
| NorthRock Partners, LLC | 1.20% | Add +10.0% | 904,286 | $46.0M |
| UBS Group AG | 0.01% | Add +35.4% | 901,073 | $45.9M |
| Corient Private Wealth LP | 0.06% | Reduce -2.8% | 893,195 | $45.5M |
| Renaissance Technologies | 0.06% | Reduce -9.8% | 813,890 | $41.4M |
| Bank of New York Mellon Corp | 0.01% | Add +12.7% | 809,121 | $41.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +158.1% | 782,821 | $39.8M |
| Raymond James Financial Inc. | 0.01% | Add +30.4% | 714,466 | $36.4M |
| Interchange Capital Partners, LLC | 8.17% | Add +185.1% | 694,420 | $35.4M |
| Bailard, Inc. | 0.81% | Reduce -34.4% | 680,488 | $34.7M |
| HB Wealth Management, LLC | 0.26% | Reduce -1.1% | 633,259 | $32.2M |
| Bridgewater Advisors Inc. | 2.40% | Add +26.1% | 619,808 | $31.6M |
| Weatherly Asset Management L. P. | 2.66% | Add +1.0% | 612,924 | $31.2M |
| Osaic Holdings, Inc. | 0.05% | Add +9.8% | 599,943 | $30.5M |
| FSM Wealth Advisors, LLC | 4.89% | Reduce -0.6% | 591,934 | $30.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +52.5% | 590,217 | $30.1M |
| Cerity Partners LLC | 0.05% | Add +0.6% | 541,812 | $27.6M |
| CWA Asset Management Group, LLC | 1.14% | Add +10.9% | 530,088 | $27.0M |
| Global Wealth Management, LLC | 14.63% | Add +1.4% | 524,373 | $26.7M |
| AlphaCore Capital LLC | 0.97% | Add +126.2% | 498,744 | $25.4M |
| Cwm, LLC | 0.09% | Add +16.1% | 485,473 | $24.7M |
| HighTower Advisors, LLC | 0.03% | Add +5.8% | 457,704 | $23.3M |
| MJP Associates Inc. | 3.45% | Add +22.8% | 457,401 | $23.3M |
| Royal Bank of Canada | 0.00% | Add +13.5% | 454,908 | $23.2M |
| Advisor OS, LLC | 2.28% | Add +22.1% | 454,766 | $23.2M |
| Fiduciary Trust Co | 0.27% | Reduce -9.1% | 437,628 | $22.3M |
| NewEdge Advisors, LLC | 0.11% | Add +62.8% | 427,220 | $21.8M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -2.4% | 426,216 | $21.7M |
| Avidian Wealth Enterprises, LLC | 0.88% | Reduce -27.4% | 425,380 | $21.7M |
| Keybank National Association | 0.08% | Add +234.7% | 411,003 | $20.9M |
| Focus Partners Wealth | 0.04% | Reduce -6.0% | 404,826 | $20.6M |
| Global Strategic Investment Solutions, LLC | 2.16% | Reduce -1.9% | 397,358 | $20.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.34% | Add +6.5% | 395,637 | $20.1M |
| Flputnam Investment Management Co. | 0.34% | Add +66.2% | 394,192 | $20.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -41.8% | 373,716 | $19.0M |
| Trust Co | 2.04% | Reduce -10.4% | 354,856 | $18.1M |
| Captrust Financial Advisors | 0.04% | Add +13.5% | 331,184 | $16.9M |
| Lido Advisors, LLC | 0.09% | Add +13.8% | 330,535 | $16.8M |
| MY Wealth Management Inc. | 14.61% | Add +688.8% | 299,420 | $15.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +142.4% | 268,090 | $13.7M |
| Axxcess Wealth Management, LLC | 0.32% | Add +65.0% | 263,278 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +15.4% | 254,332 | $13.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -48.6% | 251,529 | $12.8M |
| TD Capital Management LLC | 1.20% | Add +1.0% | 250,699 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.9% | 249,001 | $12.7M |
| MBM Wealth Consultants, LLC | 3.39% | Add +1.6% | 248,447 | $12.7M |
| Private Advisor Group, LLC | 0.07% | Add +107.4% | 248,340 | $12.6M |
