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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
CQWA
376
Chokshi & Queen Wealth Advisors
California
$317K +$317K +6,245 New
MC
377
McCarthy & Cox
Ohio
$314K +$315K +6,193 New
SC
378
Savant Capital
Illinois
$311K – – –
BIA
379
BHK Investment Advisors
Alabama
$304K – – –
SJL
380
Shayne & Jacobs LLC
Tennessee
$304K – – –
Comerica Bank
381
Comerica Bank
Texas
$304K +$25.4K +500 +9%
OFP
382
OLIO Financial Planning
Virginia
$291K -$16.6K -326 -5%
MC
383
Middleton & Co
Massachusetts
$289K – – –
ZIM
384
Zacks Investment Management
Illinois
$288K +$305 +6 +0.1%
HAS
385
HBW Advisory Services
California
$287K +$288K +5,663 New
WCG
386
Weaver Consulting Group
California
$287K +$24.4K +480 +9%
EA
387
Ergawealth Advisors
Illinois
$280K -$42K -827 -13%
RPC
388
Rossmore Private Capital
Connecticut
$271K -$63.2K -1,244 -19%
ICM
389
IMS Capital Management
Oregon
$270K – – –
JWCA
390
J.W. Cole Advisors
Florida
$267K +$25.2K +496 +10%
CWM
391
Cahaba Wealth Management
Georgia
$265K -$158K -3,103 -37%
HG
392
Harbor Group
New Hampshire
$263K +$2.13K +42 +0.8%
MF
393
Meridian Financial
Massachusetts
$255K +$16.4K +322 +7%
TVAMP
394
Tennessee Valley Asset Management Partners
Tennessee
$250K -$114K -2,244 -31%
TCWM
395
Total Clarity Wealth Management
Illinois
$244K -$11.4K -225 -4%
AWA
396
Aletheian Wealth Advisors
Washington
$244K +$42.9K +844 +21%
JMFC
397
J.M. Forbes & Co
Massachusetts
$243K – – –
HA
398
Herold Advisors
New York
$243K +$244K +4,800 New
RFP
399
Root Financial Partners
California
$242K – – –
KFS
400
Kelly Financial Services
Massachusetts
$241K – – –
14 15
16
17 18

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.