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JPMorgan Ultra-Short Municipal Income ETF
JMST

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: 432 → 459 (+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: 21 → 18 (-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

Top Buyers

1
B
Bailard
California
+$43.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.5M
3
HWM
HB Wealth Management
Georgia
+$23.5M
4
LPL Financial
LPL Financial
California
+$20.5M
5
NP
NorthRock Partners
Minnesota
+$12.3M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$21.2M
2
FT
Fiduciary Trust
Massachusetts
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.84M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.54M
5
Renaissance Technologies
Renaissance Technologies
New York
-$8.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
451
Tidemark
California
$9.79K – – –
EPW
452
Evergreen Private Wealth
Colorado
$8.27K – – –
AWM
453
Avior Wealth Management
Nebraska
$8.16K – – –
CFP
454
Comprehensive Financial Planning
Pennsylvania
$7.74K +$7.77K +153 New
CAS
455
Coppell Advisory Solutions
Texas
$5.49K +$5.49K +108 New
RFG
456
REAP Financial Group
Texas
$5.33K – – –
NWMP
457
Noble Wealth Management PBC
Colorado
$1.72K +$1.73K +34 New
FNWA
458
Financial Network Wealth Advisors
Utah
$1.06K -$9.7K -191 -90%
AWM
459
AE Wealth Management
Kansas
$710 +$711 +14 New
IAIM
460
International Assets Investment Management
Florida
– -$2.42K -123,416 Closed
MIS
461
Morningstar Investment Services
Illinois
– -$4.27M -83,736 Closed
CCMG
462
Clark Capital Management Group
Pennsylvania
– -$1.85M -36,406 Closed
WANY
463
Wealthspire Advisors (New York)
New York
– -$1.56M -30,634 Closed
Prudential Financial
464
Prudential Financial
New Jersey
– -$1.54M -30,169 Closed
ST
465
Sentinel Trust
Texas
– -$1.26M -24,750 Closed
CG
466
Cynosure Group
Utah
– -$1.11M -21,780 Closed
BAWC
467
Boyce & Associates Wealth Consulting
Texas
– -$990K -19,432 Closed
PAS
468
Park Avenue Securities
New York
– -$891K -17,493 Closed
SRWM
469
Shira Ridge Wealth Management
California
– -$877K -17,219 Closed
Citadel Advisors
470
Citadel Advisors
Florida
– -$833K -16,350 Closed
MSFS
471
Main Street Financial Solutions
Pennsylvania
– -$802K -15,735 Closed
NA
472
Nottingham Advisors
New York
– -$727K -14,270 Closed
HIF
473
Hill Island Financial
Michigan
– -$628K -12,321 Closed
IA
474
IAM Advisory
Pennsylvania
– -$502K -9,857 Closed
RWA
475
Roberts Wealth Advisors
California
– -$465K -9,150 Closed
16 17 18
19
20

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.