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JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

JPMorgan Ultra-Short Municipal ETF logo
$50.62 -0.15 (-0.29%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Number of
Institutional Buyers
(last 12 months)
346
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$396.79M
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JMST Institutional Buying and Selling by Quarter

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JPMorgan Ultra-Short Municipal ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Sterling Financial Group Inc.66,275$3.37M1.2%+567.4%0.097%
4/16/2025Fortitude Family Office LLC6,202$315K0.1%N/A0.009%
4/15/2025Yarger Wealth Strategies LLC16,440$836K0.5%+1.9%0.024%
4/15/2025Paladin Advisory Group LLC56,262$2.86M2.3%+75.9%0.082%
4/15/2025Baker Ellis Asset Management LLC28,800$1.46M0.2%+9.5%0.042%
4/15/2025Skyline Advisors Inc.38,940$1.98M0.8%-2.8%0.057%
4/15/2025Alpha Omega Wealth Management LLC29,332$1.49M0.3%+126.1%0.043%
4/15/2025Transform Wealth LLC108,104$5.50M0.3%-65.3%0.158%
4/15/2025Focus Financial Network Inc.51,681$2.63M0.1%-2.7%0.076%
4/15/2025Integrated Advisors Network LLC49,256$2.51M0.1%-1.8%0.072%
4/15/2025West Paces Advisors Inc.1,065$54K0.0%-52.5%0.002%
4/15/2025 GAMMA Investing LLC18,283$930K0.1%+6.1%0.027%
4/15/2025Wealthcare Advisory Partners LLC63,158$3.21M0.1%+11.1%0.092%
4/15/2025Signet Financial Management LLC72,865$3.71M0.5%-3.3%0.106%
4/14/2025 Farther Finance Advisors LLC17,360$883K0.0%+53.1%0.025%
4/14/2025 NewSquare Capital LLC25,115$1.28M0.1%+12.7%0.037%
4/14/2025 McCarthy & Cox8,406$427K0.2%+35.7%0.012%
4/14/2025 Priebe Wealth Holdings LLC9,380$477K0.3%-60.6%0.014%
4/14/2025 Park Avenue Securities LLC29,213$1.49M0.0%N/A0.043%
4/14/2025 Global Wealth Management LLC516,882$26.28M15.2%+30.7%0.755%
4/14/2025 Lpwm LLC71,965$3.66M1.2%+40.1%0.105%
4/14/2025 NavPoint Financial Inc.41,746$2.12M1.5%+29.5%0.061%
4/14/2025 Perennial Advisors LLC76,011$3.87M0.8%-5.7%0.111%
4/14/2025 LexAurum Advisors LLC5,791$294K0.1%N/A0.008%
4/14/2025 Sunflower Bank N.A.207,686$10.56M3.0%+8.6%0.303%
4/11/2025 Principia Wealth Advisory LLC1,859$94K0.1%N/A0.003%
4/11/2025 Princeton Global Asset Management LLC56,028$2.85M0.6%+141.1%0.081%
4/11/2025 Intergy Private Wealth LLC16,117$820K0.3%-3.2%0.023%
4/11/2025 Impact Capital Partners LLC14,917$759K0.3%-12.9%0.021%
4/11/2025 McNamara Financial Services Inc.125,750$6.39M1.4%+7.6%0.181%
4/11/2025 Sandbox Financial Partners LLC49,189$2.50M0.9%+2.7%0.071%
4/11/2025 Insight Advisors LLC PA114,312$5.81M1.0%+4.5%0.164%
4/11/2025 Adamsbrown Wealth Consultants LLC53,090$2.70M0.8%-1.4%0.076%
4/11/2025 Enclave Advisors LLC10,643$541K0.1%+2.2%0.015%
4/10/2025 Chesley Taft & Associates LLC132,710$6.75M0.3%+13.3%0.191%
4/10/2025 Lifestyle Asset Management Inc.8,879$451K0.2%+104.1%0.013%
4/10/2025 Leverty Financial Group LLC19,043$968K0.4%N/A0.027%
4/10/2025 Wealth Alliance Advisory Group LLC99,855$5.08M1.1%+15.9%0.143%
4/10/2025 Richard P Slaughter Associates Inc70,738$3.60M0.8%+130.1%0.102%
4/10/2025 Smith Anglin Financial LLC108,470$5.52M0.6%-6.0%0.156%
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4/9/2025 Kwmg LLC30,795$1.57M0.2%-3.9%0.044%
4/9/2025 RFG Advisory LLC9,431$480K0.0%-33.0%0.014%
4/9/2025 Capital Asset Advisory Services LLC147,072$7.46M0.4%+18.9%0.211%
4/9/2025 Fulton Bank N.A.34,956$1.78M0.1%+12.6%0.050%
4/9/2025 Flagstar Advisors Inc.4,923$250K0.1%N/A0.007%
4/9/2025 Gradient Investments LLC49,243$2.50M0.1%N/A0.071%
