Vault-13

J P MORGAN EXCHANGE TRADED F JMST

ULTRA SHT MUNCPL · ETP · CUSIP 46641Q654

556 institutional holders +9 vs Q4 2025
69,420,73869.4m shares reported held*
$3.5bnreported value*
46 new 254 added 178 reduced 35 sold out net bought ≈ $56.9m (+2.4m shares)

* 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.05.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 325Q4 22: 354Q1 23: 368Q2 23: 357Q3 23: 360Q4 23: 390Q1 24: 405Q2 24: 427Q3 24: 434Q4 24: 462Q1 25: 493Q2 25: 502Q3 25: 499Q4 25: 547Q1 26: 556556Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022325
Q4 2022354
Q1 2023368
Q2 2023357
Q3 2023360
Q4 2023390
Q1 2024405
Q2 2024427
Q3 2024434
Q4 2024462
Q1 2025493
Q2 2025502
Q3 2025499
Q4 2025547
Q1 2026556

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 204 bought or addedQ2 24: 185 cut or sold outQ3 24: 235 bought or addedQ3 24: 172 cut or sold outQ3 24Q4 24: 233 bought or addedQ4 24: 184 cut or sold outQ1 25: 305 bought or addedQ1 25: 168 cut or sold outQ1 25Q2 25: 291 bought or addedQ2 25: 188 cut or sold outQ3 25: 285 bought or addedQ3 25: 191 cut or sold outQ3 25Q4 25: 287 bought or addedQ4 25: 187 cut or sold outQ1 26: 300 bought or addedQ1 26: 213 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024204185
Q3 2024235172
Q4 2024233184
Q1 2025305168
Q2 2025291188
Q3 2025285191
Q4 2025287187
Q1 2026300213

Biggest buyers

Oasis Advisors, LLC Added +1,333,789+1.3m
CITADEL ADVISORS LLC New +507,100+507.1k
CWM, LLC Added +428,177+428.2k
HB Wealth Management, LLC Added +374,070+374.1k
NorthRock Partners, LLC Added +307,333+307.3k
BAILARD, INC. Added +290,156+290.2k
Resonant Capital Advisors, LLC Added +287,225+287.2k
Prime Capital Investment Advisors, LLC New +285,841+285.8k
BANK OF AMERICA CORP /DE/ Added +227,838+227.8k
Integrated Wealth Concepts LLC Added +200,236+200.2k

