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JPMorgan Ultra-Short Municipal Income ETF

499 hedge funds and large institutions have $2.99B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 245 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 155

56% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $2.67B → $2.99B (+$316M)

2% more funds holding

Funds holding: 491499 (+8)

1.37% less ownership

Funds ownership: 75.29%73.92% (-1.4%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
499
Holders Change
+8
Holders Change %
+1.63%
% of All Funds
6.57%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.25%
New
50
Increased
245
Reduced
155
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$184M +$23.6M +464,869 +15%
Bank of America
2
Bank of America
North Carolina
$169M +$13.2M +259,552 +8%
LPL Financial
3
LPL Financial
California
$159M +$21.4M +421,284 +16%
Wells Fargo
4
Wells Fargo
California
$75.2M +$7.7M +151,727 +11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$72.3M -$14M -275,211 -16%
RCA
6
Resonant Capital Advisors
Wisconsin
$65.8M +$606K +11,940 +0.9%
GC
7
Grimes & Company
Massachusetts
$55.5M +$55.3M +1,089,770 New
SL
8
Salomon & Ludwin
Virginia
$51.7M -$24.5K -482 -0%
JP Morgan Chase
9
JP Morgan Chase
New York
$51.5M +$7.68M +151,379 +18%
Mariner
10
Mariner
Kansas
$47M +$28.1M +552,752 +149%
NP
11
NorthRock Partners
Minnesota
$46M +$4.16M +81,988 +10%
UBS Group
12
UBS Group
Switzerland
$45.9M +$12M +235,581 +35%
Corient Private Wealth
13
Corient Private Wealth
Florida
$45.5M -$1.3M -25,526 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$41.4M -$4.49M -88,503 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$41.2M +$4.62M +90,987 +13%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$39.8M +$24.3M +479,460 +158%
Raymond James Financial
17
Raymond James Financial
Florida
$36.4M +$8.45M +166,441 +30%
ICP
18
Interchange Capital Partners
Pennsylvania
$35.4M +$22.9M +450,882 +185%
B
19
Bailard
California
$34.7M -$18.1M -356,480 -34%
HWM
20
HB Wealth Management
Georgia
$32.2M -$340K -6,697 -1%
BA
21
Bridgewater Advisors
New York
$31.6M +$6.52M +128,368 +26%
WAM
22
Weatherly Asset Management
California
$31.2M +$314K +6,187 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$30.5M +$2.71M +53,373 +10%
FWA
24
FSM Wealth Advisors
Ohio
$30.1M -$179K -3,525 -0.6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$30.1M +$10.3M +203,097 +52%

JMST Hedge Fund Activity: Q2 2025 in Review

499 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2025, worth a combined $2.99B — up 12% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new JMST positions and 32 closed out — a net gain of 18 holders — while 245 added to existing stakes and 155 trimmed.

The largest buyer was Grimes & Company, opening a new position worth an estimated $55.3M. The largest seller was Bailard, cutting an estimated $18.1M.

  • 499 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2025, up from 491 in Q1 2025.
  • Funds reported $2.99B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 50 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2025 and 32 closed out, a net change of +18 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2025 was Grimes & Company, an estimated $55.3M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2025 was Bailard, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2025.