Vault-13

J P MORGAN EXCHANGE TRADED F JMST

ULTRA SHT MUNCPL · ETP · CUSIP 46641Q654

562 institutional holders +6 vs Q1 2026
70,399,94270.4m shares reported held*
$3.6bnreported value*
39 new 255 added 188 reduced 29 sold out net bought ≈ $160.0m (+1.9m 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 ($2.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.95.

Trends to Q2 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: 556Q2 26: 562562Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026562

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 235 bought or addedQ3 24: 172 cut or sold outQ4 24: 233 bought or addedQ4 24: 184 cut or sold outQ4 24Q1 25: 305 bought or addedQ1 25: 168 cut or sold outQ2 25: 291 bought or addedQ2 25: 188 cut or sold outQ2 25Q3 25: 285 bought or addedQ3 25: 191 cut or sold outQ4 25: 287 bought or addedQ4 25: 187 cut or sold outQ4 25Q1 26: 300 bought or addedQ1 26: 213 cut or sold outQ2 26: 294 bought or addedQ2 26: 217 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024235172
Q4 2024233184
Q1 2025305168
Q2 2025291188
Q3 2025285191
Q4 2025287187
Q1 2026300213
Q2 2026294217

Biggest buyers

BAILARD, INC. Added +810,172+810.2k
HB Wealth Management, LLC Added +716,311+716.3k
BANK OF AMERICA CORP /DE/ Added +433,608+433.6k
Bank of New York Mellon Corp Added +300,794+300.8k
JPMORGAN CHASE & CO Added +214,170+214.2k
Integrated Wealth Concepts LLC Added +210,057+210.1k
Rockefeller Capital Management L.P. Added +173,173+173.2k
Elequin Capital, LP Added +154,398+154.4k
Private Advisor Group, LLC Added +144,017+144.0k
Interchange Capital Partners, LLC Added +140,912+140.9k

