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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

424 hedge funds and large institutions have $1.98B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 155 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+20
Holders Change %
+4.95%
% of All Funds
6.17%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
56
Increased
153
Reduced
155
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15.4M
2
LPL Financial
LPL Financial
California
+$8.75M
3
RCA
Resonant Capital Advisors
Wisconsin
+$8.31M
4
NA
NewEdge Advisors
Louisiana
+$8.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$8.03M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.8M
2
OCM
One Capital Management
California
-$10.1M
3
BA
Bridgewater Advisors
New York
-$8.44M
4
MWA
Mills Wealth Advisors
Texas
-$6.81M
5
SC
Slow Capital
California
-$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
226
Equitable Holdings
New York
$787K +$144K +2,840 +22%
TIM
227
Tortoise Investment Management
New York
$787K +$137K +2,705 +21%
WIP
228
WealthCare Investment Partners
Rhode Island
$770K +$177K +3,490 +30%
TAM
229
Titleist Asset Management
Texas
$764K -$371K -7,311 -33%
KAS
230
Kestra Advisory Services
Texas
$762K +$94.6K +1,865 +14%
FWM
231
Forza Wealth Management
Florida
$756K – – –
MP
232
McDonald Partners
Ohio
$741K – – –
GWSG
233
GPS Wealth Strategies Group
Colorado
$738K -$10.3K -203 -1%
CFS
234
Commonwealth Financial Services
West Virginia
$728K -$203K -4,013 -22%
JBA
235
Johnson Bixby & Associates
Washington
$724K -$40.4K -797 -5%
REMPR
236
Roof Eidam Maycock Peralta (REMP)
California
$710K – – –
VIM
237
Vista Investment Management
Pennsylvania
$690K – – –
UWM
238
USAdvisors Wealth Management
Minnesota
$681K +$21.9K +431 +3%
GCA
239
Gradient Capital Advisors
California
$673K – – –
LWA
240
Lineweaver Wealth Advisors
Ohio
$661K +$88.7K +1,749 +16%
GI
241
GAMMA Investing
California
$654K +$604K +11,902 +1,216%
SIA
242
Soltis Investment Advisors
Utah
$645K -$1.04M -20,500 -62%
JSW
243
Journey Strategic Wealth
New Jersey
$641K +$58.2K +1,147 +10%
SWP
244
Summit Wealth Partners
Florida
$633K +$19.6K +387 +3%
AWM
245
Avaii Wealth Management
Wisconsin
$622K -$65.2K -1,285 -9%
SFG
246
Sage Financial Group
Pennsylvania
$620K +$162K +3,202 +35%
HIF
247
Hill Island Financial
Michigan
$620K +$5.33K +105 +0.9%
DWM
248
Dakota Wealth Management
Florida
$614K – – –
CFA
249
Capstone Financial Advisors
Illinois
$610K +$29.7K +585 +5%
CWM
250
Collaborative Wealth Management
Florida
$609K +$49.8K +982 +9%
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10
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