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JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

JPMorgan Ultra-Short Municipal ETF logo
$50.78 +0.03 (+0.06%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Number of
Institutional Buyers
(last 12 months)
290
Total
Institutional Inflows
(last 12 months)
$647.54M
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$381.10M
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JMST Institutional Buying and Selling by Quarter

JPMorgan Ultra-Short Municipal ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/3/2024 Boulder Wealth Advisors LLC127,672$6.50M3.5%N/A0.247%
11/27/2024 Franklin Resources Inc.153,837$7.82M0.0%+2.7%0.298%
11/26/2024 Peapack Gladstone Financial Corp60,797$3.10M0.0%-3.1%0.118%
11/25/2024 Synovus Financial Corp112,606$5.74M0.1%+92.5%0.218%
11/25/2024 Tidal Investments LLC8,013$408K0.0%-7.0%0.015%
11/25/2024 World Investment Advisors LLC21,058$1.07M0.0%N/A0.041%
11/25/2024 Sanctuary Advisors LLC64,617$3.29M0.0%+61.1%0.125%
11/18/2024 Sunbelt Securities Inc.9,143$466K0.0%+12.0%0.018%
11/18/2024 GG Group Ventures LLC8,880$451K0.7%-16.6%0.017%
11/15/2024 Clarity Asset Management Inc.46,638$2.38M1.7%+20.0%0.090%
11/15/2024 Continuum Advisory LLC4,280$217K0.0%N/A0.008%
11/15/2024 MML Investors Services LLC74,051$3.77M0.0%-21.5%0.143%
11/15/2024 Legacy Investment Solutions LLC1,183$60K0.0%N/A0.002%
11/15/2024 Orion Portfolio Solutions LLC152,109$7.75M0.2%+8.0%0.294%
11/15/2024 EP Wealth Advisors LLC99,100$5.05M0.0%+16.5%0.192%
11/15/2024 Weaver Consulting Group5,170$263K0.1%N/A0.010%
11/15/2024 Stifel Financial Corp174,776$8.90M0.0%+41.4%0.338%
11/15/2024 IHT Wealth Management LLC17,392$885K0.0%+76.6%0.034%
11/15/2024 HighTower Advisors LLC373,519$19.03M0.0%-1.8%0.722%
11/15/2024 Beacon Investment Advisory Services Inc.103,898$5.29M0.2%+39.9%0.201%
11/15/2024 Benjamin Edwards Inc.9,390$479K0.0%N/A0.018%
11/14/2024 Tradition Wealth Management LLC24,750$1.26M0.1%-12.4%0.048%
11/14/2024 NCM Capital Management LLC9,980$508K0.2%+49.4%0.019%
11/14/2024 Ironwood Investment Counsel LLC35,494$1.81M0.3%-6.0%0.069%
11/14/2024 Captrust Financial Advisors299,542$15.26M0.0%+2.9%0.579%
11/14/2024 Atlantic Union Bankshares Corp4,122$210K0.0%-7.8%0.008%
11/14/2024 Rockefeller Capital Management L.P.14,719$750K0.0%-20.6%0.028%
11/14/2024 Fiduciary Trust Co977,349$49.79M0.7%-20.6%1.890%
11/14/2024 CreativeOne Wealth LLC13,352$680K0.0%+117.2%0.026%
11/13/2024 Freedom Investment Management Inc.41,120$2.10M0.2%+18.6%0.080%
11/13/2024 Townsquare Capital LLC9,815$500K0.0%+29.3%0.019%
11/13/2024 Shum Financial Group Inc.18,519$938K0.8%N/A0.036%
11/13/2024 FMR LLC1,795,778$91.48M0.0%-50.5%3.473%
11/13/2024 Private Trust Co. NA42,337$2.16M0.2%-8.4%0.082%
11/13/2024 Boston Family Office LLC8,989$458K0.0%-7.2%0.017%
11/12/2024 Kingsview Wealth Management LLC16,207$826K0.0%+74.8%0.031%
11/12/2024 Cerity Partners LLC587,673$29.94M0.1%+6.7%1.137%
11/12/2024 Great Valley Advisor Group Inc.373,960$19.05M0.5%+28.5%0.723%
11/12/2024 Nwam LLC13,533$689K0.0%+66.0%0.026%
11/12/2024 Allen Capital Group LLC34,898$1.78M0.2%+103.5%0.068%
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11/12/2024 49 Wealth Management LLC26,822$1.37M0.2%-40.2%0.052%
11/9/2024 LPL Financial LLC1,925,693$98.10M0.0%+9.5%3.725%
11/8/2024 Citizens Financial Group Inc. RI4,697$239K0.0%N/A0.009%
11/8/2024 Thompson Davis & CO. Inc.23,738$1.21M0.9%+13.0%0.046%
11/8/2024 Prospera Financial Services Inc23,605$1.20M0.0%+1.6%0.046%
11/7/2024 Vertex Planning Partners LLC49,841$2.54M0.6%-3.3%0.096%
11/7/2024 MidAtlantic Capital Management Inc.1,565$80K0.1%N/A0.003%
