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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 %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$7.13M +$3.07M +60,489 +76%
OPS
77
Orion Portfolio Solutions
Nebraska
$6.91M -$352K -6,915 -5%
BCI
78
Brinker Capital Investments
Pennsylvania
$6.91M -$352K -6,915 -5%
CTA
79
Chesley Taft & Associates
Illinois
$6.75M +$793K +15,600 +13%
DLCIG
80
D.L. Carlson Investment Group
New Hampshire
$6.69M -$692K -13,609 -9%
PCG
81
Prosperity Consulting Group
Maryland
$6.65M -$783K -15,403 -11%
AWM
82
Apex Wealth Management
New Hampshire
$6.62M +$3.77M +74,222 +133%
MFS
83
McNamara Financial Services
Massachusetts
$6.39M +$451K +8,877 +8%
WFA
84
Websterrogers Financial Advisors
South Carolina
$6.25M -$50.3K -989 -0.8%
KeyBank National Association
85
KeyBank National Association
Ohio
$6.24M -$12.9K -254 -0.2%
EWM
86
Elmwood Wealth Management
California
$6.22M +$768K +15,111 +14%
AP
87
Appleton Partners
Massachusetts
$6.21M -$199K -3,917 -3%
WWA
88
WCG Wealth Advisors
Nevada
$6.09M -$875K -17,213 -13%
PAG
89
Private Advisor Group
New Jersey
$6.09M +$1.14M +22,359 +23%
LC
90
Legacy CG
Texas
$6.03M -$526K -10,347 -8%
MWA
91
Mills Wealth Advisors
Texas
$5.85M -$3.9M -76,747 -40%
IA
92
Insight Advisors
Pennsylvania
$5.81M +$251K +4,945 +5%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$5.7M -$683K -13,424 -11%
PP
94
PDS Planning
Ohio
$5.64M +$352K +6,920 +7%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$5.62M +$2.04M +40,130 +57%
SCM
96
SOL Capital Management
Maryland
$5.56M +$1.14M +22,475 +26%
CG
97
CFO4Life Group
Texas
$5.55M -$6.77M -133,126 -55%
SAF
98
Smith Anglin Financial
Texas
$5.52M -$349K -6,871 -6%
TW
99
Transform Wealth
Colorado
$5.5M -$10.4M -203,764 -65%
EWA
100
EP Wealth Advisors
California
$5.48M +$1M +19,685 +22%
2 3
4
5 6