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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.

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 %
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$12.1M +$968K +19,027 +9%
PWP
52
Principle Wealth Partners
Connecticut
$11.9M -$2.88M -56,552 -19%
OHIS
53
Oak Harvest Investment Services
Texas
$11.2M +$1.54M +30,278 +16%
AC
54
AlphaCore Capital
California
$11.2M +$11.2M +220,456 New
Stifel Financial
55
Stifel Financial
Missouri
$11.2M +$2.32M +45,553 +26%
BIG
56
Boothe Investment Group
Delaware
$11.1M -$2.15M -42,228 -16%
MHR
57
Matthew Hamilton Rosenberg
$10.6M +$1.63M +32,061 +18%
SB
58
Sunflower Bank
Texas
$10.6M +$837K +16,457 +9%
PWM
59
Perigon Wealth Management
California
$10.5M +$6.43M +126,497 +160%
DPI
60
Diversified Portfolios Inc
Michigan
$9.87M +$2.93M +57,670 +42%
OWA
61
Opal Wealth Advisors
New York
$9.84M +$1.68M +33,079 +21%
Franklin Resources
62
Franklin Resources
California
$9.45M +$1.18M +23,210 +14%
PWA
63
Phoenix Wealth Advisors
North Carolina
$9.19M -$89.7K -1,764 -1%
QWP
64
Quotient Wealth Partners
Texas
$8.82M +$657K +12,927 +8%
DIA
65
Davidson Investment Advisors
Montana
$8.6M +$525K +10,328 +7%
SFA
66
Sequoia Financial Advisors
Ohio
$8.34M -$305K -6,005 -4%
BWA
67
Boulder Wealth Advisors
Colorado
$8.3M +$2.66M +52,349 +47%
AWM
68
Axxcess Wealth Management
California
$8.11M +$1.19M +23,444 +17%
ACA
69
Aptus Capital Advisors
Alabama
$8.05M -$370K -7,278 -4%
GPWA
70
Great Point Wealth Advisors
Massachusetts
$7.97M +$4.68K +92 +0.1%
RFC
71
Regions Financial Corp
Alabama
$7.96M -$1.01M -19,928 -11%
TIM
72
Tortoise Investment Management
New York
$7.96M +$2.93M +57,580 +58%
AA
73
Auxano Advisors
Washington
$7.56M +$55.8K +1,097 +0.7%
CAAS
74
Capital Asset Advisory Services
Michigan
$7.46M +$1.19M +23,404 +19%
KIM
75
Kestra Investment Management
Texas
$7.29M +$7.05M +138,722 +2,990%
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