Free Trial

JPMorgan Ultra-Short Municipal ETF (JMST) Institutional Ownership

→ The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad)
Free JMST Stock Alerts
$50.70
0.00 (0.00%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
247
Total
Institutional Inflows
(last 12 months)
$472.63M
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$367.24M
Get JMST Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Ultra-Short Municipal ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JMST Institutional Buying and Selling by Quarter

JPMorgan Ultra-Short Municipal ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Clear Point Advisors Inc.37,667$1.91M1.6%-2.4%0.073%
5/16/2024 Ancora Advisors LLC26,586$1.35M0.0%+4.6%0.051%
5/16/2024 Vawter Financial Ltd.64,492$3.27M2.4%-20.1%0.125%
5/16/2024 Captrust Financial Advisors344,896$17.50M0.1%-6.2%0.667%
5/15/2024 SVB Wealth LLC104,379$5.30M0.1%-13.4%0.202%
5/15/2024 Evergreen Wealth Solutions LLC27,571$1.40M1.0%-37.9%0.053%
5/15/2024 Fairview Capital Investment Management LLC55,725$2.83M0.2%-11.1%0.108%
5/15/2024 BOKF NA10,566$535K0.0%N/A0.020%
5/14/2024 Axxcess Wealth Management LLC87,190$4.42M0.1%+57.0%0.169%
5/14/2024 EP Wealth Advisors LLC82,325$4.18M0.0%-18.8%0.159%
5/14/2024 CreativeOne Wealth LLC7,403$376K0.0%N/A0.014%
5/13/2024 Bessemer Group Inc.4,120$209K0.0%N/A0.008%
5/11/2024 Ironwood Investment Counsel LLC32,795$1.66M0.3%-40.4%0.064%
5/10/2024 Osaic Holdings Inc.382,724$19.42M0.0%-3.3%0.742%
5/10/2024 Capital Management Corp VA89,866$4.56M0.9%-0.5%0.174%
5/10/2024 First Foundation Advisors46,152$2.34M0.1%-47.7%0.090%
5/10/2024 Nwam LLC10,283$521K0.0%-50.3%0.020%
5/9/2024 Blair William & Co. IL3,650$185K0.0%-10.4%0.007%
5/9/2024 Orion Portfolio Solutions LLC148,216$7.52M0.1%-7.2%0.288%
5/9/2024 Beacon Investment Advisory Services Inc.100,595$5.10M0.2%-15.0%0.195%
5/9/2024 BHK Investment Advisors LLC6,000$304K0.1%N/A0.012%
5/9/2024 Koshinski Asset Management Inc.6,306$320K0.0%N/A0.012%
5/8/2024 Paladin Advisory Group LLC33,395$1.69M1.3%+9.7%0.065%
5/8/2024 Avantax Advisory Services Inc.81,192$4.12M0.0%+32.1%0.158%
5/8/2024 Williams Jones Wealth Management LLC.9,040$459K0.0%N/A0.018%
5/7/2024 Concurrent Investment Advisors LLC8,337$423K0.0%+27.1%0.016%
5/7/2024 Significant Wealth Partners LLC6,889$350K0.2%N/A0.013%
5/7/2024 PFG Advisors6,993$355K0.0%+3.8%0.014%
5/7/2024 Guardian Asset Advisors LLC4,231$215K0.2%-33.3%0.008%
5/7/2024 Insight Advisors LLC PA36,340$1.84M0.4%+322.0%0.070%
5/6/2024 CFO4Life Group LLC231,508$11.75M2.1%+25.5%0.449%
5/3/2024 Callan Capital LLC77,897$3.95M0.3%-43.5%0.151%
5/2/2024 Mutual Advisors LLC52,158$2.65M0.1%+10.9%0.101%
5/2/2024 Paradigm Strategies in Wealth Management LLC67,191$3.41M2.1%+27.1%0.130%
5/2/2024 Salomon & Ludwin LLC144,683$7.35M0.6%N/A0.281%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC347,035$17.61M0.4%-30.8%0.673%
5/2/2024 USAdvisors Wealth Management LLC12,996$659K0.2%+6.9%0.025%
5/2/2024 Financial Counselors Inc.4,182$212K0.0%N/A0.008%
5/2/2024 FinTrust Capital Advisors LLC21,653$1.10M0.2%+11.2%0.042%
5/2/2024 Thompson Davis & CO. Inc.12,075$613K0.4%+66.6%0.023%
Bill Gates is all about this tiny $2 stock (Ad)