4/9/2025 Graves Light Lenhart Wealth Inc.61,611$3.13M0.4%+14.5%0.089%
4/9/2025 IMZ Advisory Inc101,698$5.17M2.3%-0.3%0.146%
4/9/2025 Websterrogers Financial Advisors LLC122,866$6.25M2.1%-0.8%0.177%
4/8/2025 Aletheian Wealth Advisors LLC5,573$283K0.2%+15.9%0.008%
4/8/2025 Presidio Capital Management LLC15,349$780K0.3%+91.4%0.022%
4/8/2025 Marion Wealth Management9,842$500K0.1%+28.1%0.014%
4/8/2025 Beese Fulmer Investment Management Inc.14,945$760K0.1%+67.1%0.021%
4/8/2025 James J. Burns & Company LLC11,103$565K0.1%-15.0%0.016%
4/8/2025 Parallel Advisors LLC43,794$2.23M0.0%+379.0%0.063%
4/7/2025 GAMMA Investing LLC929,691$47.28M0.0%+5,296.4%1.336%
4/7/2025 AdvisorNet Financial Inc9,394$478K0.0%-24.1%0.013%
4/4/2025 Legacy Private Trust Co.105,349$5.36M0.4%+21.9%0.151%
4/3/2025 First Citizens Financial Corp10,166$517K0.3%-22.6%0.015%
3/17/2025Wealth Enhancement Advisory Services LLC316,817$16.07M0.0%+213.9%0.468%
3/17/2025Members Wealth LLC8,305$422K0.3%N/A0.012%
2/27/2025Skyline Advisors Inc.40,082$2.03M0.8%-27.4%0.061%
2/25/2025Chokshi & Queen Wealth Advisors Inc6,245$317K0.2%N/A0.010%
2/24/2025Great Valley Advisor Group Inc.409,581$20.77M0.5%+9.5%0.623%
2/24/2025United Advisor Group LLC24,499$1.24M0.2%+23.4%0.037%
2/21/2025 Perennial Advisors LLC80,591$4.09M0.9%N/A0.123%
2/20/2025Castlekeep Investment Advisors LLC109,162$5.54M0.9%N/A0.166%
2/19/2025WCG Wealth Advisors LLC137,068$6.95M0.5%+0.3%0.209%
2/18/202549 Wealth Management LLC17,617$893K0.1%-34.3%0.034%
2/18/2025Novem Group9,320$473K0.1%N/A0.018%
2/18/2025NCM Capital Management LLC18,480$937K0.4%+85.2%0.036%
2/17/2025Vista Investment Management12,458$632K0.2%-17.5%0.024%
2/17/2025Waverly Advisors LLC10,146$515K0.0%+10.4%0.020%
2/17/2025Royal Bank of Canada363,135$18.42M0.0%+6.0%0.702%
2/17/2025Quadcap Wealth Management LLC7,387$375K0.1%+63.0%0.014%
2/17/2025NorthRock Partners LLC687,064$34.84M1.1%+356.6%1.329%
2/17/2025MJP Associates Inc. ADV355,550$18.03M3.2%-6.3%0.688%
2/17/2025Focus Partners Wealth491,492$24.93M0.1%+51.7%0.951%
2/17/2025Fairview Capital Investment Management LLC72,625$3.68M0.2%+3.1%0.140%
2/17/2025Fiduciary Trust Co682,936$34.63M0.5%-30.1%1.321%
2/17/2025Clarity Asset Management Inc.47,522$2.41M1.6%+1.9%0.092%
2/17/2025EP Wealth Advisors LLC88,053$4.47M0.0%-11.1%0.170%
2/17/2025Cresset Asset Management LLC7,226$367K0.0%-85.9%0.014%
2/17/2025Cetera Investment Advisers146,609$7.44M0.0%-18.3%0.284%
2/17/2025BOKF NA108,441$5.50M0.1%-5.5%0.210%
2/17/2025Captrust Financial Advisors223,169$11.32M0.0%-25.5%0.432%
2/17/2025Cary Street Partners Financial LLC672$34K0.0%N/A0.001%
2/17/2025Castlekeep Investment Advisors LLC5,535,605$280.71M1.8%N/A10.707%
2/17/2025Beverly Hills Private Wealth LLC4,409$224K0.0%-38.8%0.009%
2/17/2025Bank of America Corp DE2,933,050$148.74M0.0%-1.6%5.673%
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2/17/2025Benjamin Edwards Inc.7,763$394K0.0%-17.3%0.015%
2/17/2025BNP Paribas Financial Markets51,522$2.61M0.0%N/A0.100%
2/17/2025Ancora Advisors LLC34,358$1.74M0.0%-24.0%0.066%
2/17/2025Aptus Capital Advisors LLC165,675$8.40M0.1%+1.6%0.320%
2/17/2025Apex Wealth Management LLC55,922$2.84M2.4%N/A0.108%
2/14/2025West Paces Advisors Inc.2,240$114K0.0%+28.7%0.004%
2/14/2025Mercer Global Advisors Inc. ADV125,521$6.37M0.0%+8.4%0.243%
2/14/2025FAS Wealth Partners Inc.19,526$990K0.1%+6.1%0.038%
2/14/2025GG Group Ventures LLC8,589$436K0.6%-3.3%0.017%
2/14/2025Comerica Bank6,000$304K0.0%+9.1%0.012%
(Data available from 1/1/2016 forward)

