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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 %
ICP
276
Interchange Capital Partners
Pennsylvania
$463K +$5.97K +115 +1%
RWP
277
RWA Wealth Partners
Massachusetts
$463K -$105K -2,070 -19%
SFA
278
Souders Financial Advisors
Ohio
$459K +$7.76K +153 +2%
WJWM
279
Williams Jones Wealth Management
New York
$459K +$459K +9,040 New
SFG
280
Sage Financial Group
Pennsylvania
$458K +$8.88K +175 +2%
SPA
281
Shore Point Advisors
New Jersey
$458K +$162K +3,194 +55%
MWM
282
Mission Wealth Management
California
$452K -$44.8K -882 -9%
RHP
283
Royal Harbor Partners
Texas
$451K – – –
CMBA
284
C.M. Bidwell & Associates
Hawaii
$450K – – –
BAWC
285
Boyce & Associates Wealth Consulting
Texas
$444K +$444K +8,745 New
KCIC
286
Kuhn & Co Investment Counsel
Illinois
$442K -$39K -768 -8%
IA
287
IAM Advisory
Pennsylvania
$442K -$471K -9,276 -52%
Prudential Financial
288
Prudential Financial
New Jersey
$435K +$162K +3,192 +59%
WIC
289
Woodmont Investment Counsel
Tennessee
$428K – – –
SS
290
Sunbelt Securities
Texas
$427K +$51 +1 +0%
OIA
291
OneDigital Investment Advisors
Kansas
$425K -$1.98K -39 -0.5%
CIA
292
Concurrent Investment Advisors
Florida
$423K +$90.2K +1,778 +27%
BFEC
293
Benjamin F. Edwards & Company
Missouri
$418K +$55.8K +1,099 +15%
HCM
294
Hutchinson Capital Management
California
$413K – – –
CWM
295
Connecticut Wealth Management
Connecticut
$406K – – –
CWS
296
Confluence Wealth Services
Pennsylvania
$401K -$721K -14,200 -64%
PCIA
297
Prime Capital Investment Advisors
Kansas
$394K – – –
MSFS
298
Main Street Financial Solutions
Pennsylvania
$392K -$47K -926 -11%
MC
299
Middleton & Co
Massachusetts
$391K -$50.7K -1,000 -11%
HB
300
HTLF Bank
Colorado
$389K -$710 -14 -0.2%
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