What does Bill Gates know about this tiny company that we don’t? From the outside, it looks like a worthless $2 stock…

>>Click here to discover why Bill Gates is all about this tiny $2 stock.
5/2/2024 PDS Planning Inc143,193$7.27M0.8%-3.4%0.278%
5/1/2024 Resonant Capital Advisors LLC729,135$37.00M3.2%+7.4%1.414%
5/1/2024 Janney Montgomery Scott LLC25,865$1.31M0.0%-18.9%0.050%
5/1/2024 BNP Paribas Financial Markets14,523$737K0.0%+362,975.0%0.028%
5/1/2024 Klingman & Associates LLC49,496$2.51M0.2%-35.5%0.096%
5/1/2024 Prosperity Consulting Group LLC10,101$513K0.1%N/A0.020%
5/1/2024 Mission Wealth Management LP8,907$452K0.0%-9.0%0.017%
5/1/2024 Bridgewater Advisors Inc.613,011$31.10M4.7%-3.6%1.189%
5/1/2024 Starfox Financial Services LLC15,547$787K0.7%-4.0%0.030%
5/1/2024 Sequoia Financial Advisors LLC144,106$7.31M0.1%-21.7%0.280%
5/1/2024 Lineweaver Wealth Advisors LLC11,281$572K0.1%+26.9%0.022%
4/30/2024 Private Advisor Group LLC80,008$4.06M0.0%+191.5%0.155%
4/30/2024 J.W. Cole Advisors Inc.5,710$290K0.0%-4.6%0.011%
4/30/2024 HB Wealth Management LLC131,073$6.65M0.1%-13.8%0.254%
4/30/2024 WealthBridge Capital Management LLC9,735$494K0.2%-5.0%0.019%
4/30/2024 Perigon Wealth Management LLC91,824$4.66M0.1%+1.6%0.178%
4/30/2024 SkyOak Wealth LLC62,236$3.16M0.8%+38.0%0.121%
4/29/2024Commonwealth Equity Services LLC270,117$13.71M0.0%-11.2%0.524%
4/29/2024 FAS Wealth Partners Inc.17,129$869K0.1%+5.0%0.033%
4/29/2024 Benjamin F. Edwards & Company Inc.8,240$418K0.0%+15.4%0.016%
4/29/2024 RWA Wealth Partners LLC9,117$463K0.0%-18.5%0.018%
4/29/2024 Yarger Wealth Strategies LLC6,021$306K0.2%N/A0.012%
4/27/2024 Weatherly Asset Management L. P.566,112$28.73M2.8%-1.0%1.098%
4/26/2024 JNBA Financial Advisors17,040$865K0.1%-16.9%0.033%
4/26/2024 YHB Investment Advisors Inc.42,196$2.14M0.2%+0.5%0.082%
4/26/2024 ZWJ Investment Counsel Inc.79,575$4.04M0.2%-16.2%0.154%
4/26/2024 SFG Wealth Management LLC.4,322$219K0.1%N/A0.008%
4/26/2024 MONECO Advisors LLC4,237$215K0.0%N/A0.008%
4/26/2024 Robinson Smith Wealth Advisors LLC36,796$1.87M1.8%+6.5%0.071%
4/25/2024 Presidio Capital Management LLC10,927$554K0.4%N/A0.021%
4/25/2024 MFA Wealth Advisors LLC101,929$5.17M1.4%+1.3%0.195%
4/25/2024 Cambridge Investment Research Advisors Inc.92,986$4.72M0.0%+43.4%0.178%
4/24/2024 Private Trust Co. NA36,239$1.84M0.2%-7.5%0.069%
4/24/2024 CENTRAL TRUST Co15,330$778K0.0%-4.9%0.029%
4/24/2024 1900 Wealth Management LLC43,914$2.23M0.2%-34.6%0.084%
4/24/2024 Hartford Financial Management Inc.16,436$834K0.2%-49.4%0.032%
4/24/2024 Round Rock Advisors LLC10,893$553K0.1%-21.4%0.021%
4/24/2024 Simplicity Wealth LLC7,075$359K0.0%N/A0.014%
4/24/2024 Archford Capital Strategies LLC7,380$374K0.1%-14.4%0.014%
4/24/2024 Spire Wealth Management17,698$898K0.0%-8.6%0.034%
4/24/2024 Essex Financial Services Inc.19,912$1.01M0.1%+6.9%0.038%
4/23/2024 Bfsg LLC46,385$2.35M0.3%-4.1%0.089%
4/23/2024 Global Retirement Partners LLC54,687$2.78M0.1%-44.5%0.105%
4/23/2024 Mason & Associates Inc16,202$822K0.2%-15.1%0.031%
4/23/2024 Venturi Wealth Management LLC36,398$1.85M0.1%+1.8%0.070%
4/23/2024 Masso Torrence Wealth Management Inc.14,105$716K0.4%-35.4%0.027%
4/23/2024 Principle Wealth Partners LLC329,504$16.72M1.3%-9.6%0.632%
4/23/2024 Raymond James Financial Services Advisors Inc.60,011$3.05M0.0%-47.4%0.115%
4/23/2024 Sutton Place Investors LLC6,800$345K0.2%-32.0%0.013%
4/22/2024 Bristlecone Advisors LLC41,620$2.11M0.2%+1.7%0.080%
Bill Gates is all about this tiny $2 stock (Ad)

