JMST icon

JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

487 hedge funds and large institutions have $2.67B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 239 increasing their positions, 141 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+30
Holders Change %
+6.56%
% of All Funds
6.62%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
63
Increased
239
Reduced
141
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$160M
2
AWE
Avidian Wealth Enterprises
Texas
$29.8M
3
Wells Fargo
Wells Fargo
California
$67.3M
4
LPL Financial
LPL Financial
California
$138M
5
Jane Street
Jane Street
New York
$15.8M

Top Sellers

1
TW
Transform Wealth
Colorado
$5.5M
2
FT
Fiduciary Trust
Massachusetts
$24.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$86.2M
4
CG
CFO4Life Group
Texas
$5.55M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LL
126
LPWM LLC
Minnesota
$3.66M +$1.05M +20,597 +40%
RPSA
127
Richard P. Slaughter Associates
Texas
$3.6M +$2.03M +39,991 +130%
EFL
128
ERn Financial LLC
Wisconsin
$3.53M +$224K +4,401 +7%
TBWA
129
Three Bridge Wealth Advisors
California
$3.52M +$3.46K +68 +0.1%
MWM
130
Modern Wealth Management
Kansas
$3.51M -$26.5K -521 -0.7%
SFG
131
Stonebridge Financial Group
Pennsylvania
$3.46M +$342K +6,726 +11%
SW
132
SVB Wealth
Massachusetts
$3.4M -$286K -5,622 -8%
SFG
133
Sterling Financial Group
California
$3.37M +$2.87M +56,345 +567%
T
134
Transce3nd
Texas
$3.3M -$520K -10,237 -14%
GIM
135
Goelzer Investment Management
Indiana
$3.29M +$1.13M +22,172 +52%
SFG
136
Sunburst Financial Group
Alabama
$3.26M -$465K -9,148 -12%
CastleKeep Investment Advisors
137
CastleKeep Investment Advisors
Connecticut
$3.24M -$2.31M -45,429 -42%
MA
138
Mutual Advisors
Nebraska
$3.23M +$392K +7,723 +14%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$3.21M +$320K +6,293 +11%
HWP
140
Highline Wealth Partners
California
$3.19M -$184K -3,624 -5%
DAS
141
Dynamic Advisor Solutions
Arizona
$3.16M -$80.6K -1,586 -2%
BIP
142
Blueprint Investment Partners
North Carolina
$3.16M +$3.16M +62,224 New
GLLW
143
Graves Light Lenhart Wealth
Virginia
$3.13M +$397K +7,802 +14%
HSG
144
Helen Stephens Group
Texas
$3.04M +$305K +6,003 +11%
SW
145
SkyOak Wealth
Michigan
$3M -$503K -9,885 -14%
VWM
146
Venturi Wealth Management
Texas
$3M +$470K +9,252 +19%
PAG
147
Paladin Advisory Group
Iowa
$2.86M +$1.23M +24,279 +76%
PGAM
148
Princeton Global Asset Management
New Jersey
$2.85M +$1.67M +32,790 +141%
AAS
149
Avantax Advisory Services
Texas
$2.77M +$860K +16,911 +45%
EWA
150
Encompass Wealth Advisors
Oregon
$2.74M -$42.7K -840 -2%
4 5
6
7 8