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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 %
PTC
176
Private Trust Company
Ohio
$2.18M -$13.4K -264 -0.6%
CCMG
177
Clark Capital Management Group
Pennsylvania
$2.13M +$2.13M +41,912 New
NF
178
NavPoint Financial
Minnesota
$2.12M +$484K +9,518 +30%
1WM
179
1900 Wealth Management
Texas
$2.12M +$181K +3,553 +9%
NCM
180
New Capital Management
Texas
$2.11M +$706K +13,879 +50%
KSWA
181
Kathleen S. Wright Associates
Pennsylvania
$2.11M -$70.2K -1,380 -3%
FGWP
182
Founders Grove Wealth Partners
Virginia
$2.08M +$458K +9,014 +28%
KCM
183
KM Capital Management
Texas
$2.07M -$1.63M -31,979 -44%
KMWM
184
Keudell/Morrison Wealth Management
Oregon
$2.05M +$2.05M +40,288 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$2.02M +$1.69M +33,176 +507%
AWM
186
Ariadne Wealth Management
California
$2.02M – – –
VF
187
Vawter Financial
Ohio
$2M -$687K -13,507 -26%
SA
188
Skyline Advisors
Washington
$1.98M -$58.1K -1,142 -3%
GWM
189
Geneos Wealth Management
Colorado
$1.94M +$1.41M +27,818 +271%
MWM
190
MY Wealth Management
Maryland
$1.93M +$1.93M +37,958 New
IIC
191
Ironwood Investment Counsel
Arizona
$1.89M +$615K +12,085 +48%
PSIWM
192
Paradigm Strategies in Wealth Management
Minnesota
$1.84M +$23K +452 +1%
OCM
193
One Capital Management
California
$1.83M +$147K +2,897 +9%
MCM
194
MAI Capital Management
Ohio
$1.8M -$61.4K -1,208 -3%
FB
195
Fulton Bank
Pennsylvania
$1.78M +$199K +3,922 +13%
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$1.76M +$118K +2,314 +7%
EH
197
Equitable Holdings
New York
$1.76M +$510K +10,037 +41%
FFA
198
First Foundation Advisors
California
$1.75M -$46.6K -916 -3%
AA
199
Ancora Advisors
Ohio
$1.72M -$24.3K -477 -1%
CWA
200
Core Wealth Advisors
Florida
$1.72M -$90.3K -1,776 -5%
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