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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
SPA
376
Shore Point Advisors
New Jersey
$240K -$44.5K -875 -16%
MF
377
Meridian Financial
Massachusetts
$239K +$1.32K +26 +0.6%
CFG
378
Citizens Financial Group
Rhode Island
$239K +$239K +4,697 New
MPW
379
Monterey Private Wealth
California
$235K +$235K +4,615 New
QWM
380
Quadcap Wealth Management
Texas
$231K +$230K +4,531 New
GAA
381
Guardian Asset Advisors
Pennsylvania
$228K +$712 +14 +0.3%
HCM
382
Hutchinson Capital Management
California
$226K – – –
SWP
383
Semus Wealth Partners
Florida
$224K +$1.83K +36 +0.8%
Envestnet Portfolio Solutions
384
Envestnet Portfolio Solutions
Illinois
$219K +$218K +4,291 New
SB
385
Strategic Blueprint
Georgia
$218K – – –
BFA
386
Beaumont Financial Advisors
Massachusetts
$218K -$4.88K -96 -2%
CA
387
Continuum Advisory
Idaho
$217K +$218K +4,280 New
HFW
388
Horizon Family Wealth
Illinois
$216K +$216K +4,240 New
MWM
389
Meridian Wealth Management
Kentucky
$216K – – –
HSWM
390
Hubbell Strickland Wealth Management
Louisiana
$212K – – –
PFA
391
Pathway Financial Advisors
Vermont
$211K – – –
AUB
392
Atlantic Union Bankshares
Virginia
$210K -$17.7K -349 -8%
AWA
393
Aletheian Wealth Advisors
Washington
$202K -$2.19K -43 -1%
SAM
394
Smartleaf Asset Management
Massachusetts
$187K +$43K +845 +30%
GWM
395
Geneos Wealth Management
Colorado
$161K – – –
EWP
396
Elevation Wealth Partners
California
$142K – – –
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$141K -$1.02M -19,979 -88%
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$136K – – –
CTA
399
Colonial Trust Advisors
South Carolina
$120K +$966 +19 +0.8%
CF
400
Centaurus Financial
California
$113K – – –
14 15
16
17 18

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.