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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 %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$2.61M 51,522 +51,522 New
LL
152
LPWM LLC
Minnesota
$2.6M 51,368 +3,664 +8%
IAN
153
Integrated Advisors Network
Texas
$2.54M 50,180 +84 +0.2%
RSWA
154
Robinson Smith Wealth Advisors
Maine
$2.53M 49,850 +4,381 +10%
VWM
155
Venturi Wealth Management
Texas
$2.52M 49,729 +1,567 +3%
VPP
156
Vertex Planning Partners
Illinois
$2.46M 48,525 -1,316 -3%
SFP
157
Sandbox Financial Partners
Maryland
$2.43M 47,885 -1,998 -4%
CAM
158
Clarity Asset Management
Iowa
$2.41M 47,522 +884 +2%
FIM
159
Freedom Investment Management
Connecticut
$2.37M 46,692 +5,572 +14%
BL
160
BFSG LLC
California
$2.35M 46,335 -465 -1%
Creative Planning
161
Creative Planning
Kansas
$2.3M 45,393 -125 -0.3%
CC
162
Callan Capital
California
$2.24M 44,075 -24,044 -35%
IA
163
IFP Advisors
Florida
$2.2M 43,456 +282 +0.7%
PTC
164
Private Trust Company
Ohio
$2.19M 43,105 +768 +2%
KSWA
165
Kathleen S. Wright Associates
Pennsylvania
$2.17M 42,802 -1,645 -4%
GIM
166
Goelzer Investment Management
Indiana
$2.15M 42,473 -52,782 -55%
SWP
167
Stratos Wealth Partners
Ohio
$2.11M 41,649 +5,232 +14%
LWP
168
Laurel Wealth Planning
Minnesota
$2.08M 41,066 +3,343 +9%
GGS
169
Galvin Gaustad & Stein
Arizona
$2.08M 41,023 -1,084 -3%
SA
170
Skyline Advisors
Washington
$2.03M 40,082 -15,157 -27%
AWM
171
Ariadne Wealth Management
California
$2.02M 39,746 +39,746 New
BA
172
Bristlecone Advisors
Washington
$1.95M 38,462 -466 -1%
1WM
173
1900 Wealth Management
Texas
$1.93M 38,132 +5,611 +17%
ZIC
174
ZWJ Investment Counsel
Georgia
$1.92M 37,810 -941 -2%
AAS
175
Avantax Advisory Services
Texas
$1.9M 37,498 -2,160 -5%
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