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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

404 hedge funds and large institutions have $1.96B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 152 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
5.86%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
49
Increased
142
Reduced
152
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GPWA
Great Point Wealth Advisors
Massachusetts
$7.99M
2
SL
Salomon & Ludwin
Virginia
$7.35M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$23.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$11M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.02M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$149M
2
AC
Asio Capital
Kentucky
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$30.3M
4
AC
AlphaCore Capital
California
$0
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
226
Roof Eidam Maycock Peralta (REMP)
California
$710K – – –
RWA
227
Rooted Wealth Advisors
Illinois
$703K +$9.51K +188 +1%
VIM
228
Vista Investment Management
Pennsylvania
$690K – – –
AWM
229
Avaii Wealth Management
Wisconsin
$687K -$15.1K -297 -2%
GCA
230
Gradient Capital Advisors
California
$673K -$120K -2,361 -15%
KAS
231
Kestra Advisory Services
Texas
$667K +$37K +730 +6%
RWA
232
Roberts Wealth Advisors
California
$662K -$251K -4,967 -28%
UWM
233
USAdvisors Wealth Management
Minnesota
$659K +$42.3K +834 +7%
TIM
234
Tortoise Investment Management
New York
$649K +$649K +12,795 New
EH
235
Equitable Holdings
New York
$643K +$99.3K +1,958 +18%
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$637K +$129K +2,545 +25%
WN
237
Williams & Novak
California
$619K – – –
ESB
238
Essex Savings Bank
Connecticut
$615K – – –
HIF
239
Hill Island Financial
Michigan
$615K +$3.45K +68 +0.6%
DWM
240
Dakota Wealth Management
Florida
$614K +$761 +15 +0.1%
SWP
241
Summit Wealth Partners
Florida
$614K – – –
TDC
242
Thompson Davis & Co
Virginia
$613K +$245K +4,825 +67%
FAG
243
Financial Advisory Group
Texas
$608K -$520K -10,250 -46%
SPIA
244
Steward Partners Investment Advisory
New York
$603K +$1.02K +20 +0.2%
WB
245
Webster Bank
Connecticut
$600K +$25.4K +500 +4%
RA
246
RFG Advisory
Alabama
$598K +$83.4K +1,643 +16%
AHC
247
Adell Harriman & Carpenter
Texas
$596K – – –
WIP
248
WealthCare Investment Partners
Rhode Island
$593K +$318K +6,266 +116%
HIP
249
HUB Investment Partners
Texas
$584K +$2.54K +50 +0.4%
JSW
250
Journey Strategic Wealth
New Jersey
$583K +$583K +11,493 New
8 9
10
11 12