11/7/2024 CAP Partners LLC6,643$338K0.3%+13.4%0.013%
11/7/2024 Thrivent Financial for Lutherans451,352$22.99M0.0%+20.3%0.873%
11/7/2024 Ritter Daniher Financial Advisory LLC DE8,235$419K0.1%-55.6%0.016%
11/6/2024 BCGM Wealth Management LLC100,908$5.14M1.7%-33.6%0.195%
11/6/2024 River Street Advisors LLC590$30K0.0%N/A0.001%
11/6/2024 Vawter Financial Ltd.55,540$2.83M1.7%-9.8%0.107%
11/6/2024 OneDigital Investment Advisors LLC8,179$417K0.0%-10.8%0.016%
11/6/2024 Diversified Portfolios Inc.66,206$3.37M0.4%+112.3%0.128%
11/6/2024 Intelligence Driven Advisers LLC12,208$622K0.1%N/A0.024%
11/6/2024 Main Street Financial Solutions LLC15,735$802K0.1%+33.1%0.030%
11/6/2024 Rossmore Private Capital6,579$335K0.0%-24.1%0.013%
11/5/2024 Encompass Wealth Advisors LLC54,177$2.76M0.7%-5.3%0.105%
11/5/2024 Souders Financial Advisors11,359$579K0.1%+5.8%0.022%
11/5/2024 Aptus Capital Advisors LLC163,063$8.31M0.1%+129.9%0.315%
11/5/2024 Prime Capital Investment Advisors LLC5,649$288K0.0%N/A0.011%
11/5/2024 Savvy Advisors Inc.17,000$866K0.2%-15.5%0.033%
11/5/2024 Apollon Wealth Management LLC7,244$369K0.0%+5.0%0.014%
11/4/2024 Venturi Wealth Management LLC48,162$2.45M0.1%+31.9%0.093%
11/4/2024 Ashton Thomas Securities LLC24,115$1.23M0.2%-4.1%0.047%
11/4/2024 1900 Wealth Management LLC43,914$2.23M0.2%+32.2%0.085%
11/4/2024 Tyler Stone Wealth Management11,218$571K0.1%+43.8%0.022%
11/4/2024 Axxcess Wealth Management LLC141,675$7.22M0.2%+54.1%0.274%
11/4/2024 Sigma Planning Corp12,200$621K0.0%+9.4%0.024%
11/1/2024 Atria Investments Inc34,326$1.75M0.0%+4.6%0.066%
11/1/2024 Essex Savings Bank6,319$322K0.1%+4.6%0.012%
11/1/2024 Klingman & Associates LLC34,723$1.77M0.1%-8.9%0.067%
11/1/2024 Galvin Gaustad & Stein LLC42,107$2.15M0.2%-7.8%0.081%
11/1/2024 Able Wealth Management LLC22,743$1.16M0.9%-13.5%0.044%
11/1/2024 CWA Asset Management Group LLC390,863$19.91M1.1%N/A0.756%
11/1/2024 Sonata Capital Group Inc.10,422$531K0.2%N/A0.020%
11/1/2024 SFG Wealth Management LLC.19,109$973K0.5%N/A0.037%
11/1/2024 Philip James Wealth Mangement LLC27,160$1.38M0.2%+282.3%0.053%
11/1/2024 Presidio Capital Management LLC12,926$658K0.4%+9.8%0.025%
10/31/2024 NavPoint Financial Inc.20,819$1.06M0.9%-30.4%0.040%
10/31/2024 Global Strategic Investment Solutions LLC513,277$26.15M3.1%-4.3%0.993%
10/31/2024 Woodmont Investment Counsel LLC20,054$1.02M0.1%+25.4%0.039%
10/31/2024 Bridgewater Advisors Inc.500,517$25.44M2.7%+12.0%0.968%
10/31/2024 Walkner Condon Financial Advisors LLC15,404$785K0.2%-15.7%0.030%
10/31/2024 Concurrent Investment Advisors LLC4,929$251K0.0%-86.3%0.010%
10/30/2024 Avidian Wealth Enterprises LLC43,584$2.22M0.1%-30.8%0.084%
10/30/2024 NorthRock Partners LLC150,480$7.67M0.7%+2,344.8%0.291%
10/30/2024 Capital Management Corp VA73,594$3.75M0.7%-7.3%0.142%
10/30/2024 United Advisor Group LLC19,846$1.01M0.2%+14.9%0.038%
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10/30/2024 James J. Burns & Company LLC19,518$995K0.2%-64.4%0.038%
10/30/2024 FSM Wealth Advisors LLC593,698$30.24M8.0%+676.0%1.148%
10/30/2024 Legacy CG LLC95,035$4.84M1.6%+6.2%0.184%
10/30/2024 PDS Planning Inc107,470$5.48M0.5%-18.5%0.208%
10/29/2024 Harbour Investment Management LLC32,470$1.65M0.7%+86.9%0.063%
10/29/2024 Confluence Wealth Services Inc.9,300$474K0.0%+5.7%0.018%
10/29/2024 Princeton Global Asset Management LLC21,721$1.11M0.2%+1,141.2%0.042%
10/29/2024 Key Financial Inc2,116$108K0.0%+65.6%0.004%
10/29/2024 Farther Finance Advisors LLC15,790$804K0.0%+3,340.1%0.031%
10/29/2024 Weatherly Asset Management L. P.590,349$30.07M2.6%+6.6%1.142%
(Data available from 1/1/2016 forward)

