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JPMorgan Ultra-Short Municipal Income ETF
JMST

459 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 70 funds opening new positions, 193 increasing their positions, 144 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 38

34% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 144

6% more funds holding

Funds holding: 432 → 459 (+27)

6% more capital invested

Capital invested by funds: $2.22B → $2.35B (+$132M)

1.11% more ownership

Funds ownership: 75.63% → 76.74% (+1.1%)

14% less funds holding in top 10

Funds holding in top 10: 21 → 18 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
6.05%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.24%
New
70
Increased
193
Reduced
144
Closed
38
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
+$330K

Top Buyers

1
B
Bailard
California
+$43.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.5M
3
HWM
HB Wealth Management
Georgia
+$23.5M
4
LPL Financial
LPL Financial
California
+$20.5M
5
NP
NorthRock Partners
Minnesota
+$12.3M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$21.2M
2
FT
Fiduciary Trust
Massachusetts
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.84M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.54M
5
Renaissance Technologies
Renaissance Technologies
New York
-$8.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
226
Rooted Wealth Advisors
Illinois
$1.07M +$3.45K +68 +0.3%
FAIM
227
Financial Advocates Investment Management
Washington
$1.06M +$801K +15,760 +310%
WIC
228
Woodmont Investment Counsel
Tennessee
$1.04M +$26.7K +525 +3%
KA
229
Klingman & Associates
New York
$1.02M -$738K -14,522 -42%
RYIA
230
Roehl & Yi Investment Advisors
Oregon
$1.02M +$1.02M +20,132 New
SOS
231
Silver Oak Securities
Tennessee
$1.02M +$2.95K +58 +0.3%
TP
232
Tranquility Partners
Tennessee
$1.02M – – –
P
233
&Partners
Tennessee
$1.01M +$34K +669 +3%
KAS
234
Kestra Advisory Services
Texas
$1.01M +$202K +3,982 +25%
SFS
235
Security Financial Services
Indiana
$1M +$7.62K +150 +0.8%
UWM
236
USAdvisors Wealth Management
Minnesota
$993K +$273K +5,370 +38%
FWP
237
FAS Wealth Partners
Kansas
$990K +$57.3K +1,128 +6%
VA
238
Valmark Advisers
Ohio
$986K +$487K +9,579 +97%
WCM
239
WealthBridge Capital Management
Ohio
$978K +$125K +2,470 +15%
OIA
240
OneDigital Investment Advisors
Kansas
$976K +$562K +11,063 +135%
DWP
241
Daymark Wealth Partners
Ohio
$943K -$19.5K -384 -2%
NCM
242
NCM Capital Management
New Jersey
$937K +$432K +8,500 +85%
MWG
243
Martin Worley Group
Utah
$921K +$923K +18,170 New
CAM
244
Cozad Asset Management
Illinois
$903K +$905K +17,813 New
4WM
245
49 Wealth Management
Texas
$893K -$468K -9,205 -34%
GI
246
GAMMA Investing
California
$874K +$162K +3,192 +23%
ICP
247
Impact Capital Partners
Colorado
$868K +$870K +17,122 New
BI
248
Bolthouse Investments
California
$866K +$867K +17,076 New
SAI
249
Savvy Advisors Inc
New York
$862K – – –
JFA
250
JNBA Financial Advisors
Minnesota
$859K -$6.91K -136 -0.8%
8 9
10
11 12

JMST Hedge Fund Activity: Q4 2024 in Review

459 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q4 2024, worth a combined $2.35B — up 5.9% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new JMST positions and 38 closed out — a net gain of 32 holders — while 193 added to existing stakes and 144 trimmed.

The largest buyer was Bailard, opening a new position worth an estimated $43.6M. The largest seller was Annex Advisory Services, cutting an estimated $21.2M.

  • 459 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q4 2024, up from 432 in Q3 2024.
  • Funds reported $2.35B of JPMorgan Ultra-Short Municipal Income ETF stock for Q4 2024, up 5.9% quarter-over-quarter.
  • 70 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q4 2024 and 38 closed out, a net change of +32 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q4 2024 was Bailard, an estimated $43.6M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q4 2024 was Annex Advisory Services, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2024.