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JPMorgan Ultra-Short Municipal Income ETF
JMST

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

43% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 134

12% more capital invested

Capital invested by funds: $1.98B → $2.22B (+$239M)

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+2)

2% more funds holding

Funds holding: 424 → 432 (+8)

1.64% more ownership

Funds ownership: 73.99% → 75.63% (+1.6%)

Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.2%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Salomon & Ludwin
Virginia
+$42.2M
2
FWA
FSM Wealth Advisors
Ohio
+$26.3M
3
NP
NorthRock Partners
Minnesota
+$22.2M
4
AAS
Annex Advisory Services
Wisconsin
+$21.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$93.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.7M
3
FT
Fiduciary Trust
Massachusetts
-$12.9M
4
AAS
Avantax Advisory Services
Texas
-$6.04M
5
Wells Fargo
Wells Fargo
California
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
351
OLIO Financial Planning
Virginia
$308K – – –
BIA
352
BHK Investment Advisors
Alabama
$306K – – –
SJL
353
Shayne & Jacobs LLC
Tennessee
$306K – – –
AWS
354
Aspen Wealth Strategies
Colorado
$306K +$305K +6,000 New
TI
355
TrueMark Investments
Illinois
$299K -$89.1K -1,753 -23%
MWM
356
Marion Wealth Management
Pennsylvania
$297K +$72.6K +1,428 +32%
TSS
357
Two Sigma Securities
New York
$291K +$291K +5,716 New
MC
358
Middleton & Co
Massachusetts
$290K -$102K -2,000 -26%
ZIM
359
Zacks Investment Management
Illinois
$289K – – –
AWM
360
Aries Wealth Management
Maine
$288K +$287K +5,650 New
PCIA
361
Prime Capital Investment Advisors
Kansas
$288K +$287K +5,649 New
Comerica Bank
362
Comerica Bank
Texas
$280K – – –
JCM
363
Jacobi Capital Management
Pennsylvania
$278K +$277K +5,456 New
ICM
364
IMS Capital Management
Oregon
$272K – – –
WCG
365
Weaver Consulting Group
California
$263K +$263K +5,170 New
HG
366
Harbor Group
New Hampshire
$262K +$2.19K +43 +0.8%
FAIM
367
Financial Advocates Investment Management
Washington
$259K +$32.1K +632 +14%
TCWM
368
Total Clarity Wealth Management
Illinois
$256K – – –
EA
369
Enclave Advisors
Texas
$251K +$251K +4,935 New
CIA
370
Concurrent Investment Advisors
Florida
$251K -$1.58M -31,004 -86%
JMFC
371
J.M. Forbes & Co
Massachusetts
$245K – – –
JWCA
372
J.W. Cole Advisors
Florida
$243K +$305 +6 +0.1%
RFP
373
Root Financial Partners
California
$243K +$242K +4,765 New
KFS
374
Kelly Financial Services
Massachusetts
$242K – – –
WFA
375
WMG Financial Advisors
Tennessee
$241K – – –
13 14
15
16 17

JMST Hedge Fund Activity: Q3 2024 in Review

432 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q3 2024, worth a combined $2.22B — up 12% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JMST positions and 37 closed out — a net gain of 16 holders — while 191 added to existing stakes and 134 trimmed.

The largest buyer was Salomon & Ludwin, adding an estimated $42.2M. The largest seller was Fidelity Investments, cutting an estimated $93.1M.

  • 432 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q3 2024, up from 424 in Q2 2024.
  • Funds reported $2.22B of JPMorgan Ultra-Short Municipal Income ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 53 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q3 2024 and 37 closed out, a net change of +16 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q3 2024 was Salomon & Ludwin, an estimated $42.2M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q3 2024 was Fidelity Investments, an estimated $93.1M sold.

Based on aggregated 13F filings for Q3 2024.