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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 %
SWM
276
SigFig Wealth Management
California
$502K -$993K -19,565 -66%
TNBTD
277
Trustmark National Bank Trust Department
Mississippi
$502K -$5.07K -100 -1%
TFO
278
Tarbox Family Office
California
$500K +$2.59K +51 +0.5%
IWM
279
IHT Wealth Management
Illinois
$500K +$500K +9,848 New
WCM
280
WealthBridge Capital Management
Ohio
$497K +$3.35K +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 -$42.5K -837 -8%
OIA
287
OneDigital Investment Advisors
Kansas
$465K +$40.3K +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 +$456K +8,984 New
RA
292
RFG Advisory
Alabama
$455K -$144K -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 +$45.7K +900 +11%
RPC
297
Rossmore Private Capital
Connecticut
$440K -$30.2K -595 -6%
TI
298
Tidal Investments
Wisconsin
$437K +$437K +8,616 New
BPA
299
Beacon Pointe Advisors
California
$428K +$138K +2,721 +48%
MW
300
Members Wealth
Pennsylvania
$424K +$424K +8,349 New
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12
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