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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
1
Northwestern Mutual Wealth Management
Wisconsin
$160M
2
AWE
2
Avidian Wealth Enterprises
Texas
$29.8M
3
Wells Fargo
3
Wells Fargo
California
$67.3M
4
LPL Financial
4
LPL Financial
California
$138M
5
Jane Street
5
Jane Street
New York
$15.8M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$5.5M
2
FT
2
Fiduciary Trust
Massachusetts
$24.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.2M
4
CG
4
CFO4Life Group
Texas
$5.55M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
26
Fiduciary Trust
Massachusetts
$24.5M -$10.3M -201,767 -30%
CAMG
27
CWA Asset Management Group
Florida
$24.3M +$2.13M +41,931 +10%
GVAG
28
Great Valley Advisor Group
Delaware
$24.2M +$3.37M +66,338 +16%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$22.6M +$11.4M +224,977 +103%
IWC
30
Integrated Wealth Concepts
Massachusetts
$22.2M -$2.59M -51,018 -10%
HighTower Advisors
31
HighTower Advisors
Illinois
$22M +$1.83M +35,927 +9%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$21.9M -$3.11M -61,074 -12%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$21.3M +$1.12M +22,024 +6%
GSIS
34
Global Strategic Investment Solutions
Arizona
$20.6M +$1.5M +29,485 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$20.4M +$1.91M +37,544 +10%
TC
36
Trust Company
Kansas
$20.1M +$10.5M +205,905 +108%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$19.7M +$8.14M +160,109 +71%
AO
38
Advisor OS
Illinois
$18.9M +$749K +14,730 +4%
MA
39
MJP Associates
Connecticut
$18.9M +$862K +16,949 +5%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.9M -$921K -18,120 -5%
Mariner
41
Mariner
Kansas
$18.8M -$77.2K -1,519 -0.4%
Jane Street
42
Jane Street
New York
$15.8M +$15.8M +310,375 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$15.4M -$684K -13,456 -4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$14.8M +$3.49M +68,542 +31%
Lido Advisors
45
Lido Advisors
California
$14.8M +$9.09M +178,678 +160%
NA
46
NewEdge Advisors
Louisiana
$13.3M +$1.38M +27,192 +12%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$12.7M +$5.25M +103,155 +70%
TCM
48
TD Capital Management
Tennessee
$12.6M +$57.4K +1,129 +0.5%
MWC
49
MBM Wealth Consultants
Missouri
$12.4M -$429K -8,429 -3%
ICP
50
Interchange Capital Partners
Pennsylvania
$12.4M +$4.01M +78,877 +48%
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