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JPMorgan Ultra-Short Municipal Income ETF

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: 432459 (+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: 2118 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
201
Allen Capital Group
Nebraska
$1.46M -$308K -6,072 -17%
NCM
202
New Capital Management
Texas
$1.4M -$2.69K -53 -0.2%
JWBC
203
John W. Brooker & Co
California
$1.38M +$13.6K +267 +1%
ATS
204
Ashton Thomas Securities
New York
$1.38M +$160K +3,154 +13%
AWM
205
Able Wealth Management
New Jersey
$1.37M +$219K +4,319 +19%
BEAM
206
Baker Ellis Asset Management
Washington
$1.33M +$533K +10,500 +66%
RMF
207
Red Mountain Financial
Colorado
$1.32M +$264K +5,197 +25%
IIC
208
Ironwood Investment Counsel
Arizona
$1.27M -$532K -10,474 -30%
HIM
209
Harbour Investment Management
Washington
$1.27M -$384K -7,550 -23%
BCG
210
BayBridge Capital Group
California
$1.27M +$9.04K +178 +0.7%
MWA
211
MFA Wealth Advisors
Pennsylvania
$1.25M -$1.4M -27,513 -53%
EH
212
Equitable Holdings
New York
$1.24M -$6.15K -121 -0.5%
UAG
213
United Advisor Group
Ohio
$1.24M +$236K +4,653 +23%
PWH
214
Priebe Wealth Holdings
Minnesota
$1.21M +$90.7K +1,785 +8%
TDC
215
Thompson Davis & Co
Virginia
$1.2M
FCM
216
Firestone Capital Management
Florida
$1.2M +$1.2M +23,665 New
LWA
217
Lifelong Wealth Advisors
Minnesota
$1.19M +$1.19M +23,465 New
PGAM
218
Princeton Global Asset Management
New Jersey
$1.18M +$77.1K +1,517 +7%
PFS
219
Prospera Financial Services
Texas
$1.17M -$23.8K -469 -2%
BWP
220
BSW Wealth Partners
Colorado
$1.15M +$1.15M +22,727 New
MWM
221
Modera Wealth Management
New Jersey
$1.15M
NC
222
NewSquare Capital
Pennsylvania
$1.13M -$57.8K -1,138 -5%
CWA
223
Canvas Wealth Advisors
Kansas
$1.1M +$1.09M +21,548 New
SWP
224
Summit Wealth Partners
Florida
$1.07M +$436K +8,588 +69%
TWM
225
Tradition Wealth Management
Minnesota
$1.07M -$189K -3,728 -15%

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.