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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
KWM
251
Kingsview Wealth Management
Oregon
$858K +$35.9K +707 +4%
FDW
252
Fourth Dimension Wealth
Ohio
$853K +$854K +16,817 New
SPIA
253
Steward Partners Investment Advisory
New York
$851K – – –
IPW
254
Intergy Private Wealth
Colorado
$844K -$195K -3,845 -19%
YWS
255
Yarger Wealth Strategies
Ohio
$818K +$509K +10,013 +164%
EBWM
256
Eagle Bluffs Wealth Management
Missouri
$814K -$4.01K -79 -0.5%
AC
257
Apella Capital
Connecticut
$811K +$6.55K +129 +0.8%
CFS
258
Commonwealth Financial Services
West Virginia
$809K – – –
MTWM
259
Masso Torrence Wealth Management
New Jersey
$804K +$61K +1,200 +8%
LWA
260
Lineweaver Wealth Advisors
Ohio
$784K +$88.1K +1,734 +13%
JBA
261
Johnson Bixby & Associates
Washington
$765K +$42K +826 +6%
IWP
262
IAG Wealth Partners
Wisconsin
$755K -$198K -3,904 -21%
MP
263
McDonald Partners
Ohio
$740K – – –
CWM
264
Collaborative Wealth Management
Florida
$732K +$77.9K +1,533 +12%
WCFA
265
Walkner Condon Financial Advisors
Wisconsin
$728K -$53K -1,044 -7%
CW
266
CreativeOne Wealth
Kansas
$718K +$40.5K +797 +6%
RA
267
RFG Advisory
Alabama
$714K +$271K +5,333 +61%
ATC
268
Argent Trust Co
Tennessee
$708K +$10.7K +211 +2%
CWM
269
Centurion Wealth Management
Virginia
$699K -$8.18K -161 -1%
SFG
270
Shum Financial Group
California
$697K -$243K -4,791 -26%
DWM
271
Dakota Wealth Management
Florida
$690K +$77K +1,515 +13%
TSWM
272
Tyler-Stone Wealth Management
Ohio
$676K +$108K +2,120 +19%
FCFC
273
First Citizens Financial Corp
Iowa
$666K -$176K -3,461 -21%
JJBC
274
James J. Burns & Company
New York
$663K -$328K -6,450 -33%
HFM
275
Hartford Financial Management
Connecticut
$661K -$284K -5,586 -30%
9 10
11
12 13

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.