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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

487 hedge funds and large institutions have $2.67B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 239 increasing their positions, 141 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+30
Holders Change %
+6.56%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
63
Increased
239
Reduced
141
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$38.1M
2
AWE
Avidian Wealth Enterprises
Texas
+$27M
3
Wells Fargo
Wells Fargo
California
+$20.6M
4
LPL Financial
LPL Financial
California
+$19.5M
5
Jane Street
Jane Street
New York
+$15.8M

Top Sellers

1
TW
Transform Wealth
Colorado
-$10.4M
2
FT
Fiduciary Trust
Massachusetts
-$10.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.21M
4
CG
CFO4Life Group
Texas
-$6.77M
5
IAA
Independent Advisor Alliance
North Carolina
-$6.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMF
226
Red Mountain Financial
Colorado
$1.34M +$11.7K +231 +0.9%
GWSG
227
GPS Wealth Strategies Group
Colorado
$1.33M +$908K +17,854 +213%
VA
228
Valmark Advisers
Ohio
$1.3M +$312K +6,141 +32%
FCM
229
Firestone Capital Management
Florida
$1.29M +$84.8K +1,668 +7%
BCG
230
BayBridge Capital Group
California
$1.28M +$8.19K +161 +0.6%
NC
231
NewSquare Capital
Pennsylvania
$1.28M +$144K +2,829 +13%
SWP
232
Summit Wealth Partners
Florida
$1.26M +$186K +3,663 +17%
Citadel Advisors
233
Citadel Advisors
Florida
$1.25M +$1.25M +24,654 New
KAS
234
Kestra Advisory Services
Texas
$1.25M +$237K +4,670 +24%
CWA
235
Canvas Wealth Advisors
Kansas
$1.22M +$134K +2,641 +12%
EFA
236
Evernest Financial Advisors
Indiana
$1.21M -$2.8M -55,105 -70%
SAM
237
Strive Asset Management
Ohio
$1.18M +$1.18M +23,248 New
UWM
238
USAdvisors Wealth Management
Minnesota
$1.15M +$155K +3,053 +16%
PFS
239
Prospera Financial Services
Texas
$1.14M -$33.5K -658 -3%
P
240
&Partners
Tennessee
$1.12M +$103K +2,029 +10%
FAIM
241
Financial Advocates Investment Management
Washington
$1.1M +$44.2K +869 +4%
WCM
242
WealthBridge Capital Management
Ohio
$1.1M +$120K +2,366 +12%
IWP
243
IAG Wealth Partners
Wisconsin
$1.1M +$339K +6,668 +45%
RWA
244
Rooted Wealth Advisors
Illinois
$1.06M -$2.39K -47 -0.2%
LWA
245
Lifelong Wealth Advisors
Minnesota
$1.06M -$135K -2,654 -11%
WIC
246
Woodmont Investment Counsel
Tennessee
$1.05M – – –
TDC
247
Thompson Davis & Co
Virginia
$1.03M -$175K -3,437 -14%
SPIA
248
Steward Partners Investment Advisory
New York
$1.03M +$178K +3,500 +21%
TP
249
Tranquility Partners
Tennessee
$1.02M – – –
MAC
250
Mason & Associates (California)
California
$1.02M -$831K -16,342 -45%
8 9
10
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