JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

496 hedge funds and large institutions have $2.98B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 156 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+9
Holders Change %
+1.85%
% of All Funds
6.65%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.25%
New
50
Increased
240
Reduced
156
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Grimes & Company
Massachusetts
$55.5M
2
Mariner
Mariner
Kansas
$47M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$39.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$184M
5
ICP
Interchange Capital Partners
Pennsylvania
$35.4M

Top Sellers

1
B
Bailard
California
$34.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$72.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19M
4
GVAG
Great Valley Advisor Group
Delaware
$11.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
76
Tortoise Investment Management
New York
$8.83M +$859K +16,860 +11%
CTA
77
Chesley Taft & Associates
Illinois
$8.36M +$1.61M +31,550 +24%
SFA
78
Sequoia Financial Advisors
Ohio
$8.23M -$115K -2,268 -1%
ACA
79
Aptus Capital Advisors
Alabama
$7.79M -$271K -5,323 -3%
RFC
80
Regions Financial Corp
Alabama
$7.35M -$625K -12,265 -8%
EWM
81
Elmwood Wealth Management
California
$7.21M +$976K +19,169 +16%
MFS
82
McNamara Financial Services
Massachusetts
$7.14M +$741K +14,560 +12%
BIAS
83
Beacon Investment Advisory Services
New Jersey
$7.08M +$1.74M +34,203 +33%
WIC
84
Whitegate Investment Counselors
New Hampshire
$6.99M +$2.6M +51,135 +59%
IA
85
Insight Advisors
Pennsylvania
$6.76M +$944K +18,531 +16%
BCI
86
Brinker Capital Investments
Pennsylvania
$6.66M -$263K -5,156 -4%
AWM
87
Apex Wealth Management
New Hampshire
$6.65M +$25.6K +503 +0.4%
CFG
88
Cooper Financial Group
California
$6.59M +$2.83M +55,649 +75%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$6.35M +$640K +12,577 +11%
LPT
90
Legacy Private Trust
Wisconsin
$6.3M +$938K +18,418 +17%
EWA
91
EP Wealth Advisors
California
$6.28M +$793K +15,573 +14%
SCM
92
SOL Capital Management
Maryland
$6.13M +$560K +10,995 +10%
WFA
93
Websterrogers Financial Advisors
South Carolina
$6.08M -$176K -3,454 -3%
SAA
94
Southeast Asset Advisors
Georgia
$6.06M +$6.06M +119,039 New
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$5.91M +$2.7M +52,996 +84%
AP
96
Appleton Partners
Massachusetts
$5.76M -$465K -9,130 -7%
PCG
97
Prosperity Consulting Group
Maryland
$5.69M -$971K -19,065 -15%
GIM
98
Goelzer Investment Management
Indiana
$5.61M +$2.32M +45,577 +71%
IA
99
IMZ Advisory
Florida
$5.6M +$423K +8,305 +8%
AFG
100
Albion Financial Group
Utah
$5.57M +$1.13M +22,110 +25%
2 3
4
5 6