Effectdossier · gearchiveerd kwartaal
JMST
JPMorgan Ultra-Short Municipal Income ETF · Financial Services · Asset Management
47Gevolgde houders
+8Δ houders
28.36MGehouden aandelen
$1.45BGerapporteerde waarde
+9Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +20.5% ·
aandelenstroom -0.9% ·
netto nieuwe posities +17.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | 0 | 28.68M | $1.46B | +2 | −2 |
| Q1 2026 | 47 | +8 | 28.36M | $1.45B | +9 | −1 |
| Q4 2025 | 39 | 0 | 28.63M | $1.46B | — | — |
| Q3 2025 | 4 | -2 | 3.82M | $194.91M | — | −2 |
| Q2 2025 | 3 | -1 | 2.28M | $116.33M | — | −1 |
| Q1 2025 | 3 | +1 | 941.06K | $47.85M | +1 | — |
| Q4 2024 | 2 | -1 | 777.35K | $39.42M | — | −1 |
| Q3 2024 | 3 | +2 | 961.06K | $48.96M | +2 | — |
| Q2 2024 | 1 | — | 589.20K | $29.90M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.18M | +5.8% | $213.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Northwestern Mutual Wealth… | 3.88M | -2.5% | $197.59M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 3.08M | +1.8% | $156.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.55M | +4.7% | $79.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 1.38M | 0.0% | $70.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 1.26M | +14.7% | $64.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 1.04M | -1.2% | $52.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 985.11K | -26.4% | $50.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 9 | Raymond James Financial Inc | 942.82K | +5.5% | $48.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Mariner, LLC | 888.00K | -0.1% | $45.27M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Corient Private Wealth LP | 883.84K | -50.5% | $45.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cwm, Llc | 781.69K | +121.1% | $39.85M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 720.78K | +9.6% | $36.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 644.32K | +8.9% | $32.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Cerity Partners LLC | 642.61K | +22.4% | $32.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 532.31K | +14.1% | $27.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 507.10K | Nieuw | $25.85M | 0.0% | New | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 453.81K | -8.1% | $23.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 420.65K | +30.5% | $21.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 412.27K | +5.0% | $21.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 394.69K | +23.4% | $20.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Wealth Enhancement Advisory… | 393.84K | -69.0% | $20.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 382.50K | +4.4% | $19.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 361.25K | +7.0% | $18.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 329.73K | +53.0% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Lido Advisors, LLC | 279.35K | -1.6% | $14.24M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 253.10K | -35.2% | $12.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 249.21K | +11.0% | $12.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Mercer Global Advisors Inc /Adv | 116.63K | -30.9% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 79.28K | -29.2% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 75.72K | -5.3% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 47.72K | +25.8% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 39.66K | +21.2% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 35.16K | +5.7% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Morgan Stanley ✦ | 29.92K | +18.9% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 28.54K | Nieuw | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 17.65K | Nieuw | $899,695 | 0.0% | New | 1 | SEC ↗ |
| 38 | First Manhattan Co. Llc. | 17.52K | Nieuw | $893,170 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 14.01K | Nieuw | $714,382 | 0.0% | New | 1 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 10.92K | Nieuw | $556,498 | 0.0% | New | 1 | SEC ↗ |
| 41 | Blair William & Co/Il | 9.92K | +18.4% | $505,664 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 4.48K | Nieuw | $228,543 | 0.0% | New | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 4.02K | Nieuw | $205,042 | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 1.15K | 0.0% | $58,780 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Allspring Global Investments… | 701 | Nieuw | $35,664 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 39 | -56.2% | $1,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 26 | 0.0% | $1,325 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $25.85M | 0.0% |
| AQR Capital Management | $1.46M | 0.0% |
| Financial Engines Advisors… | $899,695 | 0.0% |
| First Manhattan Co. Llc. | $893,170 | 0.0% |
| Fifth Third Bancorp | $714,382 | 0.0% |
| Quantinno Capital Management… | $556,498 | 0.0% |
| Susquehanna International… | $228,543 | 0.0% |
| Northern Trust Corp | $205,042 | 0.0% |
| Allspring Global Investments… | $35,664 | 0.0% |
Verlaten
| Goldman Sachs Group | $2.25M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 546 houders, 68.22M aandelen, $3.34B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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