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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
HI
301
Harbour Investments
Wisconsin
$548K -$8.23K -162 -1%
IA
302
IFG Advisory
Georgia
$545K +$546K +10,752 New
FOR
303
Family Office Research
Maryland
$534K +$535K +10,532 New
LSIA
304
LaSalle St. Investment Advisors
Illinois
$528K +$33.4K +658 +7%
EA
305
Enclave Advisors
Texas
$528K +$278K +5,477 +111%
GWM
306
Geneos Wealth Management
Colorado
$520K +$360K +7,085 +224%
SMG
307
Smart Money Group
Texas
$515K +$660 +13 +0.1%
WA
308
Waverly Advisors
Alabama
$515K +$48.6K +957 +10%
IDA
309
Intelligence Driven Advisers
California
$511K -$108K -2,130 -17%
PCA
310
Pallas Capital Advisors
Massachusetts
$507K – – –
TFO
311
Tarbox Family Office
California
$505K +$2.49K +49 +0.5%
SFG
312
Sterling Financial Group
California
$504K +$504K +9,930 New
TNBTD
313
Trustmark National Bank Trust Department
Mississippi
$496K – – –
SWP
314
Sagespring Wealth Partners
Tennessee
$494K +$494K +9,734 New
AAS
315
Annex Advisory Services
Wisconsin
$487K -$21.2M -416,590 -98%
AQR Capital Management
316
AQR Capital Management
Connecticut
$479K +$1.93K +38 +0.4%
SWM
317
SFG Wealth Management
Maryland
$478K -$492K -9,687 -51%
CWS
318
Confluence Wealth Services
Pennsylvania
$473K – – –
NG
319
Novem Group
New York
$473K +$473K +9,320 New
SS
320
Sunbelt Securities
Texas
$465K – – –
PA
321
Parallel Advisors
California
$464K +$464K +9,142 New
AWS
322
Atria Wealth Solutions
New York
$463K -$23.7K -467 -5%
JSW
323
Journey Strategic Wealth
New Jersey
$460K -$151K -2,970 -25%
BFO
324
Boston Family Office
Massachusetts
$456K – – –
WAM
325
WNY Asset Management
New York
$456K – – –
11 12
13
14 15

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.