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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

487 hedge funds and large institutions have $2.67B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 239 increasing their positions, 141 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+30
Holders Change %
+6.56%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
63
Increased
239
Reduced
141
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$38.1M
2
AWE
Avidian Wealth Enterprises
Texas
+$27M
3
Wells Fargo
Wells Fargo
California
+$20.6M
4
LPL Financial
LPL Financial
California
+$19.5M
5
Jane Street
Jane Street
New York
+$15.8M

Top Sellers

1
TW
Transform Wealth
Colorado
-$10.4M
2
FT
Fiduciary Trust
Massachusetts
-$10.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.21M
4
CG
CFO4Life Group
Texas
-$6.77M
5
IAA
Independent Advisor Alliance
North Carolina
-$6.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJL
401
Shayne & Jacobs LLC
Tennessee
$305K – – –
BIA
402
BHK Investment Advisors
Alabama
$305K – – –
DAS
403
DMKC Advisory Services
Iowa
$300K -$60.1K -1,182 -17%
LA
404
LexAurum Advisors
Kansas
$294K +$294K +5,791 New
ZIM
405
Zacks Investment Management
Illinois
$289K +$254 +5 +0.1%
AWS
406
Aspen Wealth Strategies
Colorado
$289K +$50.9K +1,000 +21%
OFP
407
OLIO Financial Planning
Virginia
$286K -$5.75K -113 -2%
EA
408
Ergawealth Advisors
Illinois
$285K +$4.02K +79 +1%
AWA
409
Aletheian Wealth Advisors
Washington
$283K +$39K +766 +16%
CFA
410
Capstone Financial Advisors
Illinois
$283K -$54.8K -1,077 -16%
SC
411
SouthState Corp
Florida
$277K +$277K +5,452 New
ICM
412
IMS Capital Management
Oregon
$271K – – –
CWM
413
Cahaba Wealth Management
Georgia
$270K +$4.93K +97 +2%
HA
414
Herold Advisors
New York
$270K +$25.4K +500 +10%
CAG
415
Csenge Advisory Group
Florida
$269K +$269K +5,304 New
HG
416
Harbor Group
New Hampshire
$266K +$1.93K +38 +0.7%
Janney Montgomery Scott
417
Janney Montgomery Scott
Pennsylvania
$265K -$54.7K -1,075 -17%
BOC
418
Blue Oak Capital
California
$265K +$265K +5,209 New
MC
419
Middleton & Co
Massachusetts
$264K -$25.4K -500 -9%
ACI
420
Alpha Cubed Investments
California
$259K +$259K +5,092 New
MPW
421
Monterey Private Wealth
California
$258K +$48.3K +949 +23%
WFA
422
WMG Financial Advisors
Tennessee
$254K +$254K +5,000 New
CFG
423
Citizens Financial Group
Rhode Island
$251K +$42.7K +840 +21%
FA
424
Flagstar Advisors
New York
$250K +$250K +4,923 New
TCWM
425
Total Clarity Wealth Management
Illinois
$244K – – –
15 16
17
18 19