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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 %
FDW
251
Fourth Dimension Wealth
Ohio
$853K 16,817 +16,817 New
SPIA
252
Steward Partners Investment Advisory
New York
$851K 16,786 – –
IPW
253
Intergy Private Wealth
Colorado
$844K 16,647 -3,845 -19%
YWS
254
Yarger Wealth Strategies
Ohio
$818K 16,137 +10,013 +164%
EBWM
255
Eagle Bluffs Wealth Management
Missouri
$814K 16,012 -79 -0.5%
AC
256
Apella Capital
Connecticut
$811K 15,995 +129 +0.8%
CFS
257
Commonwealth Financial Services
West Virginia
$809K 15,956 – –
MTWM
258
Masso Torrence Wealth Management
New Jersey
$804K 15,846 +1,200 +8%
LWA
259
Lineweaver Wealth Advisors
Ohio
$784K 15,451 +1,734 +13%
JBA
260
Johnson Bixby & Associates
Washington
$765K 15,090 +826 +6%
IWP
261
IAG Wealth Partners
Wisconsin
$755K 14,898 -3,904 -21%
MP
262
McDonald Partners
Ohio
$740K 14,600 – –
CWM
263
Collaborative Wealth Management
Florida
$732K 14,434 +1,533 +12%
WCFA
264
Walkner Condon Financial Advisors
Wisconsin
$728K 14,360 -1,044 -7%
CW
265
CreativeOne Wealth
Kansas
$718K 14,149 +797 +6%
RA
266
RFG Advisory
Alabama
$714K 14,086 +5,333 +61%
ATC
267
Argent Trust Co
Tennessee
$708K 13,952 +211 +2%
CWM
268
Centurion Wealth Management
Virginia
$699K 13,779 -161 -1%
SFG
269
Shum Financial Group
California
$697K 13,728 -4,791 -26%
DWM
270
Dakota Wealth Management
Florida
$690K 13,615 +1,515 +13%
TSWM
271
Tyler-Stone Wealth Management
Ohio
$676K 13,338 +2,120 +19%
FCFC
272
First Citizens Financial Corp
Iowa
$666K 13,126 -3,461 -21%
JJBC
273
James J. Burns & Company
New York
$663K 13,068 -6,450 -33%
HFM
274
Hartford Financial Management
Connecticut
$661K 13,034 -5,586 -30%
AOWM
275
Alpha Omega Wealth Management
Virginia
$658K 12,974 -1,109 -8%
9 10
11
12 13