Biggest sellers

GRIMES & Co WEALTH MANAGEMENT, LLC Reduced -1,010,482-1.0m
Corient Private Wealth LP Reduced -902,579-902.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -874,889-874.9k
Interchange Capital Partners, LLC Reduced -535,001-535.0k
JPMORGAN CHASE & CO Reduced -354,065-354.1k
FSM Wealth Advisors, LLC Reduced -137,930-137.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -137,438-137.4k
SOL Capital Management CO Sold out -119,865-119.9k
Insight Advisors, LLC/ PA Reduced -115,161-115.2k
Tortoise Investment Management, LLC Reduced -105,119-105.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 4,184,6214.2m $213.3m $213.3m 0.02% Added +227.8k +227,838
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 3,875,8443.9m $197.6m $197.6m 0.12% Reduced -97.3k -97,284
3 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,079,2823.1m $157.0m $157.0m 0.04% Added +55.0k +54,986
4 HB Wealth Management, LLC 0.84% of their portfolio Atlanta, GA 2,551,9822.6m $130.1m $130.1m 0.84% Added +374.1k +374,070
5 Resonant Capital Advisors, LLC 4.60% of their portfolio Madison, WI 1,719,2481.7m $87.6m $87.6m 4.60% Added +287.2k +287,225
6 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,552,2121.6m $79.1m $79.1m 0.02% Added +70.3k +70,284
7 NorthRock Partners, LLC 1.23% of their portfolio MINNEAPOLIS, MN 1,491,3491.5m $76.0m $76.0m 1.23% Added +307.3k +307,333
8 FMR LLC 0.00% of their portfolio BOSTON, MA 1,382,3871.4m $70.5m $70.5m 0.00% Added +618 +618
9 Oasis Advisors, LLC 1.13% of their portfolio FOREST CITY, IA 1,379,3311.4m $5.8m $5.8m 1.13% Added +1.3m +1,333,789
10 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,261,6301.3m $64.3m $64.3m 0.01% Added +161.8k +161,844
11 Salomon & Ludwin, LLC 5.44% of their portfolio RICHMOND, VA 1,189,8811.2m $60.9m $60.9m 5.44% Added +17.8k +17,811
12 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,035,8981.0m $52.8m $52.8m 0.01% Reduced -12.2k -12,222
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 985,111985.1k $50.2m $50.2m 0.00% Reduced -354.1k -354,065
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 942,824942.8k $48.1m $48.1m 0.01% Added +48.7k +48,711
15 Mariner, LLC 0.05% of their portfolio Overland Park, KS 887,995888.0k $45.3m $45.3m 0.05% Reduced -942 -942
16 Corient Private Wealth LP 0.06% of their portfolio MIAMI, FL 883,843883.8k $45.1m $45.1m 0.06% Reduced -902.6k -902,579
17 CWM, LLC 0.10% of their portfolio OMAHA, NE 781,688781.7k $39.9m $39.9m 0.10% Added +428.2k +428,177
18 AlphaCore Capital LLC 0.93% of their portfolio LA JOLLA, CA 769,357769.4k $39.2m $39.2m 0.93% Added +186.5k +186,546
19 WEATHERLY ASSET MANAGEMENT L. P. 3.00% of their portfolio DEL MAR, CA 726,586726.6k $37.0m $37.0m 3.00% Added +18.9k +18,950
20 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 720,781720.8k $36.7m $36.7m 0.05% Added +63.3k +63,325
21 FLPUTNAM INVESTMENT MANAGEMENT CO 0.49% of their portfolio PORTLAND, ME 648,605648.6k $33.1m $33.1m 0.49% Added +30.7k +30,721
22 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 644,321644.3k $32.8m $32.8m 0.01% Added +52.6k +52,593
23 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 642,610642.6k $32.8m $32.8m 0.05% Added +117.4k +117,442
24 Bridgewater Advisors Inc. 1.90% of their portfolio NEW YORK, NY 627,358627.4k $31.9m $31.9m 1.90% Reduced -62.3k -62,262
25 Integrated Wealth Concepts LLC 0.25% of their portfolio WALTHAM, MA 613,082613.1k $31.3m $31.3m 0.25% Added +200.2k +200,236
26 Sage Mountain Advisors LLC 1.95% of their portfolio ATLANTA, GA 546,566546.6k $27.9m $27.9m 1.95% Reduced -43.4k -43,434
27 CWA Asset Management Group, LLC 0.95% of their portfolio NAPLES, FL 542,113542.1k $27.6m $27.6m 0.95% Added +101.2k +101,234
28 KEYBANK NATIONAL ASSOCIATION/OH 0.10% of their portfolio BROOKLYN, OH 535,783535.8k $27.3m $27.3m 0.10% Added +2.4k +2,361
29 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 532,314532.3k $27.1m $27.1m 0.03% Added +65.7k +65,738
30 WCG Wealth Advisors LLC 0.75% of their portfolio LAS VEGAS, NV 525,958526.0k $26.8m $26.8m 0.75% Added +32.9k +32,908
31 Global Wealth Management, LLC 14.53% of their portfolio KINGSTON, NJ 522,708522.7k $26.6m $26.6m 14.53% Added +6 +6
