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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
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$2.61M +$2.62M +51,522 New
LL
152
LPWM LLC
Minnesota
$2.6M +$186K +3,664 +8%
IAN
153
Integrated Advisors Network
Texas
$2.54M +$4.27K +84 +0.2%
RSWA
154
Robinson Smith Wealth Advisors
Maine
$2.53M +$223K +4,381 +10%
VWM
155
Venturi Wealth Management
Texas
$2.52M +$79.6K +1,567 +3%
VPP
156
Vertex Planning Partners
Illinois
$2.46M -$66.8K -1,316 -3%
SFP
157
Sandbox Financial Partners
Maryland
$2.43M -$101K -1,998 -4%
CAM
158
Clarity Asset Management
Iowa
$2.41M +$44.9K +884 +2%
FIM
159
Freedom Investment Management
Connecticut
$2.37M +$283K +5,572 +14%
BL
160
BFSG LLC
California
$2.35M -$23.6K -465 -1%
Creative Planning
161
Creative Planning
Kansas
$2.3M -$6.35K -125 -0.3%
CC
162
Callan Capital
California
$2.24M -$1.22M -24,044 -35%
IA
163
IFP Advisors
Florida
$2.2M +$14.3K +282 +0.7%
PTC
164
Private Trust Company
Ohio
$2.19M +$39K +768 +2%
KSWA
165
Kathleen S. Wright Associates
Pennsylvania
$2.17M -$83.6K -1,645 -4%
GIM
166
Goelzer Investment Management
Indiana
$2.15M -$2.68M -52,782 -55%
SWP
167
Stratos Wealth Partners
Ohio
$2.11M +$266K +5,232 +14%
LWP
168
Laurel Wealth Planning
Minnesota
$2.08M +$170K +3,343 +9%
GGS
169
Galvin Gaustad & Stein
Arizona
$2.08M -$55.1K -1,084 -3%
SA
170
Skyline Advisors
Washington
$2.03M -$770K -15,157 -27%
AWM
171
Ariadne Wealth Management
California
$2.02M +$2.02M +39,746 New
BA
172
Bristlecone Advisors
Washington
$1.95M -$23.7K -466 -1%
1WM
173
1900 Wealth Management
Texas
$1.93M +$285K +5,611 +17%
ZIC
174
ZWJ Investment Counsel
Georgia
$1.92M -$47.8K -941 -2%
AAS
175
Avantax Advisory Services
Texas
$1.9M -$110K -2,160 -5%
5 6
7
8 9

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.