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JPMorgan Ultra-Short Municipal Income ETF

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

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 404424 (+20)

1% more capital invested

Capital invested by funds: $1.96B → $1.98B (+$13.5M)

0.35% less ownership

Funds ownership: 74.34%73.99% (-0.35%)

1% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 155

Holders
424
Holders Change
+20
Holders Change %
+4.95%
% of All Funds
6.12%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
56
Increased
153
Reduced
155
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
SigFig Wealth Management
California
$502K -$991K -19,565 -66%
TNBTD
277
Trustmark National Bank Trust Department
Mississippi
$502K -$5.07K -100 -1%
TFO
278
Tarbox Family Office
California
$500K +$2.58K +51 +0.5%
IWM
279
IHT Wealth Management
Illinois
$500K +$499K +9,848 New
WCM
280
WealthBridge Capital Management
Ohio
$497K +$3.34K +66 +0.7%
IA
281
IAM Advisory
Pennsylvania
$496K +$54.2K +1,069 +12%
WAM
282
WNY Asset Management
New York
$496K
BFO
283
Boston Family Office
Massachusetts
$492K
IWP
284
IAG Wealth Partners
Wisconsin
$481K +$190K +3,749 +65%
KWM
285
Kingsview Wealth Management
Oregon
$470K +$470K +9,270 New
WA
286
Waverly Advisors
Alabama
$466K -$42.4K -837 -8%
OIA
287
OneDigital Investment Advisors
Kansas
$465K +$40.2K +794 +9%
RWA
288
Roberts Wealth Advisors
California
$464K -$200K -3,940 -30%
BFEC
289
Benjamin F. Edwards & Company
Missouri
$461K +$42.8K +844 +10%
William Blair & Company
290
William Blair & Company
Illinois
$458K +$273K +5,381 +147%
IA
291
IFG Advisory
Georgia
$456K +$455K +8,984 New
RA
292
RFG Advisory
Alabama
$455K -$143K -2,830 -24%
BFIM
293
Beese Fulmer Investment Management
Ohio
$454K +$203K +4,000 +81%
RHP
294
Royal Harbor Partners
Texas
$451K
CMBA
295
C.M. Bidwell & Associates
Hawaii
$450K
CWS
296
Confluence Wealth Services
Pennsylvania
$447K +$45.6K +900 +11%
RPC
297
Rossmore Private Capital
Connecticut
$440K -$30.1K -595 -6%
TI
298
Tidal Investments
Wisconsin
$437K +$436K +8,616 New
BPA
299
Beacon Pointe Advisors
California
$428K +$138K +2,721 +48%
MW
300
Members Wealth
Pennsylvania
$424K +$423K +8,349 New

JMST Hedge Fund Activity: Q2 2024 in Review

424 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2024, worth a combined $1.98B — up 0.69% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JMST positions and 29 closed out — a net gain of 27 holders — while 153 added to existing stakes and 155 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $14.8M.

  • 424 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2024, up from 404 in Q1 2024.
  • Funds reported $1.98B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2024, up 0.69% quarter-over-quarter.
  • 56 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2024 and 29 closed out, a net change of +27 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $15.3M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2024 was Fidelity Investments, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.