J P MORGAN EXCHANGE TRADED F JMST
ULTRA SHT MUNCPL · ETP · CUSIP 46641Q654
325
institutional holders
42.3m
shares reported held*
$2.1bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($567.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.30. Options: 1 managers hold calls ($1.9m notional), 0 hold puts (—).
Biggest calls
| Paladin Advisory Group, LLC | — | $1.9m37.6k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.08% of their portfolio | 12.4m $623.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio | 1.4m $70.9m | — |
| HB Wealth Management, LLC 1.25% of their portfolio | 1.2m $58.6m | — |
| Fiduciary Trust Co 1.19% of their portfolio | 1.1m $55.0m | — |
| JANE STREET GROUP, LLC 0.09% of their portfolio | 913.2k $45.9m | — |
| TOWNSQUARE CAPITAL LLC 1.10% of their portfolio | 766.2k $38.5m | — |
| DOWLING & YAHNKE LLC 1.66% of their portfolio | 707.9k $35.6m | — |
| LPL Financial LLC 0.03% of their portfolio | 668.5k $33.6m | — |
| UBS Group AG 0.02% of their portfolio | 650.3k $32.7m | — |
| Klingman & Associates, LLC 2.89% of their portfolio | 584.7k $29.4m | — |
| CAPTRUST FINANCIAL ADVISORS 0.17% of their portfolio | 569.6k $28.7m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 551.1k $27.7m | — |
| Sequoia Financial Advisors, LLC 0.85% of their portfolio | 538.8k $27.1m | — |
| FIRST FOUNDATION ADVISORS 1.23% of their portfolio | 500.8k $25.2m | — |
| WEATHERLY ASSET MANAGEMENT L. P. 3.54% of their portfolio | 489.8k $24.6m | — |
| Resonant Capital Advisors, LLC 3.19% of their portfolio | 417.2k $21.0m | — |
| Covington Capital Management 0.90% of their portfolio | 414.2k $20.8m | — |
| ANDERSON HOAGLAND & CO 3.26% of their portfolio | 404.9k $20.4m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.12% of their portfolio | 402.2k $20.2m | — |
| Bridgewater Advisors Inc. 5.45% of their portfolio | 391.6k $19.7m | — |
| One Capital Management, LLC 1.15% of their portfolio | 387.4k $19.5m | — |
| D'Orazio & Associates, Inc. 5.63% of their portfolio | 382.4k $19.2m | — |
| MBM WEALTH CONSULTANTS, LLC 8.83% of their portfolio | 364.7k $18.3m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio | 354.5k $17.8m | — |
| Global Strategic Investment Solutions, LLC 0.85% of their portfolio | 351.9k $17.7m | — |
| OSAIC HOLDINGS, INC. 0.04% of their portfolio | 350.0k $17.6m | — |
| Auxano Advisors, LLC 7.84% of their portfolio | 339.1k $17.1m | — |
| Cerity Partners LLC 0.19% of their portfolio | 321.9k $16.2m | — |
| Graves Light Lenhart Wealth, Inc. 2.51% of their portfolio | 299.2k $15.0m | — |
| Slow Capital, Inc. 3.08% of their portfolio | 283.6k $14.3m | — |
| HighTower Advisors, LLC 0.04% of their portfolio | 279.2k $14.0m | — |
| Kathmere Capital Management, LLC 2.75% of their portfolio | 274.6k $13.8m | — |
| APPLETON PARTNERS INC/MA 1.35% of their portfolio | 267.9k $13.5m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 240.6k $12.1m | — |
| Sunburst Financial Group, LLC 5.80% of their portfolio | 238.2k $12.0m | — |
| SVB WEALTH LLC 0.17% of their portfolio | 235.0k $11.8m | — |
| Ritter Daniher Financial Advisory LLC / DE 7.50% of their portfolio | 208.2k $10.5m | — |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.71% of their portfolio | 199.0k $10.0m | — |
| MJP ASSOCIATES INC /ADV 2.98% of their portfolio | 197.9k $10.0m | — |
| BRANDYWINE OAK PRIVATE WEALTH LLC 1.35% of their portfolio | 197.2k $9.9m | — |
| Kistler-Tiffany Companies, LLC 2.24% of their portfolio | 196.3k $9.9m | — |
| Integrated Advisors Network LLC 0.67% of their portfolio | 194.7k $9.8m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 194.0k $9.8m | — |
| Sunflower Bank, N.A. 2.21% of their portfolio | 193.4k $9.7m | — |
| REGIONS FINANCIAL CORP 0.10% of their portfolio | 191.4k $9.6m | — |
| CWM, LLC 0.07% of their portfolio | 178.8k $9.0m | — |