Biggest sellers

Oasis Advisors, LLC Reduced -1,364,504-1.4m
NorthRock Partners, LLC Reduced -828,499-828.5k
CITADEL ADVISORS LLC Reduced -468,562-468.6k
Mariner, LLC Reduced -273,761-273.8k
Corient Private Wealth LP Reduced -253,766-253.8k
Boulder Wealth Advisors, LLC Reduced -162,005-162.0k
FLPUTNAM INVESTMENT MANAGEMENT CO Reduced -153,902-153.9k
Syntegra Private Wealth Group, LLC Reduced -137,294-137.3k
McNamara Financial Services, Inc. Reduced -110,170-110.2k
Independent Advisor Alliance Sold out -109,096-109.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 4,618,2294.6m $235.5m $235.5m 0.02% Added +433.6k +433,608
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio MILWAUKEE, WI 3,833,1933.8m $195.5m $195.5m 0.10% Reduced -42.7k -42,651
3 HB Wealth Management, LLC 0.94% of their portfolio Atlanta, GA 3,268,2933.3m $166.7m $166.7m 0.94% Added +716.3k +716,311
4 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,079,4423.1m $157.1m $157.1m 0.04% Added +160 +160
5 Resonant Capital Advisors, LLC 4.49% of their portfolio Madison, WI 1,841,9651.8m $93.9m $93.9m 4.49% Added +122.7k +122,717
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,577,0561.6m $80.4m $80.4m 0.01% Added +24.8k +24,844
7 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,562,4241.6m $79.7m $79.7m 0.01% Added +300.8k +300,794
8 FMR LLC 0.00% of their portfolio BOSTON, MA 1,380,7881.4m $70.4m $70.4m 0.00% Reduced -1.6k -1,599
9 Salomon & Ludwin, LLC 5.04% of their portfolio RICHMOND, VA 1,202,0001.2m $61.2m $61.2m 5.04% Added +12.1k +12,119
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,199,2811.2m $61.2m $61.2m 0.00% Added +214.2k +214,170
11 BAILARD, INC. 1.19% of their portfolio Foster City, CA 1,147,0991.1m $58.5m $58.5m 1.19% Added +810.2k +810,172
12 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,081,2281.1m $55.1m $55.1m 0.01% Added +45.3k +45,330
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 960,457960.5k $49.0m $49.0m 0.01% Added +17.6k +17,633
14 Integrated Wealth Concepts LLC 0.20% of their portfolio WALTHAM, MA 823,139823.1k $42.0m $42.0m 0.20% Added +210.1k +210,057
15 AlphaCore Capital LLC 0.70% of their portfolio LA JOLLA, CA 747,047747.0k $38.1m $38.1m 0.70% Reduced -22.3k -22,310
16 WEATHERLY ASSET MANAGEMENT L. P. 2.64% of their portfolio DEL MAR, CA 727,451727.5k $37.1m $37.1m 2.64% Added +865 +865
17 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 716,864716.9k $36.6m $36.6m 0.04% Reduced -3.9k -3,917
18 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 710,261710.3k $36.2m $36.2m 0.01% Added +65.9k +65,940
19 Bridgewater Advisors Inc. 1.88% of their portfolio NEW YORK, NY 678,796678.8k $34.5m $34.5m 1.88% Added +51.4k +51,438
20 NorthRock Partners, LLC 0.49% of their portfolio MINNEAPOLIS, MN 662,850662.9k $33.8m $33.8m 0.49% Reduced -828.5k -828,499
21 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 630,077630.1k $32.1m $32.1m 0.04% Reduced -253.8k -253,766
22 Mariner, LLC 0.03% of their portfolio Overland Park, KS 614,234614.2k $31.3m $31.3m 0.03% Reduced -273.8k -273,761
23 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 604,676604.7k $30.8m $30.8m 0.04% Reduced -37.9k -37,934
24 CWA Asset Management Group, LLC 0.94% of their portfolio NAPLES, FL 601,091601.1k $30.7m $30.7m 0.94% Added +59.0k +58,978
25 Sage Mountain Advisors LLC 1.75% of their portfolio ATLANTA, GA 556,512556.5k $28.4m $28.4m 1.75% Added +9.9k +9,946
26 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 543,104543.1k $27.7m $27.7m 0.01% Added +122.5k +122,456
27 KEYBANK NATIONAL ASSOCIATION/OH 0.09% of their portfolio BROOKLYN, OH 536,845536.8k $27.4m $27.4m 0.09% Added +1.1k +1,062
28 Trust Co 2.45% of their portfolio MANHATTAN, KS 532,294532.3k $27.1m $27.1m 2.45% Added +11.8k +11,800
29 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 524,475524.5k $26.7m $26.7m 0.03% Added +70.7k +70,670
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 524,263524.3k $26.7m $26.7m 0.04% Added +130.4k +130,421
31 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 511,979512.0k $26.1m $26.1m 0.03% Reduced -20.3k -20,335
32 FSM Wealth Advisors, LLC 2.78% of their portfolio CLEVELAND, OH 508,803508.8k $25.9m $25.9m 2.78% Added +31.7k +31,678
