JPM Ultra-Short Muni IncomeJMSTETF
13F holders, Q1 2026 (March 31)556holders +9
46new positions
34sold out
2famous investors
$50.05avg. 13F price*
At the end of Q1 2026, 556 institutions reported holding JPM Ultra-Short Muni Income (JMST) in their 13F filings, up 9 from Q4 2025. 46 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($213.3M), Northwestern Mutual Wealth Management Co. ($197.6M) and LPL Financial LLC ($157.0M). 2 famous investors held it, including 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 2026)
- CUSIP
- 46641Q654
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $74.8M |
| Exits | 34 | $25.2M |
All 13F filers, Q4 2025 → Q1 2026: 9,010,317 shares bought and 5,614,622 shares sold, net +3,395,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| Bank of America Corp. | 0.02% | Add +5.8% | 4,184,621 | $213.3M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Reduce -2.5% | 3,875,844 | $197.6M |
| LPL Financial LLC | 0.04% | Add +1.8% | 3,079,282 | $157.0M |
| HB Wealth Management, LLC | 0.84% | Add +17.2% | 2,551,982 | $130.1M |
| Resonant Capital Advisors, LLC | 4.60% | Add +20.1% | 1,719,248 | $87.6M |
| Wells Fargo & Company | 0.02% | Add +4.7% | 1,552,212 | $79.1M |
| NorthRock Partners, LLC | 1.23% | Add +26.0% | 1,491,349 | $76.0M |
| FMR LLC | 0.00% | Add +0.0% | 1,382,387 | $70.5M |
| Bank of New York Mellon Corp | 0.01% | Add +14.7% | 1,261,630 | $64.3M |
| Salomon & Ludwin, LLC | 5.44% | Add +1.5% | 1,189,881 | $60.9M |
| UBS Group AG | 0.01% | Reduce -1.2% | 1,035,898 | $52.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.4% | 985,111 | $50.2M |
| Raymond James Financial Inc. | 0.01% | Add +5.5% | 942,824 | $48.1M |
| Mariner, LLC | 0.05% | Reduce -0.1% | 887,995 | $45.3M |
| Corient Private Wealth LP | 0.06% | Reduce -1.1% | 883,843 | $45.1M |
| Cwm, LLC | 0.10% | Add +121.1% | 781,688 | $39.9M |
| AlphaCore Capital LLC | 0.93% | Add +32.0% | 769,357 | $39.2M |
| Weatherly Asset Management L. P. | 3.00% | Add +2.7% | 726,586 | $37.0M |
| Osaic Holdings, Inc. | 0.05% | Add +9.6% | 720,781 | $36.7M |
| Flputnam Investment Management Co. | 0.49% | Add +5.0% | 648,605 | $33.1M |
| Royal Bank of Canada | 0.01% | Add +8.9% | 644,321 | $32.8M |
| Cerity Partners LLC | 0.05% | Add +22.4% | 642,610 | $32.8M |
| Bridgewater Advisors Inc. | 1.90% | Reduce -9.0% | 627,358 | $31.9M |
| Integrated Wealth Concepts LLC | 0.25% | Add +48.5% | 613,082 | $31.3M |
| Sage Mountain Advisors LLC | 1.95% | Reduce -7.4% | 546,566 | $27.9M |
| CWA Asset Management Group, LLC | 0.95% | Add +23.0% | 542,113 | $27.6M |
| Keybank National Association | 0.10% | Add +0.4% | 535,783 | $27.3M |
| HighTower Advisors, LLC | 0.03% | Add +14.1% | 532,314 | $27.1M |
| WCG Wealth Advisors LLC | 0.75% | Add +6.7% | 525,958 | $26.8M |
| Global Wealth Management, LLC | 14.53% | Add +0.0% | 522,708 | $26.6M |
| Trust Co | 2.49% | Add +3.3% | 520,494 | $26.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Add +10.6% | 511,534 | $26.1M |
| Citadel Advisors | 0.02% | New | 507,100 | $25.9M |
| FSM Wealth Advisors, LLC | 3.13% | Reduce -22.4% | 477,125 | $24.3M |
| TFO Wealth Partners, LLC | 3.17% | Add +33.6% | 457,941 | $23.3M |
| Focus Partners Wealth | 0.03% | Reduce -8.1% | 453,805 | $23.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.1% | 432,829 | $22.1M |
| Global Strategic Investment Solutions, LLC | 2.11% | Reduce -2.6% | 420,940 | $21.5M |
| Jones Financial Companies LLLP | 0.01% | Add +30.5% | 420,648 | $21.4M |
| Cetera Investment Advisers | 0.02% | Add +5.0% | 412,268 | $21.0M |
| Franklin Resources Inc. | 0.01% | Add +23.4% | 394,694 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -69.0% | 393,842 | $20.1M |
| Axxcess Wealth Management, LLC | 0.63% | Add +18.5% | 383,264 | $19.5M |
| Captrust Financial Advisors | 0.03% | Add +4.4% | 382,502 | $19.5M |
| Dynasty Wealth Management, LLC | 0.16% | Add +57.6% | 368,775 | $18.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.0% | 361,254 | $18.4M |
