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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 %
JMFC
426
J.M. Forbes & Co
Massachusetts
$243K -$763 -15 -0.3%
MF
427
Meridian Financial
Massachusetts
$240K -$15.2K -299 -6%
Kovitz Investment Group Partners
428
Kovitz Investment Group Partners
Illinois
$240K +$240K +4,716 New
SAM
429
Smartleaf Asset Management
Massachusetts
$235K +$40.5K +797 +21%
CFP
430
Curran Financial Partners
South Carolina
$234K +$234K +4,609 New
SPA
431
Shore Point Advisors
New Jersey
$234K +$1.68K +33 +0.7%
HFW
432
Horizon Family Wealth
Illinois
$232K +$15.7K +309 +7%
RFP
433
Root Financial Partners
California
$231K -$11K -216 -5%
GAA
434
Guardian Asset Advisors
Pennsylvania
$231K +$3.25K +64 +1%
CPIG
435
Chicago Partners Investment Group
Illinois
$229K +$229K +4,511 New
DWT
436
Dorsey & Whitney Trust
South Dakota
$227K -$10.9K -214 -5%
AssetMark Inc
437
AssetMark Inc
California
$226K +$170K +3,338 +302%
HCM
438
Hutchinson Capital Management
California
$226K – – –
GIA
439
Gladstone Institutional Advisory
Florida
$225K +$225K +4,429 New
SIM
440
Stratos Investment Management
Ohio
$225K +$225K +4,421 New
SWP
441
Semus Wealth Partners
Florida
$224K +$1.63K +32 +0.7%
CA
442
Continuum Advisory
Idaho
$218K – – –
HSWM
443
Hubbell Strickland Wealth Management
Louisiana
$211K – – –
BNP Paribas Financial Markets
444
BNP Paribas Financial Markets
France
$208K -$2.41M -47,423 -92%
PFA
445
Pathway Financial Advisors
Vermont
$202K -$8.14K -160 -4%
SFC
446
Strategic Financial Concepts
Texas
$200K +$200K +3,938 New
CFO
447
CVA Family Office
Colorado
$196K +$120K +2,365 +160%
HBT
448
Hills Bank & Trust
Iowa
$182K – – –
CF
449
Centaurus Financial
California
$161K +$48.3K +950 +43%
EWP
450
Elevation Wealth Partners
California
$141K – – –
16 17
18
19 20