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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
TBWA
126
Three Bridge Wealth Advisors
California
$3.51M +$3.81K +75 +0.1%
SW
127
SkyOak Wealth
Michigan
$3.49M +$738K +14,528 +27%
SA
128
Sanctuary Advisors
Indiana
$3.44M +$153K +3,012 +5%
HWP
129
Highline Wealth Partners
California
$3.37M -$410K -8,080 -11%
SW
130
StrongBox Wealth
Missouri
$3.33M +$870K +17,123 +35%
NFP
131
Narus Financial Partners
Utah
$3.31M +$209K +4,113 +7%
EFL
132
ERn Financial LLC
Wisconsin
$3.3M +$1.15M +22,597 +53%
DAS
133
Dynamic Advisor Solutions
Arizona
$3.24M +$622K +12,255 +24%
SFGP
134
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.1M +$3.11M +61,229 New
Morgan Stanley
135
Morgan Stanley
New York
$3.09M -$3.62M -71,294 -54%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$2.95M -$135K -2,660 -4%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$2.88M +$189K +3,727 +7%
MML Investors Services
138
MML Investors Services
Massachusetts
$2.86M -$897K -17,652 -24%
MA
139
Mutual Advisors
Nebraska
$2.84M +$205K +4,029 +8%
AWM
140
Apex Wealth Management
New Hampshire
$2.84M +$2.84M +55,922 New
GRP
141
Global Retirement Partners
California
$2.82M +$230K +4,532 +9%
EWA
142
Encompass Wealth Advisors
Oregon
$2.77M +$24.5K +482 +0.9%
AWE
143
Avidian Wealth Enterprises
Texas
$2.75M +$536K +10,548 +24%
HSG
144
Helen Stephens Group
Texas
$2.73M +$332K +6,529 +14%
AWC
145
Adamsbrown Wealth Consultants
Kansas
$2.73M +$377K +7,420 +16%
GLLW
146
Graves Light Lenhart Wealth
Virginia
$2.73M +$61.9K +1,219 +2%
KCM
147
Kathmere Capital Management
Pennsylvania
$2.71M -$1.19M -23,474 -31%
FFN
148
Focus Financial Network
Minnesota
$2.7M -$20.4K -402 -0.8%
VF
149
Vawter Financial
Ohio
$2.68M -$140K -2,747 -5%
SF
150
Synovus Financial
Georgia
$2.65M -$3.07M -60,414 -54%
4 5
6
7 8

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.