We are live on ! Find out more
JMST icon

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
Osaic Holdings
26
Osaic Holdings
Arizona
$21.4M +$1.09M +21,378 +5%
GVAG
27
Great Valley Advisor Group
Delaware
$20.8M +$1.81M +35,621 +10%
HighTower Advisors
28
HighTower Advisors
Illinois
$20.1M +$1.18M +23,168 +6%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$20.1M +$342K +6,738 +2%
GWM
30
Global Wealth Management
New Jersey
$20.1M +$5.13M +101,090 +34%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.8M +$1.91M +37,588 +11%
GSIS
32
Global Strategic Investment Solutions
Arizona
$19M -$6.99M -137,702 -27%
Mariner
33
Mariner
Kansas
$18.9M +$6.64M +130,728 +54%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$18.4M +$1.05M +20,715 +6%
AO
35
Advisor OS
Illinois
$18.1M -$1.11M -21,869 -6%
MA
36
MJP Associates
Connecticut
$18M -$1.22M -24,088 -6%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$11M +215,889 +214%
TW
38
Transform Wealth
Colorado
$15.9M +$6.12M +120,483 +63%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$15.5M -$8.84M -173,979 -36%
PWP
40
Principle Wealth Partners
Connecticut
$14.8M -$424K -8,341 -3%
BIG
41
Boothe Investment Group
Delaware
$13.2M +$1.06M +20,804 +9%
MWC
42
MBM Wealth Consultants
Missouri
$12.8M -$660K -13,001 -5%
TCM
43
TD Capital Management
Tennessee
$12.5M -$69.6K -1,370 -0.6%
CG
44
CFO4Life Group
Texas
$12.3M +$909K +17,893 +8%
NA
45
NewEdge Advisors
Louisiana
$11.9M +$1.82M +35,854 +18%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$11.5M +$464K +9,125 +4%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$11.3M -$3.88M -76,373 -25%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$11.1M -$8.54M -168,163 -43%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$11.1M +$3.91M +77,057 +55%
MWA
50
Mills Wealth Advisors
Texas
$9.73M -$5.34M -105,097 -35%

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.