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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 %
ACG
201
Allen Capital Group
Nebraska
$1.46M 28,826 -6,072 -17%
NCM
202
New Capital Management
Texas
$1.4M 27,700 -53 -0.2%
JWBC
203
John W. Brooker & Co
California
$1.38M 27,303 +267 +1%
ATS
204
Ashton Thomas Securities
New York
$1.38M 27,269 +3,154 +13%
AWM
205
Able Wealth Management
New Jersey
$1.37M 27,062 +4,319 +19%
BEAM
206
Baker Ellis Asset Management
Washington
$1.33M 26,300 +10,500 +66%
RMF
207
Red Mountain Financial
Colorado
$1.32M 26,028 +5,197 +25%
IIC
208
Ironwood Investment Counsel
Arizona
$1.27M 25,020 -10,474 -30%
HIM
209
Harbour Investment Management
Washington
$1.27M 24,920 -7,550 -23%
BCG
210
BayBridge Capital Group
California
$1.27M 24,960 +178 +0.7%
MWA
211
MFA Wealth Advisors
Pennsylvania
$1.25M 24,635 -27,513 -53%
EH
212
Equitable Holdings
New York
$1.24M 24,531 -121 -0.5%
UAG
213
United Advisor Group
Ohio
$1.24M 24,499 +4,653 +23%
PWH
214
Priebe Wealth Holdings
Minnesota
$1.21M 23,828 +1,785 +8%
TDC
215
Thompson Davis & Co
Virginia
$1.2M 23,738 – –
FCM
216
Firestone Capital Management
Florida
$1.2M 23,665 +23,665 New
LWA
217
Lifelong Wealth Advisors
Minnesota
$1.19M 23,465 +23,465 New
PGAM
218
Princeton Global Asset Management
New Jersey
$1.18M 23,238 +1,517 +7%
PFS
219
Prospera Financial Services
Texas
$1.17M 23,136 -469 -2%
BWP
220
BSW Wealth Partners
Colorado
$1.15M 22,727 +22,727 New
MWM
221
Modera Wealth Management
New Jersey
$1.15M 22,581 – –
NC
222
NewSquare Capital
Pennsylvania
$1.13M 22,286 -1,138 -5%
CWA
223
Canvas Wealth Advisors
Kansas
$1.1M 21,548 +21,548 New
SWP
224
Summit Wealth Partners
Florida
$1.07M 21,067 +8,588 +69%
TWM
225
Tradition Wealth Management
Minnesota
$1.07M 21,022 -3,728 -15%
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