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Who Owns JPMorgan Ultra-Short Municipal Income ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Ultra-Short Municipal Income ETF.

Who crossed 5% of JMST →
Managers holding
31
as of 2026-09-30
Reported value
$151.2M
summed across filings
Shares held
3M
Added vs trimmed
18 / 9
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Trust CoETF555.8K shadded$28.1M
Gradient Investments LLCULTRA SHT MUNCPL404.8K shadded$20.5M
Rosenberg Matthew HamiltonETF312.9K shadded$15.8M
Farther Finance Advisors, LLCETF305.3K shadded$15.4M
Avidian Wealth Enterprises, LLCULTRA SHT MUNCPL227.4K shadded$11.5M
Capital Advisors Wealth Management, LLCULTRA SHT MUNCPL172.5K shadded$8.7M
Valeo Financial Advisors, LLCETF170.9K shadded$8.6M
YHB Investment Advisors, Inc.ULTRA SHT MUNCPL163.5K shtrimmed$8.3M
Leverty Financial Group, LLCULTRA SHT MUNCPL131.4K shadded$6.6M
Graves Light Lenhart Wealth, Inc.ULTRA SHT MUNCPL126.8K shadded$6.4M
Invariant Investment ManagementULTRA SHT MUNCPL56.9K shadded$2.9M
Sunburst Financial Group, LLCULTRA SHT MUNCPL46K shtrimmed$2.3M
Legacy Private Trust Co.ULTRA SHT MUNCPL43.4K shtrimmed$2.2M
PFW Advisors LLCULTRA SHT MUNCPL39.1K shadded$2M
Cooper Financial GroupULTRA SHT MUNCPL37.2K shtrimmed$1.9M
Galvin, Gaustad & Stein, LLCULTRA SHT MUNCPL34.7K shadded$1.8M
Peterson Wealth Advisors, LLCULTRA SHT MUNCPL26.8K shtrimmed$1.4M
THRYVE WEALTH MANAGEMENT LLCULTRA SHT MUNCPL22.8K shadded$1.2M
Mallini Complete Financial Planning LLCETF15.2K shadded$767.9K
Acropolis Investment Management, LLCULTRA SHT MUNCPL13.1K shheld$664.8K
Aletheian Wealth Advisors LLCULTRA SHT MUNCPL11.4K shadded$575.2K
Apella Capital, LLCULTRA SHT MUNCPL11.2K shadded$567.4K
COLLECTIVE FAMILY OFFICE LLCULTRA SHT MUNCPL10.8K sh—$547.5K
AVAII WEALTH MANAGEMENT, LLCULTRA SHT MUNCPL9.4K shtrimmed$476.9K
Sincerus Advisory, LLCULTRA SHT MUNCPL9.2K shadded$467.2K
KWMG, LLCULTRA SHT MUNCPL8.8K shtrimmed$442.8K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund7.1K shtrimmed$356.5K
Balefire, LLCULTRA SHT MUNCPL6.4K shheld$324.1K
Gerald Baker Financial Group LLCULTRA SHT MUNCPL5.3K shtrimmed$268.5K
ELEVATION WEALTH PARTNERS, LLCULTRA SHT MUNCPL2.8K shheld$141.1K
GAMMA Investing LLCETF1.2K shadded$58.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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