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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 %
MC
376
McCarthy & Cox
Ohio
$314K 6,193 +6,193 New
SC
377
Savant Capital
Illinois
$311K 6,133 – –
SJL
378
Shayne & Jacobs LLC
Tennessee
$304K 6,000 – –
BIA
379
BHK Investment Advisors
Alabama
$304K 6,000 – –
Comerica Bank
380
Comerica Bank
Texas
$304K 6,000 +500 +9%
OFP
381
OLIO Financial Planning
Virginia
$291K 5,743 -326 -5%
MC
382
Middleton & Co
Massachusetts
$289K 5,700 – –
ZIM
383
Zacks Investment Management
Illinois
$288K 5,685 +6 +0.1%
HAS
384
HBW Advisory Services
California
$287K 5,663 +5,663 New
WCG
385
Weaver Consulting Group
California
$287K 5,650 +480 +9%
EA
386
Ergawealth Advisors
Illinois
$280K 5,528 -827 -13%
RPC
387
Rossmore Private Capital
Connecticut
$271K 5,335 -1,244 -19%
ICM
388
IMS Capital Management
Oregon
$270K 5,334 – –
JWCA
389
J.W. Cole Advisors
Florida
$267K 5,273 +496 +10%
CWM
390
Cahaba Wealth Management
Georgia
$265K 5,216 -3,103 -37%
HG
391
Harbor Group
New Hampshire
$263K 5,191 +42 +0.8%
MF
392
Meridian Financial
Massachusetts
$255K 5,022 +322 +7%
TVAMP
393
Tennessee Valley Asset Management Partners
Tennessee
$250K 4,939 -2,244 -31%
TCWM
394
Total Clarity Wealth Management
Illinois
$244K 4,809 -225 -4%
AWA
395
Aletheian Wealth Advisors
Washington
$244K 4,807 +844 +21%
JMFC
396
J.M. Forbes & Co
Massachusetts
$243K 4,801 – –
HA
397
Herold Advisors
New York
$243K 4,800 +4,800 New
RFP
398
Root Financial Partners
California
$242K 4,765 – –
KFS
399
Kelly Financial Services
Massachusetts
$241K 4,758 – –
DWT
400
Dorsey & Whitney Trust
South Dakota
$238K 4,685 +4,685 New
14 15
16
17 18