JMST icon

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 %
TBWA
126
Three Bridge Wealth Advisors
California
$3.51M 69,093 +75 +0.1%
SW
127
SkyOak Wealth
Michigan
$3.49M 68,907 +14,528 +27%
SA
128
Sanctuary Advisors
Indiana
$3.44M 67,629 +3,012 +5%
HWP
129
Highline Wealth Partners
California
$3.37M 66,427 -8,080 -11%
SW
130
StrongBox Wealth
Missouri
$3.33M 65,723 +17,123 +35%
NFP
131
Narus Financial Partners
Utah
$3.31M 65,191 +4,113 +7%
EFL
132
ERn Financial LLC
Wisconsin
$3.3M 65,111 +22,597 +53%
DAS
133
Dynamic Advisor Solutions
Arizona
$3.24M 63,824 +12,255 +24%
SFG
134
Stonebridge Financial Group
Pennsylvania
$3.1M 61,229 +61,229 New
Morgan Stanley
135
Morgan Stanley
New York
$3.09M 60,897 -71,294 -54%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$2.95M 58,137 -2,660 -4%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$2.88M 56,865 +3,727 +7%
MML Investors Services
138
MML Investors Services
Massachusetts
$2.86M 56,399 -17,652 -24%
MA
139
Mutual Advisors
Nebraska
$2.84M 55,930 +4,029 +8%
AWM
140
Apex Wealth Management
New Hampshire
$2.84M 55,922 +55,922 New
GRP
141
Global Retirement Partners
California
$2.82M 55,690 +4,532 +9%
EWA
142
Encompass Wealth Advisors
Oregon
$2.77M 54,659 +482 +0.9%
AWE
143
Avidian Wealth Enterprises
Texas
$2.75M 54,132 +10,548 +24%
HSG
144
Helen Stephens Group
Texas
$2.73M 53,870 +6,529 +14%
AWC
145
Adamsbrown Wealth Consultants
Kansas
$2.73M 53,832 +7,420 +16%
GLLW
146
Graves Light Lenhart Wealth
Virginia
$2.73M 53,809 +1,219 +2%
KCM
147
Kathmere Capital Management
Pennsylvania
$2.71M 53,345 -23,474 -31%
FFN
148
Focus Financial Network
Minnesota
$2.7M 53,108 -402 -0.8%
VF
149
Vawter Financial
Ohio
$2.68M 52,793 -2,747 -5%
SF
150
Synovus Financial
Georgia
$2.65M 52,192 -60,414 -54%
4 5
6
7 8