32 Trust Co 2.49% of their portfolio MANHATTAN, KS 520,494520.5k $26.5m $26.5m 2.49% Added +16.6k +16,637
33 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.38% of their portfolio MINNEAPOLIS, MN 511,534511.5k $26.1m $26.1m 0.38% Added +49.1k +49,144
34 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 507,100507.1k $25.9m $25.9m 0.02% New
35 FSM Wealth Advisors, LLC 3.13% of their portfolio CLEVELAND, OH 477,125477.1k $24.3m $24.3m 3.13% Reduced -137.9k -137,930
36 TFO Wealth Partners, LLC 3.17% of their portfolio MAUMEE, OH 457,941457.9k $23.3m $23.3m 3.17% Added +115.2k +115,230
37 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 453,805453.8k $23.3m $23.3m 0.03% Reduced -39.7k -39,714
38 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 432,829432.8k $22.1m $22.1m 0.06% Reduced -288 -288
39 Global Strategic Investment Solutions, LLC 2.11% of their portfolio Scottsdale, AZ 420,940420.9k $21.5m $21.5m 2.11% Reduced -11.3k -11,264
40 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 420,648420.6k $21.4m $21.4m 0.01% Added +98.4k +98,415
41 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 412,268412.3k $21.0m $21.0m 0.02% Added +19.5k +19,463
42 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 394,694394.7k $20.1m $20.1m 0.00% Added +74.8k +74,845
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 393,842393.8k $20.1m $20.1m 0.04% Reduced -874.9k -874,889
44 AXXCESS WEALTH MANAGEMENT, LLC 0.63% of their portfolio CARLSBAD, CA 383,264383.3k $19.5m $19.5m 0.63% Added +59.9k +59,934
45 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 382,502382.5k $19.5m $19.5m 0.03% Added +16.2k +16,179
46 Dynasty Wealth Management, LLC 0.16% of their portfolio ST. PETERSBURG, FL 368,775368.8k $18.8m $18.8m 0.16% Added +134.8k +134,779
47 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 361,254361.3k $18.4m $18.4m 0.03% Added +23.6k +23,553
48 Capital Asset Advisory Services LLC 0.68% of their portfolio Williamston, MI 348,929348.9k $17.8m $17.8m 0.68% Added +67.1k +67,055
49 BAILARD, INC. 0.39% of their portfolio Foster City, CA 336,927336.9k $17.2m $17.2m 0.39% Added +290.2k +290,156
50 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 329,726329.7k $16.8m $16.8m 0.03% Added +114.2k +114,162
51 SouthState Bank Corp 0.78% of their portfolio Winter Haven, FL 327,256327.3k $16.7m $16.7m 0.78% Added +40.5k +40,525
52 Fiduciary Trust Co 0.19% of their portfolio Boston, MA 316,114316.1k $16.1m $16.1m 0.19% Reduced -13.2k -13,183
53 Prime Capital Investment Advisors, LLC 0.17% of their portfolio OVERLAND PARK, KS 285,841285.8k $14.6m $14.6m 0.17% New
54 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 279,354279.4k $14.2m $14.2m 0.06% Reduced -4.5k -4,462
55 Boothe Investment Group, Inc. 4.55% of their portfolio DOVER, DE 277,346277.3k $14.1m $14.1m 4.55% Added +10.4k +10,356
56 Gradient Investments LLC 0.22% of their portfolio ARDEN HILLS, MN 272,448272.4k $13.9m $13.9m 0.22% Added +63.5k +63,481
57 Sequoia Financial Advisors, LLC 0.08% of their portfolio Akron, OH 272,195272.2k $13.9m $13.9m 0.08% Added +79.9k +79,939
58 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 271,881271.9k $13.9m $13.9m 0.05% Added +19.3k +19,307
59 Oak Harvest Investment Services 1.44% of their portfolio HOUSTON, TX 270,542270.5k $13.8m $13.8m 1.44% Added +8.1k +8,133
60 Rosenberg Matthew Hamilton 2.82% of their portfolio GRAND JUNCTION, CO 269,504269.5k $13.7m $13.7m 2.82% Added +3.7k +3,736
61 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 255,839255.8k $13.0m $13.0m 0.02% Added +23.0k +23,001
62 Auxano Advisors, LLC 2.58% of their portfolio BELLEVUE, WA 253,636253.6k $12.9m $12.9m 2.58% Reduced -39.6k -39,623
63 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 253,097253.1k $12.9m $12.9m 0.00% Reduced -137.4k -137,438
64 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 249,208249.2k $12.7m $12.7m 0.01% Added +24.7k +24,664
65 GREAT VALLEY ADVISOR GROUP, INC. 0.23% of their portfolio WILMINGTON, DE 247,802247.8k $12.6m $12.6m 0.23% Added +34.9k +34,872
66 Avidian Wealth Enterprises, LLC 0.40% of their portfolio Houston, TX 246,195246.2k $12.6m $12.6m 0.40% Reduced -1.4k -1,377
