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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 %
SFS
251
Security Financial Services
Indiana
$1.01M +$6.92K +136 +0.7%
FWP
252
FAS Wealth Partners
Kansas
$1.01M +$13.4K +264 +1%
USGIU
253
U.S. Global Investors (USGI)
Texas
$1M +$1M +19,700 New
CAS
254
Coppell Advisory Solutions
Texas
$994K +$988K +17,867 +16,544%
SIG
255
Sargent Investment Group
Maryland
$981K +$542K +10,650 +123%
KPWS
256
Kestra Private Wealth Services
Texas
$977K +$977K +19,209 New
CAM
257
Cozad Asset Management
Illinois
$973K +$67.1K +1,319 +7%
LFG
258
Leverty Financial Group
Wisconsin
$968K +$968K +19,043 New
SC
259
Slow Capital
California
$952K -$2.66M -52,355 -74%
DWP
260
Daymark Wealth Partners
Ohio
$943K -$2.8K -55 -0.3%
4WM
261
49 Wealth Management
Texas
$940K +$44K +865 +5%
BWP
262
BSW Wealth Partners
Colorado
$934K -$222K -4,360 -19%
GI
263
GAMMA Investing
California
$930K +$53.6K +1,055 +6%
SCA
264
Sandy Cove Advisors
Massachusetts
$928K +$697K +13,714 +302%
Morgan Stanley
265
Morgan Stanley
New York
$915K -$2.18M -42,911 -70%
LWA
266
Lineweaver Wealth Advisors
Ohio
$896K +$110K +2,168 +14%
MWG
267
Martin Worley Group
Utah
$888K -$36.1K -709 -4%
FFA
268
Farther Finance Advisors
California
$883K +$306K +6,021 +53%
SOS
269
Silver Oak Securities
Tennessee
$873K -$144K -2,832 -14%
BI
270
Bolthouse Investments
California
$867K -$1.02K -20 -0.1%
SAI
271
Savvy Advisors Inc
New York
$866K +$1.22K +24 +0.1%
JFA
272
JNBA Financial Advisors
Minnesota
$861K – – –
FDW
273
Fourth Dimension Wealth
Ohio
$859K +$3.92K +77 +0.5%
YWS
274
Yarger Wealth Strategies
Ohio
$836K +$15.4K +303 +2%
IPW
275
Intergy Private Wealth
Colorado
$820K -$27K -530 -3%
9 10
11
12 13