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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 %
MTWM
276
Masso Torrence Wealth Management
New Jersey
$818K +$12.6K +248 +2%
AC
277
Apella Capital
Connecticut
$818K +$8K +158 +1%
KWM
278
Kingsview Wealth Management
Oregon
$810K -$50K -983 -6%
EBWM
279
Eagle Bluffs Wealth Management
Missouri
$809K -$5.03K -99 -0.6%
WCFA
280
Walkner Condon Financial Advisors
Wisconsin
$808K +$77.8K +1,530 +11%
MSFS
281
Main Street Financial Solutions
Pennsylvania
$807K +$807K +15,880 New
ACG
282
Allen Capital Group
Nebraska
$807K -$659K -12,965 -45%
KCIC
283
Kuhn & Co Investment Counsel
Illinois
$799K +$160K +3,156 +25%
PCM
284
Presidio Capital Management
California
$780K +$373K +7,330 +91%
WA
285
Waverly Advisors
Alabama
$774K +$258K +5,082 +50%
SFG
286
Sage Financial Group
Pennsylvania
$765K +$107K +2,114 +16%
SIA
287
Soltis Investment Advisors
Utah
$764K +$113K +2,226 +17%
BFIM
288
Beese Fulmer Investment Management
Ohio
$760K +$305K +6,000 +67%
ICP
289
Impact Capital Partners
Colorado
$759K -$112K -2,205 -13%
BCP
290
Blue Chip Partners
Michigan
$755K +$755K +14,854 New
CWM
291
Collaborative Wealth Management
Florida
$755K +$20.7K +408 +3%
MP
292
McDonald Partners
Ohio
$742K – – –
CFS
293
Commonwealth Financial Services
West Virginia
$742K -$69.3K -1,362 -9%
PSCM
294
Per Stirling Capital Management
Texas
$734K +$100K +1,975 +16%
TWM
295
Tradition Wealth Management
Minnesota
$713K -$356K -7,000 -33%
AQR Capital Management
296
AQR Capital Management
Connecticut
$713K +$232K +4,561 +48%
CW
297
CreativeOne Wealth
Kansas
$712K -$7.07K -139 -1%
ATC
298
Argent Trust Co
Tennessee
$709K – – –
SPC
299
Sigma Planning Corp
Michigan
$709K +$52.6K +1,034 +8%
SPFA
300
Summit Place Financial Advisors
New Jersey
$702K +$702K +13,800 New
10 11
12
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