67 Diversified Portfolios, Inc. 1.02% of their portfolio Bloomfield Hills, MI 242,886242.9k $12.4m $12.4m 1.02% Reduced -54.2k -54,243
68 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 237,459237.5k $12.1m $12.1m 0.06% Reduced -9.0k -9,047
69 MBM WEALTH CONSULTANTS, LLC 2.77% of their portfolio CHESTERFIELD, MO 236,555236.6k $12.1m $12.1m 2.77% Reduced -974 -974
70 Chesley Taft & Associates LLC 0.49% of their portfolio CHICAGO, IL 229,810229.8k $11.7m $11.7m 0.49% Added +28.2k +28,170
71 Principle Wealth Partners LLC 0.65% of their portfolio MADISON, CT 223,726223.7k $11.4m $11.4m 0.65% Added +756 +756
72 TD Capital Management LLC 1.01% of their portfolio MEMPHIS, TN 219,850219.8k $11.2m $11.2m 1.01% Reduced -10.5k -10,490
73 Interchange Capital Partners, LLC 3.52% of their portfolio PITTSBURGH, PA 218,999219.0k $11.1m $11.1m 3.52% Reduced -535.0k -535,001
74 Opal Wealth Advisors, LLC 2.51% of their portfolio JERICHO, NY 217,995218.0k $11.1m $11.1m 2.51% Added +9.5k +9,547
75 DAVIDSON INVESTMENT ADVISORS 0.48% of their portfolio GREAT FALLS, MT 216,831216.8k $11.1m $11.1m 0.48% Added +15.3k +15,322
76 SIMON QUICK ADVISORS, LLC 0.48% of their portfolio MORRISTOWN, NJ 207,029207.0k $10.6m $10.6m 0.48% Added +1.3k +1,291
77 Phoenix Wealth Advisors 4.13% of their portfolio CHAPEL HILL, NC 204,966205.0k $10.4m $10.4m 4.13% Added +18.1k +18,068
78 Farther Finance Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 202,942202.9k $10.3m $10.3m 0.10% Added +50.5k +50,478
79 Summit Financial, LLC 0.13% of their portfolio PARSIPPANY, NJ 196,039196.0k $10.0m $10.0m 0.13% Added +64.9k +64,943
80 Boulder Wealth Advisors, LLC 3.92% of their portfolio BOULDER, CO 192,536192.5k $9.8m $9.8m 3.92% Added +110.3k +110,337
81 REGIONS FINANCIAL CORP 0.06% of their portfolio BIRMINGHAM, AL 182,064182.1k $9.3m $9.3m 0.06% Added +37.8k +37,777
82 CITIZENS FINANCIAL GROUP INC/RI 0.12% of their portfolio PROVIDENCE, RI 175,659175.7k $9.0m $9.0m 0.12% Added +2.2k +2,180
83 Red Door Wealth Management, LLC 0.93% of their portfolio Memphis, TN 175,198175.2k $8.9m $8.9m 0.93% Added +160.5k +160,503
84 Whitegate Investment Counselors, Inc. 2.82% of their portfolio CONCORD, NH 174,007174.0k $8.9m $8.9m 2.82% Reduced -6.8k -6,763
85 McNamara Financial Services, Inc. 1.59% of their portfolio MARSHFIELD, MA 164,302164.3k $8.4m $8.4m 1.59% Added +4.2k +4,207
86 Aspen Wealth Management LLC 1.67% of their portfolio FORT WORTH, TX 164,010164.0k $8.4m $8.4m 1.67% Added +64.4k +64,362
87 Valeo Financial Advisors, LLC 0.20% of their portfolio CARMEL, IN 163,712163.7k $8.3m $8.3m 0.20% Added +41.8k +41,799
88 Great Point Wealth Advisors, LLC 1.53% of their portfolio BOSTON, MA 162,955163.0k $8.3m $8.3m 1.53% Added +985 +985
89 IF Advisors, LLC 5.69% of their portfolio SAN ANTONIO, TX 158,000158.0k $8.1m $8.1m 5.69% Reduced -12.8k -12,850
90 Vertex Planning Partners, LLC 1.55% of their portfolio DOWNERS GROVE, IL 156,400156.4k $8.0m $8.0m 1.55% Added +72.7k +72,670
91 Stratos Wealth Partners, LTD. 0.09% of their portfolio BEACHWOOD, OH 148,951149.0k $7.6m $7.6m 0.09% Added +47.7k +47,684
92 Syntegra Private Wealth Group, LLC 0.72% of their portfolio Chesterfield, MO 147,968148.0k $7.5m $7.5m 0.72% Added +18.7k +18,729
93 Elmwood Wealth Management, Inc. 2.08% of their portfolio BERKELEY, CA 147,221147.2k $7.5m $7.5m 2.08% Reduced -7.1k -7,111
94 Per Stirling Capital Management, LLC. 0.82% of their portfolio AUSTIN, TX 145,632145.6k $7.4m $7.4m 0.82% Added +16.7k +16,688
95 Quotient Wealth Partners, LLC 0.19% of their portfolio DALLAS, TX 143,283143.3k $7.3m $7.3m 0.19% Reduced -17.3k -17,259
96 Southeast Asset Advisors, LLC 0.80% of their portfolio THOMASVILLE, GA 143,242143.2k $7.3m $7.3m 0.80% Reduced -7.4k -7,368
97 Apex Wealth Management, LLC 4.96% of their portfolio BEDFORD, NH 141,714141.7k $7.2m $7.2m 4.96% Added +111.4k +111,364
98 CENTRAL TRUST Co 0.14% of their portfolio JEFFERSON CITY, MO 140,579140.6k $7.2m $7.2m 0.14% Added +6.8k +6,836
99 Capital Advisors Wealth Management, LLC 0.95% of their portfolio YAKIMA, WA 138,983139.0k $7.1m $7.1m 0.95% Added +37.6k +37,615
100 Sierra Capital LLC 0.76% of their portfolio MIAMI, FL 137,619137.6k $7.0m $7.0m 0.76% Unchanged