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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 %
AI
176
Atria Investments
North Carolina
$1.87M 36,919 +2,593 +8%
EWS
177
Evergreen Wealth Solutions
Pennsylvania
$1.87M 36,858 +19,257 +109%
MCM
178
MAI Capital Management
Ohio
$1.85M 36,576 +36,576 New
MAC
179
Mason & Associates (California)
California
$1.85M 36,387 -2,886 -7%
CWM
180
CCG Wealth Management
California
$1.84M 36,255 +5,598 +18%
PSIWM
181
Paradigm Strategies in Wealth Management
Minnesota
$1.81M 35,773 -1,204 -3%
CWA
182
Core Wealth Advisors
Florida
$1.81M 35,652 -2,019 -5%
FFA
183
First Foundation Advisors
California
$1.79M 35,267 -3,725 -10%
AA
184
Ancora Advisors
Ohio
$1.74M 34,358 -10,874 -24%
OCM
185
One Capital Management
California
$1.68M 33,050 -13,233 -29%
PCM
186
Pennsylvania Capital Management
Pennsylvania
$1.67M 32,913 +19,925 +153%
CFGF
187
Compass Financial Group (Florida)
Florida
$1.66M 32,701 -2,195 -6%
KA
188
Kooman & Associates
Pennsylvania
$1.64M 32,368 +885 +3%
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$1.64M 32,296 +7,159 +28%
NF
190
NavPoint Financial
Minnesota
$1.63M 32,228 +11,409 +55%
PHWM
191
Pine Harbor Wealth Management
Maryland
$1.63M 32,129 – –
KL
192
KWMG LLC
Kansas
$1.62M 32,037 -960 -3%
PAG
193
Paladin Advisory Group
Iowa
$1.62M 31,983 -331 -1%
FGWP
194
Founders Grove Wealth Partners
Virginia
$1.62M 31,893 +31,893 New
FWM
195
Forza Wealth Management
Florida
$1.59M 31,300 +16,400 +110%
CPA
196
Clear Point Advisors
New York
$1.59M 31,296 -404 -1%
FB
197
Fulton Bank
Pennsylvania
$1.57M 31,034 +10,634 +52%
RPSA
198
Richard P. Slaughter Associates
Texas
$1.56M 30,747 +12,239 +66%
PJWM
199
Philip James Wealth Mangement
Georgia
$1.53M 30,224 +3,064 +11%
PIA
200
Perennial Investment Advisors
California
$1.5M 29,488 +2,825 +11%
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