33 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 502,899502.9k $25.6m $25.6m 0.04% Added +173.2k +173,173
34 Global Wealth Management, LLC 13.05% of their portfolio KINGSTON, NJ 502,395502.4k $25.6m $25.6m 13.05% Reduced -20.3k -20,313
35 FLPUTNAM INVESTMENT MANAGEMENT CO 0.30% of their portfolio PORTLAND, ME 494,703494.7k $25.2m $25.2m 0.30% Reduced -153.9k -153,902
36 TFO Wealth Partners, LLC 2.73% of their portfolio MAUMEE, OH 492,234492.2k $25.1m $25.1m 2.73% Added +34.3k +34,293
37 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 480,527480.5k $24.5m $24.5m 0.01% Added +85.8k +85,833
38 SouthState Bank Corp 0.99% of their portfolio Winter Haven, FL 466,374466.4k $23.8m $23.8m 0.99% Added +139.1k +139,118
39 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 463,734463.7k $23.6m $23.6m 0.03% Added +30.9k +30,905
40 Dynasty Wealth Management, LLC 0.17% of their portfolio ST. PETERSBURG, FL 452,116452.1k $23.1m $23.1m 0.17% Added +83.3k +83,341
41 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 446,304446.3k $22.8m $22.8m 0.02% Added +34.0k +34,036
42 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.30% of their portfolio MINNEAPOLIS, MN 442,803442.8k $22.6m $22.6m 0.30% Reduced -68.7k -68,731
43 WCG Wealth Advisors LLC 0.53% of their portfolio LAS VEGAS, NV 442,140442.1k $22.5m $22.5m 0.53% Reduced -83.8k -83,818
44 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 411,148411.1k $21.0m $21.0m 0.03% Added +28.6k +28,646
45 Global Strategic Investment Solutions, LLC 1.87% of their portfolio Scottsdale, AZ 409,414409.4k $20.9m $20.9m 1.87% Reduced -11.5k -11,526
46 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 397,053397.1k $20.2m $20.2m 0.03% Added +35.8k +35,799
47 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 381,476381.5k $19.5m $19.5m 0.09% Added +144.0k +144,017
48 Interchange Capital Partners, LLC 3.45% of their portfolio PITTSBURGH, PA 359,911359.9k $18.4m $18.4m 3.45% Added +140.9k +140,912
49 Gradient Investments LLC 0.25% of their portfolio ARDEN HILLS, MN 356,845356.8k $18.2m $18.2m 0.25% Added +84.4k +84,397
50 AXXCESS WEALTH MANAGEMENT, LLC 0.27% of their portfolio CARLSBAD, CA 337,670337.7k $17.2m $17.2m 0.27% Reduced -45.6k -45,594
51 Capital Asset Advisory Services LLC 0.59% of their portfolio Williamston, MI 317,774317.8k $16.2m $16.2m 0.59% Reduced -31.2k -31,155
52 Red Door Wealth Management, LLC 1.44% of their portfolio Memphis, TN 310,180310.2k $15.8m $15.8m 1.44% Added +135.0k +134,982
53 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 293,012293.0k $14.9m $14.9m 0.01% Added +43.8k +43,804
54 Principle Wealth Partners LLC 0.73% of their portfolio MADISON, CT 291,500291.5k $14.9m $14.9m 0.73% Added +67.8k +67,774
55 Prime Capital Investment Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 289,295289.3k $14.8m $14.8m 0.14% Added +3.5k +3,454
56 Chesley Taft & Associates LLC 0.57% of their portfolio CHICAGO, IL 285,335285.3k $14.6m $14.6m 0.57% Added +55.5k +55,525
57 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 283,757283.8k $14.5m $14.5m 0.00% Added +30.7k +30,660
58 Oak Harvest Investment Services 1.35% of their portfolio HOUSTON, TX 282,359282.4k $14.4m $14.4m 1.35% Added +11.8k +11,817
59 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 278,708278.7k $14.2m $14.2m 0.04% Added +6.8k +6,827
60 Boothe Investment Group, Inc. 4.41% of their portfolio DOVER, DE 274,289274.3k $14.0m $14.0m 4.41% Reduced -3.1k -3,057
61 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 268,691268.7k $13.7m $13.7m 0.05% Reduced -10.7k -10,663
62 GREAT VALLEY ADVISOR GROUP, INC. 0.22% of their portfolio WILMINGTON, DE 268,058268.1k $13.7m $13.7m 0.22% Added +20.3k +20,256
63 Rosenberg Matthew Hamilton 2.50% of their portfolio GRAND JUNCTION, CO 262,671262.7k $13.4m $13.4m 2.50% Reduced -6.8k -6,833
64 Phoenix Wealth Advisors 4.49% of their portfolio CHAPEL HILL, NC 261,094261.1k $13.3m $13.3m 4.49% Added +56.1k +56,128
65 Farther Finance Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 260,393260.4k $13.3m $13.3m 0.10% Added +57.5k +57,451
66 Sequoia Financial Advisors, LLC 0.07% of their portfolio Akron, OH 257,948257.9k $13.2m $13.2m 0.07% Reduced -14.2k -14,247
