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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
MWML
351
M Wealth Management LLC
California
$391K +$392K +7,711 New
MWM
352
Marion Wealth Management
Pennsylvania
$390K +$93.9K +1,849 +32%
AF
353
Amara Financial
California
$386K +$387K +7,616 New
BPA
354
Beacon Pointe Advisors
California
$381K +$406 +8 +0.1%
PA
355
PFG Advisors
Arizona
$380K +$4.62K +91 +1%
JCM
356
Jacobi Capital Management
Pennsylvania
$377K +$101K +1,980 +36%
QWM
357
Quadcap Wealth Management
Texas
$375K +$145K +2,856 +63%
SA
358
SoundView Advisors
Washington
$370K +$371K +7,300 New
BP
359
Ballentine Partners
Massachusetts
$370K +$371K +7,296 New
CAM
360
Cresset Asset Management
Illinois
$367K -$2.24M -44,105 -86%
ASN
361
Advisory Services Network
Georgia
$366K +$366K +7,215 New
AWM
362
Apollon Wealth Management
South Carolina
$365K -$1.88K -37 -0.5%
DAS
363
DMKC Advisory Services
Iowa
$359K +$360K +7,083 New
DWM
364
Dogwood Wealth Management
Kansas
$355K +$1.93K +38 +0.5%
ESB
365
Essex Savings Bank
Connecticut
$355K +$35K +689 +11%
CAL
366
Capital Advisors Ltd
Ohio
$352K – – –
RW
367
Rockport Wealth
Ohio
$351K +$351K +6,913 New
CIA
368
Concurrent Investment Advisors
Florida
$338K +$88.2K +1,736 +35%
CFA
369
Capstone Financial Advisors
Illinois
$337K -$250K -4,922 -43%
WWM
370
Western Wealth Management
Colorado
$335K -$965 -19 -0.3%
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$332K +$333K +6,548 +654,800%
CPL
372
CAP Partners LLC
Tennessee
$327K -$9.85K -194 -3%
AWA
373
Arete Wealth Advisors
Illinois
$322K +$323K +6,352 New
AWM
374
Aries Wealth Management
Maine
$319K +$33K +650 +12%
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
$319K -$222K -4,368 -41%
13 14
15
16 17

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.