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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 %
AWS
401
Aspen Wealth Strategies
Colorado
$237K 4,675 -1,325 -22%
KIM
402
Kestra Investment Management
Texas
$235K 4,639 +4,639 New
SPA
403
Shore Point Advisors
New Jersey
$231K 4,564 -155 -3%
SCA
404
Sandy Cove Advisors
Massachusetts
$230K 4,540 +4,540 New
GAA
405
Guardian Asset Advisors
Pennsylvania
$227K 4,480 +14 +0.3%
HCM
406
Hutchinson Capital Management
California
$225K 4,441 – –
BHPW
407
Beverly Hills Private Wealth
California
$224K 4,409 -2,793 -39%
PCIA
408
Prime Capital Investment Advisors
Kansas
$223K 4,399 -1,250 -22%
SWP
409
Semus Wealth Partners
Florida
$222K 4,379 -27 -0.6%
LAM
410
Lifestyle Asset Management
Texas
$221K 4,350 +4,350 New
CA
411
Continuum Advisory
Idaho
$217K 4,280 – –
HFW
412
Horizon Family Wealth
Illinois
$216K 4,253 +13 +0.3%
BFA
413
Beaumont Financial Advisors
Massachusetts
$212K 4,180 -94 -2%
HSWM
414
Hubbell Strickland Wealth Management
Louisiana
$211K 4,153 – –
PFA
415
Pathway Financial Advisors
Vermont
$210K 4,133 – –
MPW
416
Monterey Private Wealth
California
$209K 4,120 -495 -11%
CFG
417
Citizens Financial Group
Rhode Island
$208K 4,095 -602 -13%
SAM
418
Smartleaf Asset Management
Massachusetts
$194K 3,821 +142 +4%
HBT
419
Hills Bank & Trust
Iowa
$181K 3,574 +3,574 New
EWP
420
Elevation Wealth Partners
California
$141K 2,790 – –
MEG
421
Millstone Evans Group
Colorado
$132K 2,600 +2,600 New
CTA
422
Colonial Trust Advisors
South Carolina
$120K 2,365 +19 +0.8%
PCMC
423
Private Capital Management (Colorado)
Colorado
$120K 2,360 +500 +27%
WPA
424
West Paces Advisors
Georgia
$114K 2,240 +500 +29%
CF
425
Centaurus Financial
California
$112K 2,214 – –
15 16
17
18 19