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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 %
PJWM
201
Philip James Wealth Mangement
Georgia
$1.71M +$169K +3,316 +11%
CFGF
202
Compass Financial Group (Florida)
Florida
$1.66M – – –
KA
203
Kooman & Associates
Pennsylvania
$1.66M +$15.2K +299 +0.9%
CAM
204
Cresset Asset Management
Illinois
$1.64M +$1.28M +25,124 +348%
GGS
205
Galvin Gaustad & Stein
Arizona
$1.64M -$442K -8,696 -21%
KA
206
Klingman & Associates
New York
$1.64M +$610K +12,000 +59%
PHWM
207
Pine Harbor Wealth Management
Maryland
$1.63M – – –
ZIC
208
ZWJ Investment Counsel
Georgia
$1.63M -$295K -5,795 -15%
MWA
209
MFA Wealth Advisors
Pennsylvania
$1.59M +$342K +6,731 +27%
AWM
210
Able Wealth Management
New Jersey
$1.57M +$196K +3,858 +14%
KL
211
KWMG LLC
Kansas
$1.57M -$63.2K -1,242 -4%
EFS
212
Essex Financial Services
Connecticut
$1.56M +$990K +19,461 +173%
FFS
213
Founders Financial Securities
Maryland
$1.55M +$1.55M +30,490 New
BA
214
Bristlecone Advisors
Washington
$1.54M -$420K -8,253 -21%
CGH
215
Crossmark Global Holdings
Texas
$1.52M +$1.52M +29,983 New
AOWM
216
Alpha Omega Wealth Management
Virginia
$1.49M +$832K +16,358 +126%
HIM
217
Harbour Investment Management
Washington
$1.49M +$220K +4,320 +17%
PAS
218
Park Avenue Securities
New York
$1.49M +$1.49M +29,213 New
BEAM
219
Baker Ellis Asset Management
Washington
$1.46M +$127K +2,500 +10%
PIA
220
Perennial Investment Advisors
California
$1.46M -$35.2K -692 -2%
ATS
221
Ashton Thomas Securities
New York
$1.43M +$44.4K +874 +3%
CPA
222
Clear Point Advisors
New York
$1.4M -$195K -3,827 -12%
UAG
223
United Advisor Group
Ohio
$1.37M +$124K +2,437 +10%
JWBC
224
John W. Brooker & Co
California
$1.37M -$20.2K -397 -1%
OIA
225
OneDigital Investment Advisors
Kansas
$1.34M +$363K +7,144 +37%
7 8
9
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