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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 %
CFA
251
Capstone Financial Advisors
Illinois
$580K -$79.8K -1,573 -12%
SCG
252
Sonata Capital Group
Washington
$574K -$20K -395 -3%
LWA
253
Lineweaver Wealth Advisors
Ohio
$572K +$121K +2,391 +27%
TSWM
254
Tyler-Stone Wealth Management
Ohio
$563K +$81.2K +1,600 +17%
LNC
255
Lincoln National Corp
Pennsylvania
$561K +$90.8K +1,789 +19%
CWM
256
Collaborative Wealth Management
Florida
$559K +$233K +4,585 +71%
PCM
257
Presidio Capital Management
California
$554K +$554K +10,927 New
RRA
258
Round Rock Advisors
Connecticut
$553K -$150K -2,959 -21%
HI
259
Harbour Investments
Wisconsin
$544K +$355 +7 +0.1%
USCWA
260
U.S. Capital Wealth Advisors
Texas
$535K -$49K -966 -8%
BF
261
BOK Financial
Oklahoma
$535K +$535K +10,566 New
HSG
262
Helen Stephens Group
Texas
$525K +$218K +4,301 +71%
NL
263
NWAM LLC
Washington
$521K -$526K -10,394 -50%
PCG
264
Prosperity Consulting Group
Maryland
$513K +$513K +10,101 New
WE
265
Wealth Effects
Massachusetts
$510K – – –
WA
266
Waverly Advisors
Alabama
$508K +$508K +10,013 New
PCA
267
Pallas Capital Advisors
Massachusetts
$507K +$507K +10,000 New
TNBTD
268
Trustmark National Bank Trust Department
Mississippi
$507K – – –
PS
269
Principal Securities
Iowa
$498K -$7.1K -140 -1%
TFO
270
Tarbox Family Office
California
$498K +$498K +9,807 New
WAM
271
WNY Asset Management
New York
$495K – – –
WCM
272
WealthBridge Capital Management
Ohio
$494K -$26.1K -515 -5%
BFO
273
Boston Family Office
Massachusetts
$492K -$40K -788 -8%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$480K -$34.1K -673 -7%
RPC
275
Rossmore Private Capital
Connecticut
$470K -$108K -2,125 -19%
9 10
11
12 13