JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q4 2025 (December 31)547holders +48
46new positions
25sold out
$50.95avg. 13F price*
At the end of Q4 2025, 547 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 48 from Q3 2025. 46 opened new positions and 25 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($202.4M), Bank of America Corp. ($201.6M) and LPL Financial LLC ($154.1M).
- Company
- JPM Ultra-Short Muni Income
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $98.7M |
| Exits | 25 | $21.7M |
All 13F filers, Q3 2025 → Q4 2025: 8,428,244 shares bought and 3,046,889 shares sold, net +5,381,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +5.1% | 3,973,128 | $202.4M |
| Bank of America Corp. | 0.01% | Add +4.5% | 3,956,783 | $201.6M |
| LPL Financial LLC | 0.04% | Add +1.8% | 3,024,296 | $154.1M |
| HB Wealth Management, LLC | 0.72% | Add +25.7% | 2,177,912 | $110.9M |
| Wells Fargo & Company | 0.01% | Add +10.1% | 1,481,928 | $75.5M |
| Resonant Capital Advisors, LLC | 4.02% | Add +0.8% | 1,432,023 | $73.1M |
| FMR LLC | 0.00% | Add +0.0% | 1,381,769 | $70.4M |
| JPMorgan Chase & Co. | 0.00% | Add +11.6% | 1,339,176 | $68.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +18.5% | 1,268,731 | $64.7M |
| NorthRock Partners, LLC | 1.02% | Add +14.2% | 1,184,016 | $60.3M |
| Salomon & Ludwin, LLC | 5.28% | Add +1.9% | 1,172,070 | $59.7M |
| Bank of New York Mellon Corp | 0.01% | Add +19.3% | 1,099,786 | $56.0M |
| UBS Group AG | 0.01% | Add +0.9% | 1,048,120 | $53.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.24% | Reduce -3.1% | 1,018,379 | $51.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.4% | 894,113 | $45.5M |
| Corient Private Wealth LP | 0.06% | Add +139.9% | 893,211 | $45.5M |
| Mariner, LLC | 0.05% | Add +12.4% | 888,937 | $45.3M |
| Interchange Capital Partners, LLC | 7.12% | Add +0.2% | 754,000 | $38.4M |
| Weatherly Asset Management L. P. | 2.78% | Add +3.8% | 707,636 | $36.1M |
| Bridgewater Advisors Inc. | 2.28% | Add +5.0% | 689,620 | $35.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -4.3% | 657,456 | $33.5M |
| Flputnam Investment Management Co. | 0.46% | Add +7.8% | 617,884 | $31.5M |
| FSM Wealth Advisors, LLC | 4.29% | Add +2.6% | 615,055 | $31.3M |
| Royal Bank of Canada | 0.01% | Add +27.9% | 591,728 | $30.1M |
| Sage Mountain Advisors LLC | 1.59% | New | 590,000 | $30.1M |
| AlphaCore Capital LLC | 0.67% | Add +17.3% | 582,811 | $29.8M |
| Keybank National Association | 0.10% | Add +30.2% | 533,422 | $27.2M |
| Cerity Partners LLC | 0.04% | Reduce -2.1% | 525,168 | $26.8M |
| Global Wealth Management, LLC | 14.33% | Reduce -1.7% | 522,702 | $26.6M |
| Trust Co | 2.41% | Add +14.5% | 503,857 | $25.7M |
| Focus Partners Wealth | 0.03% | Add +50.3% | 493,519 | $25.2M |
| WCG Wealth Advisors LLC | 0.70% | Add +262.3% | 493,050 | $25.1M |
| HighTower Advisors, LLC | 0.03% | Add +4.1% | 466,576 | $23.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.36% | Add +19.6% | 462,390 | $23.6M |
| CWA Asset Management Group, LLC | 0.81% | Reduce -16.1% | 440,879 | $22.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +76.4% | 433,117 | $22.1M |
| Global Strategic Investment Solutions, LLC | 2.15% | Add +5.4% | 432,204 | $22.0M |
| Integrated Wealth Concepts LLC | 0.25% | Reduce -31.2% | 412,846 | $21.0M |
| Cetera Investment Advisers | 0.02% | Add +45.7% | 392,805 | $20.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +45.3% | 390,535 | $19.9M |
| Captrust Financial Advisors | 0.04% | Add +2.6% | 366,323 | $18.7M |
| Cwm, LLC | 0.05% | Reduce -1.8% | 353,511 | $18.0M |
| TFO Wealth Partners, LLC | 2.61% | Add +438.9% | 342,711 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -35.9% | 337,701 | $17.2M |
| Fiduciary Trust Co | 0.19% | Reduce -17.6% | 329,297 | $16.8M |
| Axxcess Wealth Management, LLC | 0.29% | Add +13.7% | 323,330 | $16.5M |
