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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
CF
426
Centaurus Financial
California
$112K
KFI
427
Key Financial Inc
Pennsylvania
$107K
BOJHT
428
Bank of Jackson Hole Trust
Wyoming
$99.3K +$99.5K +1,959 New
EWM
429
EPG Wealth Management
Georgia
$87.3K +$660 +13 +0.8%
BTI
430
Blue Trust Inc
Georgia
$82.4K +$82.5K +1,625 New
CWP
431
Clark Wealth Partners
Illinois
$80.2K +$80.3K +1,581 New
MCM
432
MidAtlantic Capital Management
Virginia
$79.4K
CFO
433
CVA Family Office
Colorado
$75.1K
SSB
434
Sandy Spring Bank
Maryland
$57K
WWP
435
WR Wealth Planners
Missouri
$56.1K
AssetMark Inc
436
AssetMark Inc
California
$56.1K +$48.1K +946 +591%
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$52.6K -$87.6K -1,725 -62%
LIS
438
Legacy Investment Solutions
Idaho
$51.1K -$9.04K -178 -15%
LWMI
439
Legacy Wealth Management (Idaho)
Idaho
$51.1K -$9.04K -178 -15%
TLA
440
Tanglewood Legacy Advisors
Texas
$50.7K
CPG
441
Cornerstone Planning Group
New Jersey
$50.1K +$356 +7 +0.7%
FP
442
Financial Perspectives
Minnesota
$40.8K +$305 +6 +0.8%
CSP
443
Cary Street Partners
Virginia
$34.1K +$34.1K +672 New
HR
444
Howe & Rusling
New York
$32.7K +$32.7K +644 New
1IA
445
1620 Investment Advisors
Massachusetts
$21.5K +$21.5K +424 New
US Bancorp
446
US Bancorp
Minnesota
$19.8K
SRCM
447
Signature Resources Capital Management
California
$18.5K
AF
448
Allworth Financial
California
$16.2K +$16.2K +319 New
FGC
449
Financial Gravity Companies
Texas
$13.7K
GSWM
450
Golden State Wealth Management
California
$10.6K +$10.6K +209 New

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.