67 MBM WEALTH CONSULTANTS, LLC 2.42% of their portfolio CHESTERFIELD, MO 245,679245.7k $12.5m $12.5m 2.42% Added +9.1k +9,124
68 Auxano Advisors, LLC 2.29% of their portfolio BELLEVUE, WA 237,243237.2k $12.1m $12.1m 2.29% Reduced -16.4k -16,393
69 Elequin Capital, LP 0.40% of their portfolio NEW YORK, NY 236,301236.3k $12.1m $12.1m 0.40% Added +154.4k +154,398
70 Fiduciary Trust Co 0.13% of their portfolio Boston, MA 231,332231.3k $11.8m $11.8m 0.13% Reduced -84.8k -84,782
71 Opal Wealth Advisors, LLC 2.48% of their portfolio JERICHO, NY 224,850224.8k $11.5m $11.5m 2.48% Added +6.9k +6,855
72 CITIZENS FINANCIAL GROUP INC/RI 0.14% of their portfolio PROVIDENCE, RI 220,283220.3k $11.2m $11.2m 0.14% Added +44.6k +44,624
73 Avidian Wealth Enterprises, LLC 0.31% of their portfolio Houston, TX 218,332218.3k $11.1m $11.1m 0.31% Reduced -27.9k -27,863
74 Diversified Portfolios, Inc. 0.79% of their portfolio Bloomfield Hills, MI 214,582214.6k $10.9m $10.9m 0.79% Reduced -28.3k -28,304
75 DAVIDSON INVESTMENT ADVISORS 0.44% of their portfolio GREAT FALLS, MT 209,448209.4k $10.7m $10.7m 0.44% Reduced -7.4k -7,383
76 SIMON QUICK ADVISORS, LLC 0.43% of their portfolio MORRISTOWN, NJ 208,365208.4k $10.6m $10.6m 0.43% Added +1.3k +1,336
77 TD Capital Management LLC 0.83% of their portfolio MEMPHIS, TN 198,650198.7k $10.1m $10.1m 0.83% Reduced -21.2k -21,200
78 Aspen Wealth Management LLC 1.69% of their portfolio FORT WORTH, TX 195,619195.6k $10.0m $10.0m 1.69% Added +31.6k +31,609
79 OpenArc Corporate Advisory, LLC 0.12% of their portfolio ATLANTA, GA 193,764193.8k $9.9m $9.9m 0.12% Added +70.8k +70,766
80 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 187,582187.6k $9.6m $9.6m 0.02% Reduced -68.3k -68,257
81 Summit Financial, LLC 0.10% of their portfolio PARSIPPANY, NJ 186,728186.7k $9.5m $9.5m 0.10% Reduced -9.3k -9,311
82 REGIONS FINANCIAL CORP 0.05% of their portfolio BIRMINGHAM, AL 179,398179.4k $9.1m $9.1m 0.05% Reduced -2.7k -2,666
83 RPg Family Wealth Advisory, LLC 0.85% of their portfolio BURLINGTON, MA 179,298179.3k $9.1m $9.1m 0.85% Added +88.4k +88,384
84 Valeo Financial Advisors, LLC 0.18% of their portfolio CARMEL, IN 166,682166.7k $8.5m $8.5m 0.18% Added +3.0k +2,970
85 Quotient Wealth Partners, LLC 0.20% of their portfolio DALLAS, TX 165,677165.7k $8.4m $8.4m 0.20% Added +22.4k +22,394
86 YHB Investment Advisors, Inc. 0.54% of their portfolio West Hartford, CT 165,574165.6k $8.4m $8.4m 0.54% Added +41.2k +41,202
87 Whitegate Investment Counselors, Inc. 2.39% of their portfolio CONCORD, NH 164,442164.4k $8.4m $8.4m 2.39% Reduced -9.6k -9,565
88 Great Point Wealth Advisors, LLC 1.33% of their portfolio BOSTON, MA 161,685161.7k $8.2m $8.2m 1.33% Reduced -1.3k -1,270
89 Vertex Planning Partners, LLC 1.20% of their portfolio DOWNERS GROVE, IL 157,816157.8k $8.0m $8.0m 1.20% Added +1.4k +1,416
90 Stratos Wealth Partners, LTD. 0.08% of their portfolio BEACHWOOD, OH 152,465152.5k $7.8m $7.8m 0.08% Added +3.5k +3,514
91 Elmwood Wealth Management, Inc. 1.91% of their portfolio BERKELEY, CA 149,352149.4k $7.6m $7.6m 1.91% Added +2.1k +2,131
92 CENTRAL TRUST Co 0.13% of their portfolio JEFFERSON CITY, MO 145,149145.1k $7.4m $7.4m 0.13% Added +4.6k +4,570
93 Southeast Asset Advisors, LLC 0.74% of their portfolio THOMASVILLE, GA 143,600143.6k $7.3m $7.3m 0.74% Added +358 +358
94 Apex Wealth Management, LLC 4.46% of their portfolio BEDFORD, NH 143,272143.3k $7.3m $7.3m 4.46% Added +1.6k +1,558
95 Per Stirling Capital Management, LLC. 0.70% of their portfolio AUSTIN, TX 143,243143.2k $7.3m $7.3m 0.70% Reduced -2.4k -2,389
96 MY Wealth Management Inc. 5.07% of their portfolio GERMANTOWN, MD 141,183141.2k $7.2m $7.2m 5.07% Added +103.2k +103,225
97 Sierra Capital LLC 0.68% of their portfolio MIAMI, FL 137,619137.6k $7.0m $7.0m 0.68% Unchanged
98 PDS Planning, Inc 0.39% of their portfolio DUBLIN, OH 131,459131.5k $6.7m $6.7m 0.39% Added +20.4k +20,415
99 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 130,874130.9k $6.7m $6.7m 0.03% Unchanged
100 Capital Advisors Wealth Management, LLC 0.78% of their portfolio YAKIMA, WA 130,140130.1k $6.6m $6.6m 0.78% Reduced -8.8k -8,843