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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
BFIM
326
Beese Fulmer Investment Management
Ohio
$454K – – –
ACS
327
Archford Capital Strategies
Illinois
$452K +$60.8K +1,196 +15%
RHP
328
Royal Harbor Partners
Texas
$451K – – –
CMBA
329
C.M. Bidwell & Associates
Hawaii
$450K – – –
CWM
330
Connecticut Wealth Management
Connecticut
$444K – – –
PWG
331
Private Wealth Group
Florida
$439K +$440K +8,663 New
William Blair & Company
332
William Blair & Company
Illinois
$438K -$100K -1,976 -19%
SIG
333
Sargent Investment Group
Maryland
$438K +$439K +8,635 New
GGV
334
GG Group Ventures
Florida
$436K -$14.8K -291 -3%
CFO
335
Collective Family Office
Pennsylvania
$434K -$868K -17,079 -67%
SA
336
Sincerus Advisory
New York
$429K +$430K +8,458 New
TC
337
TownSquare Capital
Utah
$427K -$70.7K -1,391 -14%
GWSG
338
GPS Wealth Strategies Group
Colorado
$425K -$328K -6,456 -43%
CWM
339
Congress Wealth Management
Massachusetts
$425K +$426K +8,385 New
PS
340
Principal Securities
Iowa
$424K -$457K -9,000 -52%
FWA
341
FOCUS Wealth Advisors
Texas
$423K +$423K +8,334 New
MW
342
Members Wealth
Pennsylvania
$422K +$422K +8,305 New
RDFA
343
Ritter Daniher Financial Advisory
Ohio
$418K – – –
HB
344
HTLF Bank
Colorado
$414K – – –
GCA
345
Gradient Capital Advisors
California
$412K +$16.9K +333 +4%
RA
346
Ruggaard & Associates
Ohio
$411K – – –
PCM
347
Presidio Capital Management
California
$407K -$249K -4,907 -38%
RWP
348
RWA Wealth Partners
Massachusetts
$400K -$7.52K -148 -2%
BEI
349
Benjamin Edwards Inc
Missouri
$394K -$82.6K -1,627 -17%
DC
350
Davenport & Co
Virginia
$393K +$3.15K +62 +0.8%
12 13
14
15 16

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.