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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

457 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 68 funds opening new positions, 193 increasing their positions, 144 reducing their positions, and 38 closing their positions.

Holders
457
Holders Change
+25
Holders Change %
+5.79%
% of All Funds
6.09%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.24%
New
68
Increased
193
Reduced
144
Closed
38
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
+$330K

Top Buyers

1
B
1
Bailard
California
$43.5M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$122M
3
HWM
3
HB Wealth Management
Georgia
$29.4M
4
Raymond James Financial
4
Raymond James Financial
Florida
$22.2M
5
LPL Financial
5
LPL Financial
California
$118M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$487K
2
FT
2
Fiduciary Trust
Massachusetts
$34.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$15.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$38.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$21.4M 422,447 +21,378 +5%
GVAG
27
Great Valley Advisor Group
Delaware
$20.8M 409,581 +35,621 +10%
HighTower Advisors
28
HighTower Advisors
Illinois
$20.1M 396,687 +23,168 +6%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$20.1M 396,119 +6,738 +2%
GWM
30
Global Wealth Management
New Jersey
$20.1M 395,422 +101,090 +34%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.8M 389,581 +37,588 +11%
GSIS
32
Global Strategic Investment Solutions
Arizona
$19M 375,575 -137,702 -27%
Mariner
33
Mariner
Kansas
$18.9M 371,755 +130,728 +54%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$18.4M 363,135 +20,715 +6%
AO
35
Advisor OS
Illinois
$18.1M 357,769 -21,869 -6%
MA
36
MJP Associates
Connecticut
$18M 355,550 -24,088 -6%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$16.1M 316,817 +215,889 +214%
TW
38
Transform Wealth
Colorado
$15.9M 311,868 +120,483 +63%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$15.5M 304,852 -173,979 -36%
PWP
40
Principle Wealth Partners
Connecticut
$14.8M 290,966 -8,341 -3%
BIG
41
Boothe Investment Group
Delaware
$13.2M 260,299 +20,804 +9%
MWC
42
MBM Wealth Consultants
Missouri
$12.8M 253,042 -13,001 -5%
TCM
43
TD Capital Management
Tennessee
$12.5M 247,170 -1,370 -0.6%
CG
44
CFO4Life Group
Texas
$12.3M 242,201 +17,893 +8%
NA
45
NewEdge Advisors
Louisiana
$11.9M 235,160 +35,854 +18%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$11.5M 227,011 +9,125 +4%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$11.3M 223,169 -76,373 -25%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$11.1M 218,637 -168,163 -43%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$11.1M 218,190 +77,057 +55%
MWA
50
Mills Wealth Advisors
Texas
$9.73M 191,808 -105,097 -35%
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