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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
SB
51
Sunflower Bank
Texas
$9.7M +$223K +4,393 +2%
OHIS
52
Oak Harvest Investment Services
Texas
$9.65M +$526K +10,352 +6%
TC
53
Trust Company
Kansas
$9.64M -$420K -8,265 -4%
PWA
54
Phoenix Wealth Advisors
North Carolina
$9.25M -$96.8K -1,905 -1%
RFC
55
Regions Financial Corp
Alabama
$8.95M +$356K +7,001 +4%
MHR
56
Matthew Hamilton Rosenberg
$8.93M +$1.04M +20,408 +13%
Stifel Financial
57
Stifel Financial
Missouri
$8.86M -$965 -19 -0%
SFA
58
Sequoia Financial Advisors
Ohio
$8.62M +$2.43M +47,884 +39%
ACA
59
Aptus Capital Advisors
Alabama
$8.4M +$133K +2,612 +2%
ICP
60
Interchange Capital Partners
Pennsylvania
$8.35M +$2.62M +51,599 +46%
Franklin Resources
61
Franklin Resources
California
$8.24M +$443K +8,729 +6%
QWP
62
Quotient Wealth Partners
Texas
$8.14M +$593K +11,672 +8%
OWA
63
Opal Wealth Advisors
New York
$8.13M -$226K -4,453 -3%
DIA
64
Davidson Investment Advisors
Montana
$8.05M +$1.6M +31,483 +25%
GPWA
65
Great Point Wealth Advisors
Massachusetts
$7.94M +$114K +2,248 +1%
AA
66
Auxano Advisors
Washington
$7.48M -$4.38M -86,220 -37%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$7.43M -$1.67M -32,939 -18%
PCG
68
Prosperity Consulting Group
Maryland
$7.42M +$902K +17,761 +14%
DLCIG
69
D.L. Carlson Investment Group
New Hampshire
$7.36M +$724K +14,248 +11%
BCI
70
Brinker Capital Investments
Pennsylvania
$7.25M -$468K -9,216 -6%
OPS
71
Orion Portfolio Solutions
Nebraska
$7.25M -$468K -9,216 -6%
WWA
72
WCG Wealth Advisors
Nevada
$6.95M +$23.7K +466 +0.3%
DPI
73
Diversified Portfolios Inc
Michigan
$6.91M +$3.56M +70,142 +106%
AWM
74
Axxcess Wealth Management
California
$6.9M -$282K -5,543 -4%
LC
75
Legacy CG
Texas
$6.54M +$1.72M +33,940 +36%

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.