JMST Institutional Ownership
JPMorgan Ultra-Short Municipal Income ETF
1W: +0.2%
1M: -0.5%
3M: -0.7%
YTD: -0.3%
1Y: -0.2%
3Y: +7.2%
5Y: +9.3%
$50.56
+0.05 (+0.10%)
Weekly Expected Move ±0.2%
$50
$50
$51
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JMST
588
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
43
New Positions
251
Increased
218
Reduced
28
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (629 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 4,618,229 | $233M | +433,608 | +10.4% | 15Q | SEC ↗ |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,833,193 | $194M | -42,651 | -1.1% | 21Q | SEC ↗ |
| 3 | HB Wealth Management, LLC | 3,268,293 | $165M | +716,311 | +28.1% | 19Q | SEC ↗ |
| 4 | LPL Financial LLC | 3,079,442 | $156M | +160 | +0.0% | 30Q | SEC ↗ |
| 5 | Resonant Capital Advisors, LLC | 1,841,965 | $93M | +122,717 | +7.1% | 23Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,577,056 | $80M | +24,844 | +1.6% | 20Q | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 1,562,424 | $79M | +300,794 | +23.8% | 14Q | SEC ↗ |
| 8 | FMR LLC | 1,380,788 | $70M | -1,599 | -0.1% | 14Q | SEC ↗ |
| 9 | Salomon & Ludwin, LLC | 1,202,000 | $61M | +12,119 | +1.0% | 10Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 1,199,281 | $61M | +214,170 | +21.7% | 18Q | SEC ↗ |
| 11 | BAILARD, INC. | 1,147,099 | $58M | +810,172 | +240.5% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 1,081,228 | $55M | +45,330 | +4.4% | 26Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 960,457 | $49M | +17,633 | +1.9% | 7Q | SEC ↗ |
| 14 | CWM, LLC | 781,688 | $40M | +428,177 | +121.1% | 18Q | SEC ↗ |
| 15 | AlphaCore Capital LLC | 747,047 | $38M | -22,310 | -2.9% | 6Q | SEC ↗ |
| 16 | WEATHERLY ASSET MANAGEMENT L. P. | 727,451 | $37M | +865 | +0.1% | 25Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 716,864 | $36M | -3,917 | -0.5% | 26Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 710,261 | $36M | +65,940 | +10.2% | 30Q | SEC ↗ |
| 19 | Bridgewater Advisors Inc. | 678,796 | $34M | +51,438 | +8.2% | 22Q | SEC ↗ |
| 20 | NorthRock Partners, LLC | 662,850 | $34M | -828,499 | -55.6% | 11Q | SEC ↗ |
| 21 | Corient Private Wealth LP | 630,077 | $32M | -253,766 | -28.7% | 15Q | SEC ↗ |
| 22 | Mariner, LLC | 614,234 | $31M | -273,761 | -30.8% | 19Q | SEC ↗ |
| 23 | Cerity Partners LLC | 604,676 | $31M | -37,934 | -5.9% | 17Q | SEC ↗ |
| 24 | CWA Asset Management Group, LLC | 601,091 | $30M | +58,978 | +10.9% | 8Q | SEC ↗ |
| 25 | Integrated Wealth Concepts LLC | 590,310 | $30M | -22,772 | -3.7% | 23Q | SEC ↗ |
| 26 | Sage Mountain Advisors LLC | 556,512 | $28M | +9,946 | +1.8% | 3Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 543,104 | $27M | +122,456 | +29.1% | 10Q | SEC ↗ |
| 28 | KEYBANK NATIONAL ASSOCIATION/OH | 536,845 | $27M | +1,062 | +0.2% | 8Q | SEC ↗ |
| 29 | Trust Co | 532,294 | $27M | +11,800 | +2.3% | 15Q | SEC ↗ |
| 30 | Focus Partners Wealth | 524,475 | $27M | +70,670 | +15.6% | 11Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 524,263 | $27M | +130,421 | +33.1% | 12Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 511,979 | $26M | -20,335 | -3.8% | 25Q | SEC ↗ |
