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JPMorgan Ultra-Short Municipal Income ETF

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: 432459 (+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: 2118 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$238K +$238K +4,685 New
AWS
402
Aspen Wealth Strategies
Colorado
$237K -$67.3K -1,325 -22%
KIM
403
Kestra Investment Management
Texas
$235K +$236K +4,639 New
SPA
404
Shore Point Advisors
New Jersey
$231K -$7.87K -155 -3%
SCA
405
Sandy Cove Advisors
Massachusetts
$230K +$231K +4,540 New
GAA
406
Guardian Asset Advisors
Pennsylvania
$227K +$711 +14 +0.3%
HCM
407
Hutchinson Capital Management
California
$225K
BHPW
408
Beverly Hills Private Wealth
California
$224K -$142K -2,793 -39%
PCIA
409
Prime Capital Investment Advisors
Kansas
$223K -$63.5K -1,250 -22%
SWP
410
Semus Wealth Partners
Florida
$222K -$1.37K -27 -0.6%
LAM
411
Lifestyle Asset Management
Texas
$221K +$221K +4,350 New
CA
412
Continuum Advisory
Idaho
$217K
HFW
413
Horizon Family Wealth
Illinois
$216K +$660 +13 +0.3%
BFA
414
Beaumont Financial Advisors
Massachusetts
$212K -$4.78K -94 -2%
HSWM
415
Hubbell Strickland Wealth Management
Louisiana
$211K
PFA
416
Pathway Financial Advisors
Vermont
$210K
MPW
417
Monterey Private Wealth
California
$209K -$25.1K -495 -11%
CFG
418
Citizens Financial Group
Rhode Island
$208K -$30.6K -602 -13%
SAM
419
Smartleaf Asset Management
Massachusetts
$194K +$7.21K +142 +4%
HBT
420
Hills Bank & Trust
Iowa
$181K +$182K +3,574 New
EWP
421
Elevation Wealth Partners
California
$141K
MEG
422
Millstone Evans Group
Colorado
$132K +$132K +2,600 New
CTA
423
Colonial Trust Advisors
South Carolina
$120K +$965 +19 +0.8%
PCMC
424
Private Capital Management (Colorado)
Colorado
$120K +$25.4K +500 +27%
WPA
425
West Paces Advisors
Georgia
$114K +$25.4K +500 +29%

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.