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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 %
ACS
326
Archford Capital Strategies
Illinois
$452K 8,920 +1,196 +15%
RHP
327
Royal Harbor Partners
Texas
$451K 8,886 – –
CMBA
328
C.M. Bidwell & Associates
Hawaii
$450K 8,865 – –
CWM
329
Connecticut Wealth Management
Connecticut
$444K 8,765 – –
PWG
330
Private Wealth Group
Florida
$439K 8,663 +8,663 New
William Blair & Company
331
William Blair & Company
Illinois
$438K 8,643 -1,976 -19%
SIG
332
Sargent Investment Group
Maryland
$438K 8,635 +8,635 New
GGV
333
GG Group Ventures
Florida
$436K 8,589 -291 -3%
CFO
334
Collective Family Office
Pennsylvania
$434K 8,550 -17,079 -67%
SA
335
Sincerus Advisory
New York
$429K 8,458 +8,458 New
TC
336
TownSquare Capital
Utah
$427K 8,424 -1,391 -14%
GWSG
337
GPS Wealth Strategies Group
Colorado
$425K 8,388 -6,456 -43%
CWM
338
Congress Wealth Management
Massachusetts
$425K 8,385 +8,385 New
PS
339
Principal Securities
Iowa
$424K 8,368 -9,000 -52%
FWA
340
FOCUS Wealth Advisors
Texas
$423K 8,334 +8,334 New
MW
341
Members Wealth
Pennsylvania
$422K 8,305 +8,305 New
RDFA
342
Ritter Daniher Financial Advisory
Ohio
$418K 8,235 – –
HB
343
HTLF Bank
Colorado
$414K 8,162 – –
GCA
344
Gradient Capital Advisors
California
$412K 8,127 +333 +4%
RA
345
Ruggaard & Associates
Ohio
$411K 8,100 – –
PCM
346
Presidio Capital Management
California
$407K 8,019 -4,907 -38%
RWP
347
RWA Wealth Partners
Massachusetts
$400K 7,889 -148 -2%
BEI
348
Benjamin Edwards Inc
Missouri
$394K 7,763 -1,627 -17%
DC
349
Davenport & Co
Virginia
$393K 7,754 +62 +0.8%
MWML
350
M Wealth Management LLC
California
$391K 7,711 +7,711 New
12 13
14
15 16