JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q3 2025 (September 30)499holders −1
37new positions
32sold out
$51.03avg. 13F price*
At the end of Q3 2025, 499 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, down 1 from Q2 2025. 37 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($193.3M), Northwestern Mutual Wealth Management Co. ($193.0M) and LPL Financial LLC ($151.6M).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q3 2025)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $37.1M |
| Exits | 32 | $109.4M |
All 13F filers, Q2 2025 → Q3 2025: 7,083,909 shares bought and 5,525,713 shares sold, net +1,558,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 499 holders
| Bank of America Corp. | 0.01% | Add +13.8% | 3,786,554 | $193.3M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +4.7% | 3,780,629 | $193.0M |
| LPL Financial LLC | 0.04% | Reduce -5.2% | 2,969,796 | $151.6M |
| HB Wealth Management, LLC | 0.60% | Add +173.7% | 1,733,119 | $88.5M |
| Resonant Capital Advisors, LLC | 4.22% | Add +10.0% | 1,420,403 | $72.5M |
| FMR LLC | 0.00% | Reduce -2.7% | 1,381,602 | $70.5M |
| Wells Fargo & Company | 0.01% | Reduce -8.8% | 1,345,803 | $68.7M |
| JPMorgan Chase & Co. | 0.00% | Add +18.6% | 1,200,503 | $61.3M |
| Salomon & Ludwin, LLC | 5.27% | Add +13.1% | 1,150,038 | $58.6M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +36.8% | 1,070,471 | $54.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.32% | Reduce -3.6% | 1,050,893 | $53.6M |
| UBS Group AG | 0.01% | Add +15.3% | 1,038,781 | $53.0M |
| NorthRock Partners, LLC | 0.96% | Add +14.6% | 1,036,537 | $52.9M |
| Bank of New York Mellon Corp | 0.01% | Add +13.9% | 921,842 | $47.1M |
| Raymond James Financial Inc. | 0.01% | Add +26.9% | 906,585 | $46.3M |
| Mariner, LLC | 0.05% | Reduce -14.3% | 791,045 | $40.4M |
| Interchange Capital Partners, LLC | 7.53% | Add +8.3% | 752,356 | $38.4M |
| Osaic Holdings, Inc. | 0.05% | Add +14.4% | 686,632 | $35.1M |
| Weatherly Asset Management L. P. | 2.87% | Add +11.2% | 681,824 | $34.8M |
| Bridgewater Advisors Inc. | 2.32% | Add +6.0% | 656,953 | $33.4M |
| Integrated Wealth Concepts LLC | 0.27% | Add +40.8% | 599,972 | $30.6M |
| FSM Wealth Advisors, LLC | 4.33% | Add +1.3% | 599,426 | $30.6M |
| Flputnam Investment Management Co. | 0.44% | Add +45.5% | 573,411 | $29.3M |
| Cerity Partners LLC | 0.04% | Reduce -1.0% | 536,204 | $27.4M |
| Global Wealth Management, LLC | 14.24% | Add +1.4% | 531,582 | $27.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -10.7% | 526,808 | $26.9M |
| CWA Asset Management Group, LLC | 0.99% | Reduce -0.9% | 525,390 | $26.8M |
| AlphaCore Capital LLC | 0.85% | Reduce -0.4% | 496,840 | $25.4M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 462,652 | $23.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.0% | 448,355 | $22.9M |
| Trust Co | 2.30% | Add +24.0% | 440,125 | $22.5M |
| Global Strategic Investment Solutions, LLC | 2.09% | Add +3.2% | 410,095 | $20.9M |
| Keybank National Association | 0.07% | Reduce -0.3% | 409,707 | $20.9M |
| Fiduciary Trust Co | 0.23% | Reduce -8.6% | 399,848 | $20.4M |
| Thrivent Financial for Lutherans | 0.04% | Add +5.8% | 395,314 | $20.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -2.3% | 386,496 | $19.7M |
| Corient Private Wealth LP | 0.03% | Reduce -58.3% | 372,300 | $19.0M |
| Cwm, LLC | 0.06% | Reduce -25.8% | 360,087 | $18.4M |
| Captrust Financial Advisors | 0.04% | Add +7.8% | 357,165 | $18.2M |
| Focus Partners Wealth | 0.03% | Reduce -18.9% | 328,340 | $16.8M |
| Lido Advisors, LLC | 0.06% | Reduce -8.1% | 303,824 | $15.5M |
| Auxano Advisors, LLC | 3.18% | Add +38.4% | 292,811 | $14.9M |
| Franklin Resources Inc. | 0.00% | Add +33.5% | 289,559 | $14.8M |
| Axxcess Wealth Management, LLC | 0.31% | Add +8.0% | 284,297 | $14.5M |
| Cetera Investment Advisers | 0.02% | Add +26.1% | 269,661 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 268,753 | $13.7M |
