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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 %
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$4.45M 87,724 -7,247 -8%
YIA
102
YHB Investment Advisors
Connecticut
$4.44M 87,538 +24,496 +39%
SCM
103
SOL Capital Management
Maryland
$4.41M 86,890 +37,290 +75%
LPT
104
Legacy Private Trust
Wisconsin
$4.38M 86,434 +26,023 +43%
WAAG
105
Wealth Alliance Advisory Group
Kansas
$4.37M 86,183 +1,113 +1%
SA
106
Stewardship Advisors
Pennsylvania
$4.29M 84,641 +6,739 +9%
WIC
107
Whitegate Investment Counselors
New Hampshire
$4.22M 83,265 +51,660 +163%
CM
108
Capital Management
Virginia
$4.11M 81,088 +7,494 +10%
Truist Financial
109
Truist Financial
North Carolina
$4.1M 80,823 +3,113 +4%
PA
110
Perennial Advisors
New York
$4.09M 80,591 +80,591 New
JWM
111
Jupiter Wealth Management
Colorado
$4.06M 80,000 – –
Jones Financial Companies
112
Jones Financial Companies
Missouri
$4.04M 79,755 +50,100 +169%
PWM
113
Perigon Wealth Management
California
$4.01M 79,024 -1,308 -2%
EFA
114
Evernest Financial Advisors
Indiana
$4M 78,923 +11,149 +16%
AFG
115
Albion Financial Group
Utah
$3.97M 78,352 +2,198 +3%
SFM
116
Signet Financial Management
New Jersey
$3.82M 75,387 +955 +1%
T
117
Transce3nd
Texas
$3.81M 75,147 +75,147 New
CFG
118
Cooper Financial Group
California
$3.78M 74,537 -4,529 -6%
SFG
119
Sunburst Financial Group
Alabama
$3.72M 73,280 -12,071 -14%
KCM
120
KM Capital Management
Texas
$3.69M 72,749 +14,662 +25%
FCIM
121
Fairview Capital Investment Management
California
$3.68M 72,625 +2,200 +3%
SW
122
SVB Wealth
Massachusetts
$3.67M 72,446 +72,446 New
SC
123
Slow Capital
California
$3.61M 71,074 +52,649 +286%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$3.57M 70,485 +55,766 +379%
MWM
125
Modern Wealth Management
Kansas
$3.53M 69,596 -604 -0.9%
3 4
5
6 7