Who Owns JPMorgan Ultra-Short Municipal Income ETF (JMST)?Hedge Fund & Institutional Holders

$51.02+0.01 (+0.01%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.173351115400011e+245T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$50.52$50.67$50.83$50.98$51.13Sep 24Jun 25Mar 26

JMST — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
HB Wealth Management, LLCNew Position+2.2M+$110.9M
Resonant Capital Advisors, LLCNew Position+1.4M+$73.1M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.3M+$64.7M
Salomon & Ludwin, LLCNew Position+1.2M+$59.7M
Bank of New York Mellon CorpNew Position+1.1M+$55.0M
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+1.0M+$51.9M
WEATHERLY ASSET MANAGEMENT L. P.New Position+708K+$36.1M
FSM Wealth Advisors, LLCNew Position+615K+$31.3M
Sage Mountain Advisors LLCNew Position+590K+$30.1M
KEYBANK NATIONAL ASSOCIATION/OHNew Position+533K+$27.2M
Global Wealth Management, LLCNew Position+523K+$26.6M
Cerity Partners LLCNew Position+525K+$26.0M
CWA Asset Management Group, LLCNew Position+441K+$22.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+391K+$19.0M
CWM, LLCNew Position+354K+$18.0M

JMST — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3.7M-$192.9B
RAYMOND JAMES FINANCIAL INCDecreased-12K-$46.2B
OSAIC HOLDINGS, INC.Decreased-29K-$35.0B
Integrated Wealth Concepts LLCDecreased-187K-$30.6B
FIDUCIARY TRUST CODecreased-71K-$20.4B
Lido Advisors, LLCDecreased-20K-$15.5B
Private Advisor Group, LLCDecreased-21K-$13.6B
MY Wealth Management Inc.Decreased-130K-$12.7B
Elequin Capital, LPDecreased-106K-$12.6B
Rockefeller Capital Management L.P.Decreased-21K-$12.0B
STIFEL FINANCIAL CORPDecreased-186-$11.5B
Sunflower Bank, N.A.Decreased-184K-$10.5B
Tortoise Investment Management, LLCDecreased-20K-$8.9B
One Capital Management, LLCDecreased-75K-$8.7B
Quotient Wealth Partners, LLCDecreased-7K-$8.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC230,340$11.7B1.04%Share
2LPL Financial LLC3,024,296$154.0M0.04%Share
3HB Wealth Management, LLC2,177,912$110.9M0.72%Share
4BANK OF AMERICA CORP /DE/1,872,852$95.0M0.01%Share
5Resonant Capital Advisors, LLC1,432,023$73.1M4.02%Share
6FMR LLC1,381,769$70.0M0.00%Share
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,268,731$64.7M0.09%Share
8NorthRock Partners, LLC1,184,016$60.0M1.01%Share
9Salomon & Ludwin, LLC1,172,070$59.7M5.28%Share
10BANK OF AMERICA CORP /DE/1,118,625$56.0M0.00%Share
11Bank of New York Mellon Corp1,071,114$54.0M0.01%Share
12UBS Group AG1,047,829$53.4M0.01%Share
13GRIMES & Co WEALTH MANAGEMENT, LLC1,018,379$51.9M1.24%Share
14BANK OF AMERICA CORP /DE/963,806$49.0M0.00%Share
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO100,765$45.7M0.03%Share
16Corient Private Wealth LLC893,211$45.5M0.06%Share
17WELLS FARGO & COMPANY/MN834,694$42.0M0.01%Share
18Interchange Capital Partners, LLC754,000$38.4M7.12%Share
19WEATHERLY ASSET MANAGEMENT L. P.707,636$36.1M2.78%Share
20Bridgewater Advisors Inc.689,620$35.2M2.28%Share
21WELLS FARGO & COMPANY/MN647,234$32.0M0.01%Share
22FSM Wealth Advisors, LLC615,055$31.3M4.29%Share
23FLPUTNAM INVESTMENT MANAGEMENT CO617,884$31.0M0.45%Share
24Sage Mountain Advisors LLC590,000$30.1M1.59%Share
25JPMORGAN CHASE & CO604,818$30.0M0.00%Share
26AlphaCore Capital LLC582,811$29.0M0.65%Share
27KEYBANK NATIONAL ASSOCIATION/OH533,422$27.2M0.10%Share
28OSAIC HOLDINGS, INC.546,796$27.0M0.04%Share
29RAYMOND JAMES FINANCIAL INC537,531$27.0M0.01%Share
30Global Wealth Management, LLC522,702$26.6M14.33%Share
31Cerity Partners LLC521,668$26.0M0.04%Share
32Trust Co503,857$25.7M2.41%Share
33WCG Wealth Advisors LLC493,050$25.1M0.70%Share
34Focus Partners Wealth493,519$25.0M0.03%Share
35JPMORGAN CHASE & CO505,871$25.0M0.00%Share
36Mariner, LLC477,715$24.0M0.03%Share
37CLIFTONLARSONALLEN WEALTH ADVISORS, LLC462,390$23.6M0.36%Share
38ROYAL BANK OF CANADA470,304$23.0M0.00%Share
39HighTower Advisors, LLC466,576$23.0M0.03%Share
40CWA Asset Management Group, LLC440,879$22.5M0.81%Share
41Global Strategic Investment Solutions, LLC432,204$22.0M2.15%Share
42Cambridge Investment Research Advisors, Inc.433,117$22.0M0.06%Share
43Integrated Wealth Concepts LLC412,846$21.0M0.25%Share
44AXXCESS WEALTH MANAGEMENT, LLC406,612$20.7M0.08%Share
45Cetera Investment Advisers392,805$20.0M0.02%Share
46ENVESTNET ASSET MANAGEMENT INC390,535$19.0M0.01%Share
47CWM, LLC353,511$18.0M0.05%Share
48CAPTRUST FINANCIAL ADVISORS366,323$18.0M0.03%Share
49TFO Wealth Partners, LLC342,711$17.5M2.61%Share
50RAYMOND JAMES FINANCIAL INC337,695$17.0M0.01%Share

JMST Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025533$14.9B+262
Q3 2025271$1.9T-195
Q2 2025466$2.6T-11
Q1 2025477$2.5T+122
Q4 2024355$283.6T+85
Q3 2024270$971.1T+1
Q2 2024269$960.4T+27
Q1 2024242$924.8T—

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As of Q4 2025, 50 institutional investors hold JMST (JPMorgan Ultra-Short Municipal Income ETF). The largest holder is TD Capital Management LLC with $11.7B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own JMST?

As of Q4 2025, 50 institutional investors report holding JMST (JPMorgan Ultra-Short Municipal Income ETF) in their 13F filings.

Who is the largest institutional holder of JMST?

The largest institutional holder of JMST is TD Capital Management LLC with $11.7B in shares.

Is institutional ownership of JMST increasing or decreasing?

This quarter, 15 institutions opened new positions in JMST and 0 closed their positions.