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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
HF
476
HRT Financial
New York
– -$434K -8,529 Closed
TI
477
Tidal Investments
Wisconsin
– -$408K -8,013 Closed
BFWM
478
Bright Futures Wealth Management
New York
– -$405K -7,970 Closed
BFG
479
Bleakley Financial Group
New Jersey
– -$348K -6,831 Closed
MCWA
480
Meadow Creek Wealth Advisors
Georgia
– -$341K -6,700 Closed
HIP
481
HUB Investment Partners
Texas
– -$334K -6,547 Closed
BCP
482
Blue Chip Partners
Michigan
– -$330K -6,479 Closed
TI
483
TrueMark Investments
Illinois
– -$299K -5,860 Closed
TSS
484
Two Sigma Securities
New York
– -$291K -5,716 Closed
WFA
485
WMG Financial Advisors
Tennessee
– -$241K -4,740 Closed
Envestnet Portfolio Solutions
486
Envestnet Portfolio Solutions
Illinois
– -$219K -4,291 Closed
SB
487
Strategic Blueprint
Georgia
– -$218K -4,279 Closed
MWM
488
Meridian Wealth Management
Kentucky
– -$216K -4,238 Closed
AUB
489
Atlantic Union Bankshares
Virginia
– -$210K -4,122 Closed
CIBC Private Wealth Group
490
CIBC Private Wealth Group
Georgia
– -$136K -2,665 Closed
Bank of Montreal
491
Bank of Montreal
Ontario, Canada
– -$49.9K -980 Closed
RSA
492
River Street Advisors
Illinois
– -$30.1K -590 Closed
AP
493
Atwood & Palmer
Missouri
– -$15.9K -313 Closed
SWM
494
Spire Wealth Management
Virginia
– -$10.2K -200 Closed
NCM
495
Northwest Capital Management
Oregon
– -$7.03K -138 Closed
PB
496
Pinnacle Bancorp
Nebraska
– -$3.97K -78 Closed
CAL
497
Capital Analysts LLC
Pennsylvania
– -$1K -26 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.