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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
Bank of America
1
Bank of America
North Carolina
$149M -$2.4M -47,206 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$122M +$24.5M +482,904 +25%
LPL Financial
3
LPL Financial
California
$118M +$20.5M +402,646 +21%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.2M +$2.12M +41,774 +2%
RCA
5
Resonant Capital Advisors
Wisconsin
$59.5M +$1.08M +21,351 +2%
SL
6
Salomon & Ludwin
Virginia
$52.1M +$403K +7,925 +0.8%
Wells Fargo
7
Wells Fargo
California
$46.6M -$1.06M -20,950 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$46.3M +$2.44M +48,049 +6%
B
9
Bailard
California
$43.5M +$43.6M +858,245 New
Renaissance Technologies
10
Renaissance Technologies
New York
$38.9M -$8.5M -167,400 -18%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$36.1M +$4.62M +90,863 +15%
Corient Private Wealth
12
Corient Private Wealth
Florida
$35.3M +$8.22M +161,884 +30%
NP
13
NorthRock Partners
Minnesota
$34.8M +$12.3M +241,215 +54%
FT
14
Fiduciary Trust
Massachusetts
$34.6M -$15M -294,413 -30%
UBS Group
15
UBS Group
Switzerland
$31.2M +$1.91M +37,529 +6%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$30.6M +$7.68M +151,260 +34%
FWA
17
FSM Wealth Advisors
Ohio
$30.2M +$57.9K +1,140 +0.2%
WAM
18
Weatherly Asset Management
California
$29.7M -$315K -6,202 -1%
HWM
19
HB Wealth Management
Georgia
$29.4M +$23.5M +463,452 +396%
Cerity Partners
20
Cerity Partners
New York
$26.6M -$3.25M -64,055 -11%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$24.9M +$8.51M +167,556 +52%
BA
22
Bridgewater Advisors
New York
$24.9M -$501K -9,865 -2%
IWC
23
Integrated Wealth Concepts
Massachusetts
$24.7M +$3.64M +71,714 +17%
Raymond James Financial
24
Raymond James Financial
Florida
$22.2M +$22.3M +438,358 New
CAMG
25
CWA Asset Management Group
Florida
$22.1M +$2.3M +45,207 +12%

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.