| Capital Asset Advisory Services LLC | 0.68% | Add +23.8% | 348,929 | $17.8M |
| Bailard, Inc. | 0.39% | Add +620.4% | 336,927 | $17.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +53.0% | 329,726 | $16.8M |
| SouthState Bank Corp | 0.78% | Add +14.1% | 327,256 | $16.7M |
| Fiduciary Trust Co | 0.19% | Reduce -4.0% | 316,114 | $16.1M |
| Prime Capital Investment Advisors, LLC | 0.17% | New | 285,841 | $14.6M |
| Lido Advisors, LLC | 0.06% | Reduce -1.6% | 279,354 | $14.2M |
| Boothe Investment Group, Inc. | 4.55% | Add +3.9% | 277,346 | $14.1M |
| Gradient Investments LLC | 0.22% | Add +30.4% | 272,448 | $13.9M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +41.6% | 272,195 | $13.9M |
| NewEdge Advisors, LLC | 0.05% | Add +7.6% | 271,881 | $13.9M |
| Oak Harvest Investment Services | 1.44% | Add +3.1% | 270,542 | $13.8M |
| Rosenberg Matthew Hamilton | 2.82% | Add +1.4% | 269,504 | $13.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +9.9% | 255,839 | $13.0M |
| Auxano Advisors, LLC | 2.58% | Reduce -13.5% | 253,636 | $12.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.2% | 253,097 | $12.9M |
| Stifel Financial Corp. | 0.01% | Add +11.0% | 249,208 | $12.7M |
| Great Valley Advisor Group, Inc. | 0.23% | Add +16.4% | 247,802 | $12.6M |
| Avidian Wealth Enterprises, LLC | 0.40% | Reduce -0.6% | 246,195 | $12.6M |
| Diversified Portfolios, Inc. | 1.02% | Reduce -18.3% | 242,886 | $12.4M |
| Private Advisor Group, LLC | 0.06% | Reduce -3.7% | 237,459 | $12.1M |
| MBM Wealth Consultants, LLC | 2.77% | Reduce -0.4% | 236,555 | $12.1M |
| Chesley Taft & Associates LLC | 0.49% | Add +14.0% | 229,810 | $11.7M |
| Principle Wealth Partners LLC | 0.65% | Add +0.3% | 223,726 | $11.4M |
| TD Capital Management LLC | 1.01% | Reduce -4.5% | 219,850 | $11.2M |
| Interchange Capital Partners, LLC | 3.52% | Reduce -71.0% | 218,999 | $11.1M |
| Opal Wealth Advisors, LLC | 2.51% | Add +4.6% | 217,995 | $11.1M |
| Davidson Investment Advisors | 0.48% | Add +7.6% | 216,831 | $11.1M |
| Simon Quick Advisors, LLC | 0.48% | Add +0.6% | 207,029 | $10.6M |
| Phoenix Wealth Advisors | 4.13% | Add +9.7% | 204,966 | $10.4M |
| Farther Finance Advisors, LLC | 0.10% | Add +33.1% | 202,942 | $10.3M |
| Summit Financial, LLC | 0.13% | Add +49.5% | 196,039 | $10.0M |
| Boulder Wealth Advisors, LLC | 3.92% | Add +134.2% | 192,536 | $9.8M |
| Regions Financial Corp. | 0.06% | Add +26.2% | 182,064 | $9.3M |
| Citizens Financial Group Inc. | 0.12% | Add +1.3% | 175,659 | $9.0M |
| Red Door Wealth Management, LLC | 0.93% | Add +1092.2% | 175,198 | $8.9M |
| Whitegate Investment Counselors, Inc. | 2.82% | Reduce -3.7% | 174,007 | $8.9M |
| McNamara Financial Services, Inc. | 1.59% | Add +2.6% | 164,302 | $8.4M |
| Aspen Wealth Management LLC | 1.67% | Add +64.6% | 164,010 | $8.4M |
| Valeo Financial Advisors, LLC | 0.20% | Add +34.3% | 163,712 | $8.3M |
| Great Point Wealth Advisors, LLC | 1.53% | Add +0.6% | 162,955 | $8.3M |
| IF Advisors, LLC | 5.69% | Reduce -7.5% | 158,000 | $8.1M |
| Vertex Planning Partners, LLC | 1.55% | Add +86.8% | 156,400 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +47.1% | 148,951 | $7.6M |
| Syntegra Private Wealth Group, LLC | 0.72% | Add +14.5% | 147,968 | $7.5M |
| Elmwood Wealth Management, Inc. | 2.08% | Reduce -4.6% | 147,221 | $7.5M |
| Per Stirling Capital Management, LLC. | 0.82% | Add +12.9% | 145,632 | $7.4M |
| Quotient Wealth Partners, LLC | 0.19% | Reduce -10.8% | 143,283 | $7.3M |
| Southeast Asset Advisors, LLC | 0.80% | Reduce -4.9% | 143,242 | $7.3M |
| Apex Wealth Management, LLC | 4.96% | Add +366.9% | 141,714 | $7.2M |
| CENTRAL TRUST Co | 0.14% | Add +5.1% | 140,579 | $7.2M |
| Capital Advisors Wealth Management, LLC | 0.95% | Add +37.1% | 138,983 | $7.1M |
| Sierra Capital LLC | 0.76% | No change | 137,619 | $7.0M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -20.8% | 131,763 | $6.7M |
"% 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.