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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
AI
176
Atria Investments
North Carolina
$1.87M +$132K +2,593 +8%
EWS
177
Evergreen Wealth Solutions
Pennsylvania
$1.87M +$978K +19,257 +109%
MCM
178
MAI Capital Management
Ohio
$1.85M +$1.86M +36,576 New
MAC
179
Mason & Associates (California)
California
$1.85M -$147K -2,886 -7%
CWM
180
CCG Wealth Management
California
$1.84M +$284K +5,598 +18%
PSIWM
181
Paradigm Strategies in Wealth Management
Minnesota
$1.81M -$61.2K -1,204 -3%
CWAF
182
Core Wealth Advisors (Florida)
Florida
$1.81M -$103K -2,019 -5%
FFA
183
First Foundation Advisors
California
$1.79M -$189K -3,725 -10%
AA
184
Ancora Advisors
Ohio
$1.74M -$552K -10,874 -24%
OCM
185
One Capital Management
California
$1.68M -$672K -13,233 -29%
PCM
186
Pennsylvania Capital Management
Pennsylvania
$1.67M +$1.01M +19,925 +153%
CFGF
187
Compass Financial Group (Florida)
Florida
$1.66M -$111K -2,195 -6%
KA
188
Kooman & Associates
Pennsylvania
$1.64M +$45K +885 +3%
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$1.64M +$364K +7,159 +28%
NF
190
NavPoint Financial
Minnesota
$1.63M +$580K +11,409 +55%
PHWM
191
Pine Harbor Wealth Management
Maryland
$1.63M – – –
KL
192
KWMG LLC
Kansas
$1.62M -$48.8K -960 -3%
PAG
193
Paladin Advisory Group
Iowa
$1.62M -$16.8K -331 -1%
FGWP
194
Founders Grove Wealth Partners
Virginia
$1.62M +$1.62M +31,893 New
FWM
195
Forza Wealth Management
Florida
$1.59M +$833K +16,400 +110%
CPA
196
Clear Point Advisors
New York
$1.59M -$20.5K -404 -1%
FB
197
Fulton Bank
Pennsylvania
$1.57M +$540K +10,634 +52%
RPSA
198
Richard P. Slaughter Associates
Texas
$1.56M +$622K +12,239 +66%
PJWM
199
Philip James Wealth Mangement
Georgia
$1.53M +$156K +3,064 +11%
PIA
200
Perennial Investment Advisors
California
$1.5M +$143K +2,825 +11%
6 7
8
9 10

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.