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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 %
ESB
301
Essex Savings Bank
Connecticut
$699K +$343K +6,737 +96%
CWM
302
Centurion Wealth Management
Virginia
$699K – – –
DWM
303
Dakota Wealth Management
Florida
$692K – – –
AWM
304
Apollon Wealth Management
South Carolina
$691K +$325K +6,391 +89%
JCM
305
Jacobi Capital Management
Pennsylvania
$679K +$301K +5,919 +80%
QWM
306
Quadcap Wealth Management
Texas
$674K +$298K +5,864 +79%
VIM
307
Vista Investment Management
Pennsylvania
$672K +$38.1K +750 +6%
GPW
308
Genesis Private Wealth
Virginia
$653K +$28K +551 +4%
MCFP
309
Mallini Complete Financial Planning
Florida
$651K +$4.73K +93 +0.7%
CA
310
Claro Advisors
Massachusetts
$648K +$648K +12,750 New
HI
311
Harbour Investments
Wisconsin
$634K +$85.2K +1,675 +16%
BWM
312
BlackDiamond Wealth Management
New York
$625K +$304 +6 +0%
HFM
313
Hartford Financial Management
Connecticut
$625K -$38.2K -752 -6%
AI
314
Atria Investments
North Carolina
$604K -$1.27M -25,039 -68%
SFA
315
Souders Financial Advisors
Ohio
$603K -$33K -649 -5%
TSWM
316
Tyler-Stone Wealth Management
Ohio
$602K -$76.4K -1,502 -11%
JBA
317
Johnson Bixby & Associates
Washington
$601K -$166K -3,267 -22%
WB
318
Webster Bank
Connecticut
$601K – – –
AHC
319
Adell Harriman & Carpenter
Texas
$597K – – –
LSIA
320
LaSalle St. Investment Advisors
Illinois
$597K +$67.7K +1,333 +13%
TL
321
Tradewinds LLC
North Carolina
$590K – – –
PWA
322
Peterson Wealth Advisors
Utah
$583K +$30.2K +597 +5%
TAM
323
Titleist Asset Management
Texas
$582K -$4.88K -96 -0.8%
IA
324
IFG Advisory
Georgia
$574K +$27.4K +538 +5%
SB
325
Strategic Blueprint
Georgia
$570K +$570K +11,209 New
11 12
13
14 15