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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
Northwestern Mutual Wealth Management
Wisconsin
+$38.1M
2
AWE
Avidian Wealth Enterprises
Texas
+$27M
3
Wells Fargo
Wells Fargo
California
+$20.6M
4
LPL Financial
LPL Financial
California
+$19.5M
5
Jane Street
Jane Street
New York
+$15.8M

Top Sellers

1
TW
Transform Wealth
Colorado
-$10.4M
2
FT
Fiduciary Trust
Massachusetts
-$10.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.21M
4
CG
CFO4Life Group
Texas
-$6.77M
5
IAA
Independent Advisor Alliance
North Carolina
-$6.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRCM
476
Signature Resources Capital Management
California
$18.6K – – –
FGAM
477
Financial Gravity Asset Management
Texas
$13.7K +$13.7K +270 New
MFS
478
Mattson Financial Services
Michigan
$11.8K +$11.8K +233 New
GSWM
479
Golden State Wealth Management
California
$10.7K +$51 +1 +0.5%
T
480
Tidemark
California
$9.81K – – –
EPW
481
Evergreen Private Wealth
Colorado
$8.29K – – –
CFP
482
Comprehensive Financial Planning
Pennsylvania
$7.82K – – –
RFG
483
REAP Financial Group
Texas
$5.34K – – –
CFD
484
Creative Financial Designs
Indiana
$5.09K +$5.09K +100 New
AWM
485
AE Wealth Management
Kansas
$4.17K +$3.46K +68 +486%
FNWA
486
Financial Network Wealth Advisors
Utah
$2.34K +$1.27K +25 +119%
CWP
487
Concord Wealth Partners
Virginia
$966 +$966 +19 New
IAA
488
Independent Advisor Alliance
North Carolina
– -$6.44M -126,903 Closed
AAS
489
Ameritas Advisory Services
Nebraska
– -$5.02M -99,029 Closed
MWM
490
Modera Wealth Management
New Jersey
– -$1.15M -22,581 Closed
MA
491
MONECO Advisors
Connecticut
– -$555K -10,939 Closed
IDA
492
Intelligence Driven Advisers
California
– -$511K -10,078 Closed
AAS
493
Annex Advisory Services
Wisconsin
– -$487K -9,608 Closed
SWM
494
SFG Wealth Management
Maryland
– -$478K -9,422 Closed
RHP
495
Royal Harbor Partners
Texas
– -$451K -8,886 Closed
CWM
496
Connecticut Wealth Management
Connecticut
– -$444K -8,765 Closed
CFO
497
Collective Family Office
Pennsylvania
– -$434K -8,550 Closed
CWM
498
Congress Wealth Management
Massachusetts
– -$425K -8,385 Closed
FWA
499
FOCUS Wealth Advisors
Texas
– -$423K -8,334 Closed
RW
500
Rockport Wealth
Ohio
– -$351K -6,913 Closed
17 18 19
20
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