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JMST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMST shares?

During the previous two years, 535 institutional investors and hedge funds held shares of JPMorgan Ultra-Short Municipal ETF. The most heavily invested institutionals were Bank of America Corp DE ($148.74M), LPL Financial LLC ($118.07M), FMR LLC ($93.18M), Northwestern Mutual Wealth Management Co. ($88.52M), Fiduciary Trust Co. ($61.62M), Resonant Capital Advisors LLC ($59.51M), and Salomon & Ludwin LLC ($52.11M).Learn more on JMST's institutional investors.

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

Of the 458 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: Castlekeep Investment Advisors LLC ($5.64M), LPL Financial LLC ($1.11M), Salomon & Ludwin LLC ($1.03M), GAMMA Investing LLC ($930.75K), Raymond James Financial Inc. ($876.72K), Bailard Inc. ($858.25K), and NorthRock Partners LLC ($680.91K).

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

Institutional investors have bought a total of 33,833,626 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

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

Of the 328 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: FMR LLC ($1.83M), Slow Capital Inc. ($802.59K), Envestnet Asset Management Inc. ($745.95K), Klingman & Associates LLC ($671.17K), Sequoia Financial Advisors LLC ($560.74K), Fiduciary Trust Co ($548.61K), and Global Strategic Investment Solutions LLC ($500.90K).

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

Institutional investors have sold a total of 16,326,084 shares in the last 24 months. This volume of shares sold represents approximately $828.60M in transactions.


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This page (BATS:JMST) was last updated on 4/16/2025 by MarketBeat.com Staff
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