| Private Advisor Group, LLC | 0.07% | Add +7.6% | 267,132 | $13.6M |
| Boothe Investment Group, Inc. | 4.81% | Add +11.5% | 257,352 | $13.1M |
| MBM Wealth Consultants, LLC | 3.26% | Add +3.4% | 256,848 | $13.1M |
| Avidian Wealth Enterprises, LLC | 0.49% | Reduce -39.8% | 255,903 | $13.1M |
| Rosenberg Matthew Hamilton | 2.80% | Add +15.0% | 253,719 | $12.9M |
| Diversified Portfolios, Inc. | 1.14% | Add +10.7% | 253,337 | $12.9M |
| Jones Financial Companies LLLP | 0.01% | Add +38.3% | 252,646 | $12.9M |
| Davidson Investment Advisors | 0.55% | Add +29.4% | 252,181 | $12.9M |
| MY Wealth Management Inc. | 11.14% | Reduce -16.9% | 248,782 | $12.7M |
| Elequin Capital, LP | 1.08% | Add +180.9% | 247,201 | $12.6M |
| Capital Asset Advisory Services LLC | 0.54% | Add +7.4% | 247,108 | $12.6M |
| Oak Harvest Investment Services | 1.47% | Add +3.1% | 246,781 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.4% | 245,572 | $12.5M |
| TD Capital Management LLC | 1.13% | Reduce -2.1% | 245,359 | $12.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -11.9% | 236,247 | $12.1M |
| NewEdge Advisors, LLC | 0.05% | Reduce -46.3% | 229,336 | $11.7M |
| Stifel Financial Corp. | 0.01% | Reduce -11.6% | 224,730 | $11.5M |
| Principle Wealth Partners LLC | 0.65% | Add +11.5% | 220,026 | $11.2M |
| Sunflower Bank, N.A. | 2.56% | Reduce -6.4% | 206,571 | $10.5M |
| Opal Wealth Advisors, LLC | 2.92% | Add +8.4% | 205,713 | $10.5M |
| Great Valley Advisor Group, Inc. | 0.21% | Reduce -11.7% | 202,501 | $10.3M |
| Phoenix Wealth Advisors | 3.62% | Add +1.1% | 184,698 | $9.4M |
| Tortoise Investment Management, LLC | 0.80% | Add +1.1% | 175,240 | $8.9M |
| One Capital Management, LLC | 0.28% | Add +459.7% | 171,115 | $8.7M |
| Quotient Wealth Partners, LLC | 0.23% | Reduce -7.3% | 168,027 | $8.6M |
| Chesley Taft & Associates LLC | 0.36% | Add +0.6% | 165,290 | $8.4M |
| Boulder Wealth Advisors, LLC | 3.78% | — | 159,342 | $8.1M |
| Cooper Financial Group | 0.89% | Add +22.2% | 158,260 | $8.1M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -2.3% | 158,024 | $8.1M |
| Legacy Private Trust Co. | 0.46% | Add +22.4% | 151,442 | $7.7M |
| Gradient Investments LLC | 0.12% | Add +51.3% | 145,763 | $7.4M |
| Elmwood Wealth Management, Inc. | 2.63% | Add +2.9% | 145,627 | $7.4M |
| Regions Financial Corp. | 0.05% | Add +0.7% | 145,276 | $7.4M |
| Whitegate Investment Counselors, Inc. | 2.44% | Add +5.7% | 145,205 | $7.4M |
| McNamara Financial Services, Inc. | 1.36% | Add +2.0% | 143,170 | $7.3M |
| Apex Wealth Management, LLC | 5.13% | Add +7.5% | 140,462 | $7.2M |
| Great Point Wealth Advisors, LLC | 1.33% | — | 138,940 | $7.1M |
| Citizens Financial Group Inc. | 0.10% | Add +2677.6% | 136,156 | $6.9M |
| WCG Wealth Advisors LLC | 0.44% | Reduce -22.9% | 136,078 | $6.9M |
| Insight Advisors, LLC/ PA | 1.05% | Add +1.3% | 134,620 | $6.9M |
| CENTRAL TRUST Co | 0.14% | Add +23.9% | 134,133 | $6.8M |
| Summit Financial, LLC | 0.10% | New | 134,131 | $6.8M |
| Capital Analysts, LLC | 0.20% | Add +27.7% | 131,202 | $6.7M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -14.9% | 130,305 | $6.7M |
| Prosperity Consulting Group, LLC | 0.31% | Add +11.8% | 124,928 | $6.4M |
| Goelzer Investment Management, Inc. | 0.33% | Add +10.6% | 121,944 | $6.2M |
| Per Stirling Capital Management, LLC. | 0.74% | Add +45.6% | 120,484 | $6.1M |
| Websterrogers Financial Advisors, LLC | 1.83% | Add +0.4% | 119,866 | $6.1M |
| SOL Capital Management CO | 0.55% | Reduce -0.7% | 119,510 | $6.1M |
| Appleton Partners Inc. | 0.41% | Add +4.8% | 118,432 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.3% | 116,759 | $6.0M |
| Albion Financial Group | 0.35% | Add +4.0% | 113,776 | $5.8M |
| Southeast Asset Advisors, LLC | 0.62% | Reduce -5.7% | 112,290 | $5.7M |
| Forza Wealth Management, LLC | 2.17% | Add +9.9% | 111,200 | $5.7M |
"% 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.