| Oak Harvest Investment Services | 1.53% | Add +8.6% | 239,415 | $12.2M |
| Boothe Investment Group, Inc. | 4.48% | Add +5.8% | 230,824 | $11.8M |
| Capital Asset Advisory Services LLC | 0.55% | Add +56.4% | 230,052 | $11.7M |
| Great Valley Advisor Group, Inc. | 0.26% | Reduce -51.8% | 229,429 | $11.7M |
| Diversified Portfolios, Inc. | 1.11% | Add +17.9% | 228,795 | $11.7M |
| Sunflower Bank, N.A. | 2.84% | Add +6.3% | 220,743 | $11.2M |
| Rosenberg Matthew Hamilton | 2.61% | Add +6.0% | 220,644 | $11.2M |
| Franklin Resources Inc. | 0.00% | Add +16.7% | 216,874 | $11.0M |
| Cetera Investment Advisers | 0.02% | Reduce -14.4% | 213,902 | $10.9M |
| Jane Street Group, LLC | 0.02% | Reduce -31.3% | 213,251 | $10.9M |
| Auxano Advisors, LLC | 2.52% | Add +42.3% | 211,534 | $10.8M |
| Principle Wealth Partners LLC | 0.63% | Reduce -15.8% | 197,265 | $10.0M |
| Davidson Investment Advisors | 0.45% | Add +15.3% | 194,877 | $9.9M |
| Opal Wealth Advisors, LLC | 2.68% | Reduce -1.9% | 189,697 | $9.7M |
| Phoenix Wealth Advisors | 3.89% | Add +1.1% | 182,646 | $9.3M |
| Jones Financial Companies LLLP | 0.01% | Add +30.2% | 182,651 | $9.3M |
| Quotient Wealth Partners, LLC | 0.27% | Add +4.5% | 181,152 | $9.2M |
| WCG Wealth Advisors LLC | 0.58% | Add +47.2% | 176,462 | $9.0M |
| Tortoise Investment Management, LLC | 0.84% | Add +10.8% | 173,390 | $8.8M |
| Chesley Taft & Associates LLC | 0.37% | Add +23.8% | 164,260 | $8.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -1.4% | 161,716 | $8.2M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -3.4% | 153,074 | $7.8M |
| Regions Financial Corp. | 0.05% | Reduce -7.8% | 144,281 | $7.3M |
| Elmwood Wealth Management, Inc. | 2.86% | Add +15.7% | 141,499 | $7.2M |
| McNamara Financial Services, Inc. | 1.42% | Add +11.6% | 140,310 | $7.1M |
| Beacon Investment Advisory Services, Inc. | 0.31% | Add +32.6% | 139,051 | $7.1M |
| Whitegate Investment Counselors, Inc. | 2.37% | Add +59.3% | 137,350 | $7.0M |
| Insight Advisors, LLC/ PA | 1.09% | Add +16.2% | 132,843 | $6.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -3.8% | 130,822 | $6.7M |
| Apex Wealth Management, LLC | 5.34% | Add +0.4% | 130,647 | $6.7M |
| Cooper Financial Group | 0.78% | Add +75.3% | 129,514 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +11.2% | 124,674 | $6.3M |
| Legacy Private Trust Co. | 0.41% | Add +17.5% | 123,767 | $6.3M |
| EP Wealth Advisors, LLC | 0.04% | Add +14.4% | 123,311 | $6.3M |
| SOL Capital Management CO | 0.59% | Add +10.1% | 120,360 | $6.1M |
| Websterrogers Financial Advisors, LLC | 1.93% | Reduce -2.8% | 119,412 | $6.1M |
| Southeast Asset Advisors, LLC | 0.72% | New | 119,039 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +83.9% | 116,154 | $5.9M |
| Appleton Partners Inc. | 0.41% | Reduce -7.5% | 113,012 | $5.8M |
| Prosperity Consulting Group, LLC | 0.42% | Reduce -14.6% | 111,763 | $5.7M |
| Goelzer Investment Management, Inc. | 0.31% | Add +70.5% | 110,222 | $5.6M |
| IMZ Advisory Inc | 2.24% | Add +8.2% | 110,003 | $5.6M |
| Albion Financial Group | 0.36% | Add +25.3% | 109,409 | $5.6M |
| PDS Planning, Inc | 0.41% | Reduce -1.5% | 109,326 | $5.6M |
"% 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.