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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 %
Bank of America
1
Bank of America
North Carolina
$149M 2,933,050 -47,206 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$122M 2,399,325 +482,904 +25%
LPL Financial
3
LPL Financial
California
$118M 2,328,339 +402,646 +21%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.2M 1,837,552 +41,774 +2%
RCA
5
Resonant Capital Advisors
Wisconsin
$59.5M 1,171,600 +21,351 +2%
SL
6
Salomon & Ludwin
Virginia
$52.1M 1,027,536 +7,925 +0.8%
Wells Fargo
7
Wells Fargo
California
$46.6M 919,191 -20,950 -2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$46.3M 912,989 +48,049 +6%
B
9
Bailard
California
$43.5M 858,245 +858,245 New
Renaissance Technologies
10
Renaissance Technologies
New York
$38.9M 767,900 -167,400 -18%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$36.1M 712,875 +90,863 +15%
Corient Private Wealth
12
Corient Private Wealth
Florida
$35.3M 695,881 +161,884 +30%
NP
13
NorthRock Partners
Minnesota
$34.8M 685,120 +241,215 +54%
FT
14
Fiduciary Trust
Massachusetts
$34.6M 682,936 -294,413 -30%
UBS Group
15
UBS Group
Switzerland
$31.2M 616,032 +37,529 +6%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$30.6M 602,612 +151,260 +34%
FWA
17
FSM Wealth Advisors
Ohio
$30.2M 594,838 +1,140 +0.2%
WAM
18
Weatherly Asset Management
California
$29.7M 584,147 -6,202 -1%
HWM
19
HB Wealth Management
Georgia
$29.4M 580,541 +463,452 +396%
Cerity Partners
20
Cerity Partners
New York
$26.6M 523,618 -64,055 -11%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$24.9M 491,492 +167,556 +52%
BA
22
Bridgewater Advisors
New York
$24.9M 490,652 -9,865 -2%
IWC
23
Integrated Wealth Concepts
Massachusetts
$24.7M 487,739 +71,714 +17%
Raymond James Financial
24
Raymond James Financial
Florida
$22.2M 438,358 +438,358 New
CAMG
25
CWA Asset Management Group
Florida
$22.1M 436,070 +45,207 +12%
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