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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 %
SFG
276
Sage Financial Group
Pennsylvania
$655K 12,926 +684 +6%
SPC
277
Sigma Planning Corp
Michigan
$655K 12,909 +709 +6%
SIA
278
Soltis Investment Advisors
Utah
$649K 12,792 +1 +0%
MCFP
279
Mallini Complete Financial Planning
Florida
$644K 12,707 +12,707 New
KCIC
280
Kuhn & Co Investment Counsel
Illinois
$637K 12,554 +1,868 +17%
SFA
281
Souders Financial Advisors
Ohio
$634K 12,507 +1,148 +10%
PSCM
282
Per Stirling Capital Management
Texas
$632K 12,465 -10,820 -46%
VIM
283
Vista Investment Management
Pennsylvania
$632K 12,458 -2,650 -18%
AF
284
Advisornet Financial
Minnesota
$628K 12,375 -11,911 -49%
BWM
285
BlackDiamond Wealth Management
New York
$625K 12,319 +2,206 +22%
GPW
286
Genesis Private Wealth
Virginia
$623K 12,288 +12,288 New
WB
287
Webster Bank
Connecticut
$599K 11,816 – –
AHC
288
Adell Harriman & Carpenter
Texas
$596K 11,750 – –
NL
289
NWAM LLC
Washington
$594K 11,711 -1,822 -13%
TL
290
Tradewinds LLC
North Carolina
$589K 11,600 +11,600 New
SCG
291
Sonata Capital Group
Washington
$586K 11,547 +1,125 +11%
TAM
292
Titleist Asset Management
Texas
$585K 11,537 -208 -2%
FFA
293
Farther Finance Advisors
California
$575K 11,339 -4,451 -28%
AWM
294
Avaii Wealth Management
Wisconsin
$574K 11,323 -929 -8%
WIP
295
WealthCare Investment Partners
Rhode Island
$574K 11,315 -4,171 -27%
EFS
296
Essex Financial Services
Connecticut
$570K 11,240 -745 -6%
IWM
297
IHT Wealth Management
Illinois
$561K 11,053 -6,339 -36%
MA
298
MONECO Advisors
Connecticut
$555K 10,939 +3,060 +39%
PWA
299
Peterson Wealth Advisors
Utah
$554K 10,922 -2,027 -16%
HI
300
Harbour Investments
Wisconsin
$548K 10,800 -162 -1%
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12
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