| 33 | FSM Wealth Advisors, LLC | 508,803 | $26M | +31,678 | +6.6% | 17Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 502,899 | $25M | +173,173 | +52.5% | 25Q | SEC ↗ |
| 35 | Global Wealth Management, LLC | 502,395 | $25M | -20,313 | -3.9% | 8Q | SEC ↗ |
| 36 | FLPUTNAM INVESTMENT MANAGEMENT CO | 494,703 | $25M | -153,902 | -23.7% | 8Q | SEC ↗ |
| 37 | TFO Wealth Partners, LLC | 492,234 | $25M | +34,293 | +7.5% | 5Q | SEC ↗ |
| 38 | FRANKLIN RESOURCES INC | 480,527 | $24M | +85,833 | +21.7% | 22Q | SEC ↗ |
| 39 | SouthState Bank Corp | 466,374 | $24M | +139,118 | +42.5% | 6Q | SEC ↗ |
| 40 | Dynasty Wealth Management, LLC | 452,116 | $23M | +83,341 | +22.6% | 3Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 446,304 | $23M | +34,036 | +8.3% | 16Q | SEC ↗ |
| 42 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 442,803 | $22M | -68,731 | -13.4% | 15Q | SEC ↗ |
| 43 | WCG Wealth Advisors LLC | 442,140 | $22M | -83,818 | -15.9% | 13Q | SEC ↗ |
| 44 | CAPTRUST FINANCIAL ADVISORS | 411,148 | $21M | +28,646 | +7.5% | 22Q | SEC ↗ |
| 45 | Global Strategic Investment Solutions, | 409,414 | $21M | -11,526 | -2.7% | 18Q | SEC ↗ |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 397,053 | $20M | +35,799 | +9.9% | 30Q | SEC ↗ |
| 47 | Private Advisor Group, LLC | 381,476 | $19M | +144,017 | +60.6% | 21Q | SEC ↗ |
| 48 | Interchange Capital Partners, LLC | 359,911 | $18M | +140,912 | +64.3% | 11Q | SEC ↗ |
| 49 | Gradient Investments LLC | 356,845 | $18M | +84,397 | +31.0% | 6Q | SEC ↗ |
| 50 | AXXCESS WEALTH MANAGEMENT, LLC | 337,670 | $17M | -45,594 | -11.9% | 19Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Clearstead Advisors, LLC | 97,960 | $5M |
| Tradewinds, LLC. | 89,730 | $5M |
| PERSPECTIVE WEALTH ADVISORS LLC | 71,896 | $4M |
| Granite Bay Wealth Management, LLC | 58,090 | $3M |
| MISSION WEALTH MANAGEMENT, LP | 43,360 | $2M |
| Bluespring Wealth Management, LLC | 38,640 | $2M |
| Global Retirement Partners, LLC | 35,152 | $2M |
| Clear Point Advisors Inc. | 21,022 | $1M |
| IFG Advisory, LLC | 20,609 | $1M |
| Composition Wealth, LLC | 20,535 | $1M |
| CAMBIENT FAMILY OFFICE, LLC | 19,907 | $1M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 19,813 | $1M |
| MONEY CONCEPTS CAPITAL CORP | 19,627 | $992K |
| BROWN ADVISORY INC | 19,615 | $992K |
| HUB Investment Partners, LLC | 18,301 | $925K |
| Nuveen, LLC | 15,816 | $800K |
| TENET WEALTH PARTNERS, LLC | 15,561 | $787K |
| Copper Harbor Investment Advisors, | 14,464 | $731K |
| XY Planning Network, Inc. | 12,931 | $654K |
| Tempo Wealth, LLC | 10,529 | $532K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SOL Capital Management CO | 119,865 | $6M |
| Independent Advisor Alliance | 109,096 | $6M |
| Wealth Alliance Advisory Group, LLC | 93,628 | $5M |
| LAVELLE CAPITAL LP | 78,480 | $4M |
| Evergreen Wealth Partners LLC | 56,579 | $3M |
| GOLDMAN SACHS GROUP INC | 44,118 | $2M |
| Mills Wealth Advisors LLC | 35,696 | $2M |
| Tower Research Capital LLC (TRC) | 34,138 | $2M |