| Jones Financial Companies LLLP | 0.01% | Add +27.5% | 322,233 | $16.4M |
| Franklin Resources Inc. | 0.00% | Add +10.5% | 319,849 | $16.3M |
| Diversified Portfolios, Inc. | 1.26% | Add +17.3% | 297,129 | $15.1M |
| Auxano Advisors, LLC | 2.95% | Add +0.1% | 293,259 | $14.9M |
| SouthState Bank Corp | 0.65% | Add +6341.9% | 286,731 | $14.6M |
| Lido Advisors, LLC | 0.06% | Reduce -6.6% | 283,816 | $14.5M |
| Capital Asset Advisory Services LLC | 0.58% | Add +14.1% | 281,874 | $14.4M |
| Boothe Investment Group, Inc. | 4.87% | Add +3.8% | 266,990 | $13.6M |
| Rosenberg Matthew Hamilton | 2.80% | Add +4.8% | 265,768 | $13.5M |
| Oak Harvest Investment Services | 1.46% | Add +6.3% | 262,409 | $13.4M |
| NewEdge Advisors, LLC | 0.05% | Add +10.1% | 252,574 | $12.9M |
| Avidian Wealth Enterprises, LLC | 0.46% | Reduce -3.3% | 247,572 | $12.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -7.7% | 246,506 | $12.6M |
| MBM Wealth Consultants, LLC | 2.88% | Reduce -7.5% | 237,529 | $12.1M |
| Dynasty Wealth Management, LLC | 0.12% | New | 233,996 | $11.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -41.1% | 232,838 | $11.9M |
| TD Capital Management LLC | 1.04% | Reduce -6.1% | 230,340 | $11.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 224,544 | $11.4M |
| Principle Wealth Partners LLC | 0.64% | Add +1.3% | 222,970 | $11.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -8.8% | 215,564 | $11.0M |
| Great Valley Advisor Group, Inc. | 0.21% | Add +5.2% | 212,930 | $10.8M |
| Gradient Investments LLC | 0.17% | Add +43.4% | 208,967 | $10.6M |
| Opal Wealth Advisors, LLC | 2.77% | Add +1.3% | 208,448 | $10.6M |
| Simon Quick Advisors, LLC | 0.46% | New | 205,738 | $10.5M |
| Chesley Taft & Associates LLC | 0.41% | Add +22.0% | 201,640 | $10.3M |
| Davidson Investment Advisors | 0.43% | Reduce -20.1% | 201,509 | $10.3M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +21.7% | 192,256 | $9.8M |
| Phoenix Wealth Advisors | 3.66% | Add +1.2% | 186,898 | $9.5M |
| Whitegate Investment Counselors, Inc. | 2.88% | Add +24.5% | 180,770 | $9.2M |
| Citizens Financial Group Inc. | 0.12% | Add +27.4% | 173,479 | $8.9M |
| IF Advisors, LLC | 7.07% | — | 170,850 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +44.5% | 168,696 | $8.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +27.7% | 166,353 | $8.5M |
| Great Point Wealth Advisors, LLC | 1.51% | Add +16.6% | 161,970 | $8.3M |
| Quotient Wealth Partners, LLC | 0.22% | Reduce -4.5% | 160,542 | $8.2M |
| McNamara Financial Services, Inc. | 1.55% | Add +11.8% | 160,095 | $8.2M |
| Tortoise Investment Management, LLC | 0.69% | Reduce -11.5% | 155,119 | $7.9M |
| Elmwood Wealth Management, Inc. | 2.48% | Add +6.0% | 154,332 | $7.9M |
| Farther Finance Advisors, LLC | 0.08% | Add +44.8% | 152,464 | $7.8M |
| Southeast Asset Advisors, LLC | 0.73% | Add +34.1% | 150,610 | $7.7M |
| Insight Advisors, LLC/ PA | 1.14% | Add +9.6% | 147,604 | $7.5M |
| Regions Financial Corp. | 0.05% | Reduce -0.7% | 144,287 | $7.3M |
| Capital Analysts, LLC | 0.20% | Add +9.4% | 143,485 | $7.3M |
| Elequin Capital, LP | 1.10% | Reduce -43.0% | 140,871 | $7.2M |
| Sierra Capital LLC | 0.74% | Add +39.9% | 137,619 | $7.0M |
| Prosperity Consulting Group, LLC | 0.31% | Add +9.1% | 136,298 | $6.9M |
| CENTRAL TRUST Co | 0.13% | Reduce -0.3% | 133,743 | $6.8M |
| Summit Financial, LLC | 0.10% | Reduce -2.3% | 131,096 | $6.7M |
| EP Wealth Advisors, LLC | 0.03% | — | 130,874 | $6.7M |
| Syntegra Private Wealth Group, LLC | 0.60% | Add +21.7% | 129,239 | $6.6M |
| Per Stirling Capital Management, LLC. | 0.74% | Add +7.0% | 128,944 | $6.6M |
| Websterrogers Financial Advisors, LLC | 1.84% | Add +3.9% | 124,583 | $6.3M |
| Valeo Financial Advisors, LLC | 0.14% | New | 121,913 | $6.2M |
| SOL Capital Management CO | 0.55% | Add +0.3% | 119,865 | $6.1M |
"% 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.