JMST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMST shares?

During the previous two years, 491 institutional investors and hedge funds held shares of JPMorgan Ultra-Short Municipal ETF. The most heavily invested institutionals were Bank of America Corp DE ($272.79M), LPL Financial LLC ($98.10M), FMR LLC ($91.48M), Northwestern Mutual Wealth Management Co. ($88.52M), Fiduciary Trust Co. ($61.62M), Resonant Capital Advisors LLC ($58.59M), and Salomon & Ludwin LLC ($51.94M).Learn more on JMST's institutional investors.

Which institutional investors have been buying JPMorgan Ultra-Short Municipal ETF stock?

Of the 415 institutional investors that purchased JPMorgan Ultra-Short Municipal ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.23M), Northwestern Mutual Wealth Management Co. ($1.15M), Salomon & Ludwin LLC ($1.02M), CWA Asset Management Group LLC ($824.09K), Resonant Capital Advisors LLC ($781.84K), Cliftonlarsonallen Wealth Advisors LLC ($673.33K), and Wells Fargo & Company MN ($652.04K).

How much institutional buying is happening at JPMorgan Ultra-Short Municipal ETF?

Institutional investors have bought a total of 27,253,154 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Which JPMorgan Ultra-Short Municipal ETF major shareholders have been selling company stock?

Of the 314 institutional investors that sold JPMorgan Ultra-Short Municipal ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($6.99M), FMR LLC ($1.83M), HB Wealth Management LLC ($1.05M), Slow Capital Inc. ($802.59K), Klingman & Associates LLC ($656.65K), Envestnet Asset Management Inc. ($577.79K), and Sequoia Financial Advisors LLC ($560.74K).

How much institutional selling is happening at JPMorgan Ultra-Short Municipal ETF?

Institutional investors have sold a total of 24,288,902 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.



This page (BATS:JMST) was last updated on 12/22/2024 by MarketBeat.com Staff
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