We are live on ! Find out more
JMST icon

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
AOWM
276
Alpha Omega Wealth Management
Virginia
$658K -$56.3K -1,109 -8%
SFG
277
Sage Financial Group
Pennsylvania
$655K +$34.7K +684 +6%
SPC
278
Sigma Planning Corp
Michigan
$655K +$36K +709 +6%
SIA
279
Soltis Investment Advisors
Utah
$649K +$51 +1 +0%
MCFP
280
Mallini Complete Financial Planning
Florida
$644K +$645K +12,707 New
KCIC
281
Kuhn & Co Investment Counsel
Illinois
$637K +$94.9K +1,868 +17%
SFA
282
Souders Financial Advisors
Ohio
$634K +$58.3K +1,148 +10%
PSCM
283
Per Stirling Capital Management
Texas
$632K -$550K -10,820 -46%
VIM
284
Vista Investment Management
Pennsylvania
$632K -$135K -2,650 -18%
AF
285
Advisornet Financial
Minnesota
$628K -$605K -11,911 -49%
BWM
286
BlackDiamond Wealth Management
New York
$625K +$112K +2,206 +22%
GPW
287
Genesis Private Wealth
Virginia
$623K +$624K +12,288 New
WB
288
Webster Bank
Connecticut
$599K – – –
AHC
289
Adell Harriman & Carpenter
Texas
$596K – – –
NL
290
NWAM LLC
Washington
$594K -$92.5K -1,822 -13%
TL
291
Tradewinds LLC
North Carolina
$589K +$589K +11,600 New
SCG
292
Sonata Capital Group
Washington
$586K +$57.1K +1,125 +11%
TAM
293
Titleist Asset Management
Texas
$585K -$10.6K -208 -2%
FFA
294
Farther Finance Advisors
California
$575K -$226K -4,451 -28%
AWM
295
Avaii Wealth Management
Wisconsin
$574K -$47.2K -929 -8%
WIP
296
WealthCare Investment Partners
Rhode Island
$574K -$212K -4,171 -27%
EFS
297
Essex Financial Services
Connecticut
$570K -$37.8K -745 -6%
IWM
298
IHT Wealth Management
Illinois
$561K -$322K -6,339 -36%
MA
299
MONECO Advisors
Connecticut
$555K +$155K +3,060 +39%
PWA
300
Peterson Wealth Advisors
Utah
$554K -$103K -2,027 -16%
10 11
12
13 14

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.