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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 %
MSFS
251
Main Street Financial Solutions
Pennsylvania
$600K +$208K +4,100 +53%
WB
252
Webster Bank
Connecticut
$600K – – –
MAC
253
Mason & Associates (California)
California
$599K -$223K -4,400 -27%
PCM
254
Presidio Capital Management
California
$597K +$42.6K +840 +8%
AHC
255
Adell Harriman & Carpenter
Texas
$596K – – –
MTWM
256
Masso Torrence Wealth Management
New Jersey
$593K -$123K -2,424 -17%
AC
257
Abbrea Capital
California
$592K -$330K -6,500 -36%
HIP
258
HUB Investment Partners
Texas
$586K +$2.69K +53 +0.5%
OC
259
Oppenheimer & Co
New York
$569K +$569K +11,206 New
SPC
260
Sigma Planning Corp
Michigan
$566K +$236K +4,642 +71%
HFM
261
Hartford Financial Management
Connecticut
$561K -$273K -5,378 -33%
HI
262
Harbour Investments
Wisconsin
$556K +$12.1K +238 +2%
AWC
263
Adamsbrown Wealth Consultants
Kansas
$546K +$546K +10,751 New
SFA
264
Souders Financial Advisors
Ohio
$545K +$85.8K +1,691 +19%
GGV
265
GG Group Ventures
Florida
$541K +$541K +10,646 New
PCG
266
Prosperity Consulting Group
Maryland
$540K +$27.6K +544 +5%
BEAM
267
Baker Ellis Asset Management
Washington
$533K +$533K +10,500 New
KCIC
268
Kuhn & Co Investment Counsel
Illinois
$523K +$80.8K +1,593 +18%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$522K -$12.9K -254 -2%
SOS
270
Silver Oak Securities
Tennessee
$519K -$920K -18,131 -64%
KF
271
Krilogy Financial
Missouri
$518K +$518K +10,210 New
BWM
272
BlackDiamond Wealth Management
New York
$517K +$148K +2,925 +40%
PCA
273
Pallas Capital Advisors
Massachusetts
$508K – – –
IIA
274
Integral Investment Advisors
California
$508K -$381K -7,500 -43%
VA
275
Valmark Advisers
Ohio
$503K +$503K +9,905 New
9 10
11
12 13