| Arete Wealth Advisors, LLC 0.87% of their portfolio | 177.5k $8.9m | — |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC 4.62% of their portfolio | 174.8k $8.8m | — |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 170.5k $8.6m | — |
| VISTA FINANCE, LLC 10.29% of their portfolio | 168.3k $8.5m | — |
| BCGM Wealth Management, LLC 4.22% of their portfolio | 167.9k $8.4m | — |
| Segment Wealth Management, LLC 1.00% of their portfolio | 159.7k $8.0m | — |
| TD Capital Management LLC 1.10% of their portfolio | 157.4k $7.9m | — |
| UMB Bank, n.a. 0.13% of their portfolio | 154.9k $7.8m | — |
| BOSTON FAMILY OFFICE LLC 0.66% of their portfolio | 147.2k $7.4m | — |
| PDS Planning, Inc 1.34% of their portfolio | 146.3k $7.4m | — |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 137.2k $6.9m | — |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 135.8k $6.8m | — |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV 3.23% of their portfolio | 129.4k $6.5m | — |
| G2 CAPITAL MANAGEMENT, LLC / OH 2.99% of their portfolio | 128.5k $6.5m | — |
| Levy Wealth Management Group, LLC 2.75% of their portfolio | 126.8k $6.4m | — |
| Requisite Capital Management, LLC 2.13% of their portfolio | 125.4k $6.3m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 118.3k $5.9m | — |
| Abbrea Capital, LLC 1.10% of their portfolio | 116.0k $5.8m | — |
| 3D/L Capital Management, LLC 1.71% of their portfolio | 114.6k $5.8m | — |
| CAPITAL MANAGEMENT CORP /VA 1.57% of their portfolio | 110.7k $5.6m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 110.1k $5.5m | — |
| Orion Porfolio Solutions, LLC 0.11% of their portfolio | 106.4k $5.4m | — |
| Financial Advisory Group 1.21% of their portfolio | 106.3k $5.3m | — |
| Integrated Wealth Concepts LLC 0.17% of their portfolio | 104.9k $5.3m | — |
| TMD Wealth Management, LLC 2.36% of their portfolio | 104.3k $5.2m | — |
| BFSG, LLC 1.11% of their portfolio | 103.4k $5.2m | — |
| COLLECTIVE FAMILY OFFICE LLC 2.53% of their portfolio | 101.2k $5.1m | — |
| John W. Brooker & Co., CPAs 3.23% of their portfolio | 99.8k $5.0m | — |
| Baker Ellis Asset Management LLC 1.09% of their portfolio | 99.4k $5.0m | — |
| Barber Financial Group, Inc. 1.44% of their portfolio | 98.2k $4.9m | — |
| Kingsview Wealth Management, LLC 0.23% of their portfolio | 96.5k $4.9m | — |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.26% of their portfolio | 94.4k $4.7m | — |
| SYNOVUS FINANCIAL CORP 0.06% of their portfolio | 93.4k $4.7m | — |
| Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio | 90.3k $4.5m | — |
| Galvin, Gaustad & Stein, LLC 0.48% of their portfolio | 89.7k $4.5m | — |
| Bristlecone Advisors, LLC 0.58% of their portfolio | 88.3k $4.4m | — |
| STUDIO INVESTMENT MANAGEMENT LLC 1.59% of their portfolio | 87.7k $4.4m | — |
| EP Wealth Advisors, LLC 0.10% of their portfolio | 87.1k $4.4m | — |
| CEERA INVESTMENTS, LLC 2.91% of their portfolio | 87.0k $4.4m | — |
| COLONY GROUP LLC 0.08% of their portfolio | 86.2k $4.3m | — |
| HARBOUR INVESTMENT MANAGEMENT LLC 2.61% of their portfolio | 83.0k $4.2m | — |
| YHB Investment Advisors, Inc. 0.46% of their portfolio | 82.1k $4.1m | — |
| Hartford Financial Management Inc. 1.20% of their portfolio | 81.3k $4.1m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 80.4k $4.0m | — |
| Elmwood Wealth Management, Inc. 1.99% of their portfolio | 79.3k $4.0m | — |
| NWAM LLC 0.37% of their portfolio | 77.0k $3.9m | — |
| Prosperity Consulting Group, LLC 3.17% of their portfolio | 76.8k $3.9m | — |
| Roberts Wealth Advisors, LLC 1.87% of their portfolio | 75.8k $3.8m | — |
| CENTRAL TRUST Co 0.13% of their portfolio | 75.6k $3.8m | — |
| JNBA Financial Advisors 0.59% of their portfolio | 75.5k $3.8m | — |
| CWA Asset Management Group, LLC 0.36% of their portfolio | 74.0k $3.7m | — |
| Rosenberg Matthew Hamilton 1.44% of their portfolio | 73.9k $3.7m | — |
| Snowden Capital Advisors LLC 0.16% of their portfolio | 69.6k $3.5m | — |
| Dynamic Advisor Solutions LLC 0.26% of their portfolio | 68.4k $3.4m | — |