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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 %
MWM
351
Marion Wealth Management
Pennsylvania
$390K 7,686 +1,849 +32%
AF
352
Amara Financial
California
$386K 7,616 +7,616 New
BPA
353
Beacon Pointe Advisors
California
$381K 7,506 +8 +0.1%
PA
354
PFG Advisors
Arizona
$380K 7,487 +91 +1%
JCM
355
Jacobi Capital Management
Pennsylvania
$377K 7,436 +1,980 +36%
QWM
356
Quadcap Wealth Management
Texas
$375K 7,387 +2,856 +63%
SA
357
SoundView Advisors
Washington
$370K 7,300 +7,300 New
BP
358
Ballentine Partners
Massachusetts
$370K 7,296 +7,296 New
CAM
359
Cresset Asset Management
Illinois
$367K 7,226 -44,105 -86%
ASN
360
Advisory Services Network
Georgia
$366K 7,215 +7,215 New
AWM
361
Apollon Wealth Management
South Carolina
$365K 7,207 -37 -0.5%
DAS
362
DMKC Advisory Services
Iowa
$359K 7,083 +7,083 New
DWM
363
Dogwood Wealth Management
Kansas
$355K 7,009 +38 +0.5%
ESB
364
Essex Savings Bank
Connecticut
$355K 7,008 +689 +11%
CAL
365
Capital Advisors Ltd
Ohio
$352K 6,950 – –
RW
366
Rockport Wealth
Ohio
$351K 6,913 +6,913 New
CIA
367
Concurrent Investment Advisors
Florida
$338K 6,665 +1,736 +35%
CFA
368
Capstone Financial Advisors
Illinois
$337K 6,650 -4,922 -43%
WWM
369
Western Wealth Management
Colorado
$335K 6,604 -19 -0.3%
PNC Financial Services Group
370
PNC Financial Services Group
Pennsylvania
$332K 6,549 +6,548 +654,800%
CPL
371
CAP Partners LLC
Tennessee
$327K 6,449 -194 -3%
AWA
372
Arete Wealth Advisors
Illinois
$322K 6,352 +6,352 New
AWM
373
Aries Wealth Management
Maine
$319K 6,300 +650 +12%
Janney Montgomery Scott
374
Janney Montgomery Scott
Pennsylvania
$319K 6,284 -4,368 -41%
CQWA
375
Chokshi & Queen Wealth Advisors
California
$317K 6,245 +6,245 New
13 14
15
16 17