What does Bill Gates know about this tiny company that we don’t? From the outside, it looks like a worthless $2 stock…

>>Click here to discover why Bill Gates is all about this tiny $2 stock.
4/22/2024 Confluence Wealth Services Inc.7,900$401K0.0%-64.3%0.015%
4/22/2024 Johnson Bixby & Associates LLC15,061$764K0.1%-24.1%0.029%
4/22/2024 Laurel Wealth Planning LLC27,999$1.42M0.9%+12.5%0.054%
4/22/2024 Raymond James & Associates181,114$9.19M0.0%+2.4%0.347%
4/22/2024 Eagle Bluffs Wealth Management LLC15,617$792K0.5%+17.0%0.030%
4/19/2024 Oak Harvest Investment Services155,316$7.88M1.4%+19.1%0.298%
4/19/2024 Albion Financial Group UT59,619$3.03M0.2%+4.0%0.114%
4/18/2024 MBM Wealth Consultants LLC224,444$11.39M4.0%+1.7%0.430%
4/18/2024 Requisite Capital Management LLC55,495$2.82M0.6%-9.0%0.106%
4/18/2024 Naviter Wealth LLC4,550$231K0.0%-85.2%0.009%
(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, 422 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), Northwestern Mutual Wealth Management Co. ($126.04M), LPL Financial LLC ($78.83M), Fiduciary Trust Co ($73.89M), Fiduciary Trust Co. ($61.62M), Wells Fargo & Company MN ($48.89M), and UBS Group AG ($39.52M).Learn more on JMST's institutional investors.

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

Of the 338 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: Northwestern Mutual Wealth Management Co. ($1.09M), LPL Financial LLC ($893.96K), Cliftonlarsonallen Wealth Advisors LLC ($668.37K), Wells Fargo & Company MN ($652.04K), JPMorgan Chase & Co. ($649.71K), CWM LLC ($573.54K), and CWA Asset Management Group LLC ($433.22K).

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

Institutional investors have bought a total of 19,429,650 shares in the last 24 months. This purchase volume represents approximately $983.43M in transactions.

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

Of the 276 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), HB Wealth Management LLC ($1.03M), Slow Capital Inc. ($647.87K), Klingman & Associates LLC ($641.87K), Envestnet Asset Management Inc. ($544.03K), Sequoia Financial Advisors LLC ($538.74K), and Anderson Hoagland & Co. ($494.38K).

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

Institutional investors have sold a total of 20,042,221 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


Related Companies:
This page (BATS:JMST) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Bill Gates is all about this tiny $2 stock
Timothy Sykes
The ONE AI Stock to own now. (It’s not Nvidia.)
Weiss Ratings
Urgent Nvidia Warning
Altimetry
Crypto Pioneer Says: “The last crypto bull market has begun.”
InvestorPlace
Buy this small stock before coming AI Tidal Wave
Chaikin Analytics
41 banks launch ‘crypto dollar’
Stansberry Research