| Insight Advisors, LLC/ PA | 32,443 | $2M |
| Clark Capital Management Group, Inc | 27,773 | $1M |
| TWO SIGMA SECURITIES, LLC | 27,644 | $1M |
| PARK AVENUE SECURITIES LLC | 23,467 | $1M |
| 49 WEALTH MANAGEMENT, LLC | 20,633 | $1M |
| 1ST SOURCE BANK | 20,000 | $1M |
| FLOW TRADERS U.S. LLC | 19,654 | $994K |
| OPAL CAPITAL LLC | 19,002 | $961K |
| Kestra Investment Management, LLC | 18,139 | $917K |
| Worth Asset Management, LLC | 16,141 | $816K |
| IFC Advisors LLC | 10,000 | $506K |
| Westmount Partners, LLC | 9,900 | $501K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BAILARD, INC. | +810,172 | +240.5% | 1,147,099 |
| HB Wealth Management, LLC | +716,311 | +28.1% | 3,268,293 |
| BANK OF AMERICA CORP /DE | +433,608 | +10.4% | 4,618,229 |
| CWM, LLC | +428,177 | +121.1% | 781,688 |
| Bank of New York Mellon Corp | +300,794 | +23.8% | 1,562,424 |
| JPMORGAN CHASE & CO | +214,170 | +21.7% | 1,199,281 |
| Rockefeller Capital Management L.P. | +173,173 | +52.5% | 502,899 |
| Elequin Capital, LP | +154,398 | +188.5% | 236,301 |
| Private Advisor Group, LLC | +144,017 | +60.6% | 381,476 |
| Interchange Capital Partners, LLC | +140,912 | +64.3% | 359,911 |
| SouthState Bank Corp | +139,118 | +42.5% | 466,374 |
| Red Door Wealth Management, LLC | +134,982 | +77.0% | 310,180 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +130,421 | +33.1% | 524,263 |
| Resonant Capital Advisors, LLC | +122,717 | +7.1% | 1,841,965 |
| JONES FINANCIAL COMPANIES LLLP | +122,456 | +29.1% | 543,104 |
| MY Wealth Management Inc. | +103,225 | +271.9% | 141,183 |
| DAVENPORT & Co LLC | +86,940 | +1096.5% | 94,869 |
| FRANKLIN RESOURCES INC | +85,833 | +21.7% | 480,527 |
| Gradient Investments LLC | +84,397 | +31.0% | 356,845 |
| Dynasty Wealth Management, LLC | +83,341 | +22.6% | 452,116 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Oasis Advisors, LLC | -1,364,504 | -98.9% | 14,827 |
| NorthRock Partners, LLC | -828,499 | -55.6% | 662,850 |
| CITADEL ADVISORS LLC | -468,562 | -92.4% | 38,538 |
| Mariner, LLC | -273,761 | -30.8% | 614,234 |
| Corient Private Wealth LP | -253,766 | -28.7% | 630,077 |
| Cambridge Investment Research Advis | -200,962 | -46.4% | 231,867 |
| Boulder Wealth Advisors, LLC | -162,005 | -84.1% | 30,531 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | -153,902 | -23.7% | 494,703 |
| Syntegra Private Wealth Group, LLC | -137,294 | -92.8% | 10,674 |
| McNamara Financial Services, Inc. | -110,170 | -67.1% | 54,132 |
| Klingman & Associates, LLC | -106,481 | -87.4% | 15,293 |
| IF Advisors, LLC | -89,000 | -56.3% | 69,000 |
| Fiduciary Trust Co | -84,782 | -26.8% | 231,332 |
| WCG Wealth Advisors LLC | -83,818 | -15.9% | 442,140 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | -68,731 | -13.4% | 442,803 |
| Thrivent Financial for Lutherans | -68,257 | -26.7% | 187,582 |
| IMZ Advisory Inc | -67,658 | -86.3% | 10,731 |
| Wealthcare Advisory Partners LLC | -57,756 | -49.3% | 59,474 |
| ZWJ INVESTMENT COUNSEL INC | -45,638 | -55.2% | 36,995 |
| AXXCESS WEALTH MANAGEMENT, LLC | -45,594 | -11.9% | 337,670 |