We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

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: 432 → 459 (+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: 21 → 18 (-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

Top Buyers

1
B
Bailard
California
+$43.6M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.5M
3
HWM
HB Wealth Management
Georgia
+$23.5M
4
LPL Financial
LPL Financial
California
+$20.5M
5
NP
NorthRock Partners
Minnesota
+$12.3M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$21.2M
2
FT
Fiduciary Trust
Massachusetts
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.84M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.54M
5
Renaissance Technologies
Renaissance Technologies
New York
-$8.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$4.45M -$368K -7,247 -8%
YIA
102
YHB Investment Advisors
Connecticut
$4.44M +$1.24M +24,496 +39%
SCM
103
SOL Capital Management
Maryland
$4.41M +$1.89M +37,290 +75%
LPT
104
Legacy Private Trust
Wisconsin
$4.38M +$1.32M +26,023 +43%
WAAG
105
Wealth Alliance Advisory Group
Kansas
$4.37M +$56.5K +1,113 +1%
SA
106
Stewardship Advisors
Pennsylvania
$4.29M +$342K +6,739 +9%
WIC
107
Whitegate Investment Counselors
New Hampshire
$4.22M +$2.62M +51,660 +163%
CM
108
Capital Management
Virginia
$4.11M +$381K +7,494 +10%
Truist Financial
109
Truist Financial
North Carolina
$4.1M +$158K +3,113 +4%
PA
110
Perennial Advisors
New York
$4.09M +$4.09M +80,591 New
JWM
111
Jupiter Wealth Management
Colorado
$4.06M – – –
Jones Financial Companies
112
Jones Financial Companies
Missouri
$4.04M +$2.54M +50,100 +169%
PWM
113
Perigon Wealth Management
California
$4.01M -$66.4K -1,308 -2%
EFA
114
Evernest Financial Advisors
Indiana
$4M +$566K +11,149 +16%
AFG
115
Albion Financial Group
Utah
$3.97M +$112K +2,198 +3%
SFM
116
Signet Financial Management
New Jersey
$3.82M +$48.5K +955 +1%
T
117
Transce3nd
Texas
$3.81M +$3.82M +75,147 New
CFG
118
Cooper Financial Group
California
$3.78M -$230K -4,529 -6%
SFG
119
Sunburst Financial Group
Alabama
$3.72M -$613K -12,071 -14%
KCM
120
KM Capital Management
Texas
$3.69M +$745K +14,662 +25%
FCIM
121
Fairview Capital Investment Management
California
$3.68M +$112K +2,200 +3%
SW
122
SVB Wealth
Massachusetts
$3.67M +$3.68M +72,446 New
SC
123
Slow Capital
California
$3.61M +$2.67M +52,649 +286%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$3.57M +$2.83M +55,766 +379%
MWM
125
Modern Wealth Management
Kansas
$3.53M -$30.7K -604 -0.9%
3 4
5
6 7

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.