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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

457 hedge funds and large institutions have $2.35B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 193 increasing their positions, 144 reducing their positions, and 38 closing their positions.

Holders
457
Holders Change
+25
Holders Change %
+5.79%
% of All Funds
6.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.24%
New
68
Increased
193
Reduced
144
Closed
38
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
+$330K

Top Buyers

1
B
1
Bailard
California
$43.5M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$122M
3
HWM
3
HB Wealth Management
Georgia
$29.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$22.2M
5
LPL Financial
5
LPL Financial
California
$118M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$487K
2
FT
2
Fiduciary Trust
Massachusetts
$34.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$15.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$38.9M
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
226
Rooted Wealth Advisors
Illinois
$1.07M 21,014 +68 +0.3%
FAIM
227
Financial Advocates Investment Management
Washington
$1.06M 20,836 +15,760 +310%
WIC
228
Woodmont Investment Counsel
Tennessee
$1.04M 20,579 +525 +3%
KA
229
Klingman & Associates
New York
$1.02M 20,201 -14,522 -42%
SOS
230
Silver Oak Securities
Tennessee
$1.02M 20,011 +58 +0.3%
TP
231
Tranquility Partners
Tennessee
$1.02M 20,049 – –
P
232
&Partners
Tennessee
$1.01M 19,981 +669 +3%
KAS
233
Kestra Advisory Services
Texas
$1.01M 19,834 +3,982 +25%
SFS
234
Security Financial Services
Indiana
$1M 19,749 +150 +0.8%
UWM
235
USAdvisors Wealth Management
Minnesota
$993K 19,598 +5,370 +38%
FWP
236
FAS Wealth Partners
Kansas
$990K 19,526 +1,128 +6%
VA
237
Valmark Advisers
Ohio
$986K 19,441 +9,579 +97%
WCM
238
WealthBridge Capital Management
Ohio
$978K 19,286 +2,470 +15%
OIA
239
OneDigital Investment Advisors
Kansas
$976K 19,242 +11,063 +135%
DWP
240
Daymark Wealth Partners
Ohio
$943K 18,591 -384 -2%
NCM
241
NCM Capital Management
New Jersey
$937K 18,480 +8,500 +85%
MWG
242
Martin Worley Group
Utah
$921K 18,170 +18,170 New
CAM
243
Cozad Asset Management
Illinois
$903K 17,813 +17,813 New
4WM
244
49 Wealth Management
Texas
$893K 17,617 -9,205 -34%
GI
245
GAMMA Investing
California
$874K 17,228 +3,192 +23%
ICP
246
Impact Capital Partners
Colorado
$868K 17,122 +17,122 New
BI
247
Bolthouse Investments
California
$866K 17,076 +17,076 New
SAI
248
Savvy Advisors Inc
New York
$862K 17,000 – –
JFA
249
JNBA Financial Advisors
Minnesota
$859K 16,935 -136 -0.8%
KWM
250
Kingsview Wealth Management
Oregon
$858K 16,914 +707 +4%
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10
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