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JPMorgan Ultra-Short Municipal Income ETF
JMST

Overview Fund Activity

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.25%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Salomon & Ludwin
Virginia
$51.9M
2
FWA
FSM Wealth Advisors
Ohio
$30.2M
3
NP
NorthRock Partners
Minnesota
$22.6M
4
AAS
Annex Advisory Services
Wisconsin
$21.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$47.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$91.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$19.8M
3
FT
Fiduciary Trust
Massachusetts
$49.8M
4
AAS
Avantax Advisory Services
Texas
$2.02M
5
Wells Fargo
Wells Fargo
California
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
226
IAG Wealth Partners
Wisconsin
$958K +$475K +9,318 +98%
HFM
227
Hartford Financial Management
Connecticut
$949K +$385K +7,562 +68%
RPSA
228
Richard P. Slaughter Associates
Texas
$943K +$734K +14,411 +352%
SC
229
Slow Capital
California
$939K -$1.46M -28,757 -61%
SFG
230
Shum Financial Group
California
$938K +$938K +18,519 New
FWP
231
FAS Wealth Partners
Kansas
$937K +$101K +1,977 +12%
EWS
232
Evergreen Wealth Solutions
Pennsylvania
$897K -$124K -2,436 -12%
PAS
233
Park Avenue Securities
New York
$891K +$891K +17,493 New
IWM
234
IHT Wealth Management
Illinois
$885K +$384K +7,544 +77%
PS
235
Principal Securities
Iowa
$885K +$605K +11,878 +216%
SRWM
236
Shira Ridge Wealth Management
California
$877K -$72.3K -1,420 -8%
JFA
237
JNBA Financial Advisors
Minnesota
$870K +$51 +1 +0%
SAI
238
Savvy Advisors Inc
New York
$866K -$159K -3,121 -16%
WCM
239
WealthBridge Capital Management
Ohio
$857K +$357K +7,015 +72%
SPIA
240
Steward Partners Investment Advisory
New York
$855K – – –
FCFC
241
First Citizens Financial Corp
Iowa
$845K -$100K -1,968 -11%
Citadel Advisors
242
Citadel Advisors
Florida
$833K +$833K +16,350 New
KWM
243
Kingsview Wealth Management
Oregon
$826K +$353K +6,937 +75%
EBWM
244
Eagle Bluffs Wealth Management
Missouri
$820K +$1.07K +21 +0.1%
CFS
245
Commonwealth Financial Services
West Virginia
$811K +$80.7K +1,588 +11%
KAS
246
Kestra Advisory Services
Texas
$807K +$43K +844 +6%
AC
247
Apella Capital
Connecticut
$806K +$4.47K +88 +0.6%
BEAM
248
Baker Ellis Asset Management
Washington
$805K +$270K +5,300 +50%
FFA
249
Farther Finance Advisors
California
$804K +$781K +15,331 +3,340%
MSFS
250
Main Street Financial Solutions
Pennsylvania
$802K +$199K +3,910 +33%
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