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JMSTJPMorgan Ultra-Short Municipal Income ETF

Get income7y track recordRanked #99 of 1,650 in this goal

Seeks high current income exempt from federal income tax with relative stability of principal.

By JPMorgan · Launched 2018

Annual Cost

0.18%

#763 of 5,853 · low cost

Fund Size

$6.7B

#379 of 5,853 · large

Dividend YieldGoal

2.65%

Track Record

7 years

#1,792 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,244+2.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 20.4% of fundwell diversified

JPMorgan Institutional Tax Free Money Market Fund
13.3%
New York City Municipal Water Finance Authority
1.1%
State of Washington
0.9%
State of Minnesota
0.8%
Triborough Bridge & Tunnel Authority
0.8%
Township of Woodbridge NJ
0.7%
Maryland Health & Higher Educational Facilities Authority
0.7%
Tarrant County Cultural Education Facilities Finance Corp.
0.7%
County of Hamilton OH Sales Tax Revenue
0.7%
Massachusetts Development Finance Agency
0.6%

Asset allocation

Bonds
89.5%
Cash
10.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.6%Low

Year-on-year price swings

Max drawdown
-2.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.53Below average
Sortino (3Y)
-0.72Moderate downside risk

Bond profile

Duration

4.0 years

Avg maturity

10.2 years

Credit ratings

AAA
9.3%
AA
63.8%
A
11.3%
BBB
0.4%
BB
0.1%
Other
15.0%

Listing

Exchange
NYSE Arca, Cboe BZX

Full fund details

Objective
Seeks high current income exempt from federal income tax with relative stability of principal.
Strategy
Invests primarily in municipal securities, aiming for current income while maintaining a weighted average maturity of two years or less. At least 80% of assets are in securities exempt from federal income tax, focusing on investment-grade quality.
Inception date
October 16, 2018
Fund family
JPMorgan

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Data updated on 2026-08-02