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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 %
IAA
76
Independent Advisor Alliance
North Carolina
$6.44M 126,903 +126,903 New
AP
77
Appleton Partners
Massachusetts
$6.39M 126,059 -4,764 -4%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$6.37M 125,521 +9,735 +8%
WFA
79
Websterrogers Financial Advisors
South Carolina
$6.28M 123,855 -496 -0.4%
CAAS
80
Capital Asset Advisory Services
Michigan
$6.27M 123,668 +74,315 +151%
KeyBank National Association
81
KeyBank National Association
Ohio
$6.24M 123,044 +66,453 +117%
CTA
82
Chesley Taft & Associates
Illinois
$5.94M 117,110 +26,890 +30%
MFS
83
McNamara Financial Services
Massachusetts
$5.93M 116,873 +116,873 New
SAF
84
Smith Anglin Financial
Texas
$5.85M 115,341 +16,568 +17%
Lido Advisors
85
Lido Advisors
California
$5.66M 111,652 +111,652 New
BWA
86
Boulder Wealth Advisors
Colorado
$5.62M 110,897 -16,775 -13%
IA
87
Insight Advisors
Pennsylvania
$5.56M 109,367 -15,514 -12%
CastleKeep Investment Advisors
88
CastleKeep Investment Advisors
Connecticut
$5.54M 109,162 -1,024 -0.9%
BF
89
BOK Financial
Oklahoma
$5.5M 108,441 -6,280 -5%
EWM
90
Elmwood Wealth Management
California
$5.44M 107,219 +10,467 +11%
BIAS
91
Beacon Investment Advisory Services
New Jersey
$5.35M 105,430 +1,532 +1%
PP
92
PDS Planning
Ohio
$5.28M 104,056 -3,414 -3%
IA
93
IMZ Advisory
Florida
$5.17M 101,959 -22,175 -18%
REMPR
94
Roof Eidam Maycock Peralta (REMP)
California
$5.09M 100,349 +36,100 +56%
AAS
95
Ameritas Advisory Services
Nebraska
$5.02M 99,029 +99,029 New
TIM
96
Tortoise Investment Management
New York
$5.02M 98,950 +78,720 +389%
BWM
97
BCGM Wealth Management
Indiana
$5.01M 98,826 -2,082 -2%
PAG
98
Private Advisor Group
New Jersey
$4.94M 97,369 +18,887 +24%
CTC
99
Central Trust Company
Missouri
$4.53M 89,292 +65,064 +269%
EWA
100
EP Wealth Advisors
California
$4.47M 88,053 -11,047 -11%
2 3
4
5 6