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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 %
SB
51
Sunflower Bank
Texas
$9.7M 191,229 +4,393 +2%
OHIS
52
Oak Harvest Investment Services
Texas
$9.65M 190,276 +10,352 +6%
TC
53
Trust Company
Kansas
$9.64M 190,042 -8,265 -4%
PWA
54
Phoenix Wealth Advisors
North Carolina
$9.25M 182,397 -1,905 -1%
RFC
55
Regions Financial Corp
Alabama
$8.95M 176,474 +7,001 +4%
MHR
56
Matthew Hamilton Rosenberg
$8.93M 176,098 +20,408 +13%
Stifel Financial
57
Stifel Financial
Missouri
$8.86M 174,757 -19 -0%
SFA
58
Sequoia Financial Advisors
Ohio
$8.62M 169,989 +47,884 +39%
ACA
59
Aptus Capital Advisors
Alabama
$8.4M 165,675 +2,612 +2%
ICP
60
Interchange Capital Partners
Pennsylvania
$8.35M 164,661 +51,599 +46%
Franklin Resources
61
Franklin Resources
California
$8.24M 162,566 +8,729 +6%
QWP
62
Quotient Wealth Partners
Texas
$8.14M 160,426 +11,672 +8%
OWA
63
Opal Wealth Advisors
New York
$8.13M 160,354 -4,453 -3%
DIA
64
Davidson Investment Advisors
Montana
$8.05M 158,729 +31,483 +25%
GPWA
65
Great Point Wealth Advisors
Massachusetts
$7.94M 156,595 +2,248 +1%
AA
66
Auxano Advisors
Washington
$7.48M 147,534 -86,220 -37%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$7.43M 146,609 -32,939 -18%
PCG
68
Prosperity Consulting Group
Maryland
$7.42M 146,231 +17,761 +14%
DLCIG
69
D.L. Carlson Investment Group
New Hampshire
$7.36M 145,160 +14,248 +11%
BCI
70
Brinker Capital Investments
Pennsylvania
$7.25M 142,893 -9,216 -6%
OPS
71
Orion Portfolio Solutions
Nebraska
$7.25M 142,893 -9,216 -6%
WWA
72
WCG Wealth Advisors
Nevada
$6.95M 137,068 +466 +0.3%
DPI
73
Diversified Portfolios Inc
Michigan
$6.91M 136,348 +70,142 +106%
AWM
74
Axxcess Wealth Management
California
$6.9M 136,132 -5,543 -4%
LC
75
Legacy CG
Texas
$6.54M 128,975 +33,940 +36%
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