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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 %
AWC
151
Adamsbrown Wealth Consultants
Kansas
$2.7M -$37.7K -742 -1%
RPC
152
Rossmore Private Capital
Connecticut
$2.7M +$2.43M +47,704 +894%
RSWA
153
Robinson Smith Wealth Advisors
Maine
$2.63M +$96K +1,888 +4%
FFN
154
Focus Financial Network
Minnesota
$2.63M -$72.6K -1,427 -3%
VPP
155
Vertex Planning Partners
Illinois
$2.59M +$126K +2,483 +5%
CWM
156
CCG Wealth Management
California
$2.56M +$715K +14,062 +39%
SF
157
Synovus Financial
Georgia
$2.54M -$109K -2,142 -4%
IAN
158
Integrated Advisors Network
Texas
$2.5M -$47K -924 -2%
GI
159
Gradient Investments
Minnesota
$2.5M +$2.5M +49,243 New
SFP
160
Sandbox Financial Partners
Maryland
$2.5M +$66.3K +1,304 +3%
LWP
161
Laurel Wealth Planning
Minnesota
$2.49M +$399K +7,848 +19%
CAM
162
Clarity Asset Management
Iowa
$2.42M +$3.61K +71 +0.1%
PCM
163
Pennsylvania Capital Management
Pennsylvania
$2.42M +$746K +14,673 +45%
Creative Planning
164
Creative Planning
Kansas
$2.42M +$111K +2,191 +5%
SWP
165
Stratos Wealth Partners
Ohio
$2.41M +$288K +5,665 +14%
SSC
166
Syverson Strege & Co
Iowa
$2.37M +$2.37M +46,601 New
NFP
167
Narus Financial Partners
Utah
$2.34M -$979K -19,249 -30%
FIM
168
Freedom Investment Management
Connecticut
$2.3M -$71.4K -1,405 -3%
NCM
169
NCM Capital Management
New Jersey
$2.28M +$1.34M +26,435 +143%
VCM
170
Virtue Capital Management
Tennessee
$2.24M +$2.24M +44,089 New
KCM
171
Kathmere Capital Management
Pennsylvania
$2.23M -$480K -9,430 -18%
PA
172
Parallel Advisors
California
$2.23M +$1.76M +34,652 +379%
IA
173
IFP Advisors
Florida
$2.23M +$16.5K +324 +0.7%
BL
174
BFSG LLC
California
$2.22M -$131K -2,585 -6%
CC
175
Callan Capital
California
$2.18M -$58.7K -1,155 -3%
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