JMST icon

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 %
RJT
301
Raymond James Trust
Florida
$388K +$388K +7,651 New
AF
302
Allworth Financial
California
$387K -$19.9K -393 -5%
DC
303
Davenport & Co
Virginia
$383K -$170K -3,349 -31%
Ameriprise
304
Ameriprise
Minnesota
$382K -$337K -6,650 -47%
CW
305
CreativeOne Wealth
Kansas
$376K +$376K +7,403 New
ACS
306
Archford Capital Strategies
Illinois
$374K -$62.9K -1,239 -14%
PAS
307
Park Avenue Securities
New York
$372K +$76.4K +1,503 +26%
BWM
308
BlackDiamond Wealth Management
New York
$368K +$29.5K +582 +9%
BFG
309
Bleakley Financial Group
New Jersey
$359K +$4.97K +98 +1%
SW
310
Simplicity Wealth
New Jersey
$359K +$359K +7,075 New
DWM
311
Dogwood Wealth Management
Kansas
$357K +$310K +6,110 +656%
RA
312
Ruggaard & Associates
Ohio
$355K – – –
PA
313
PFG Advisors
Arizona
$355K +$13.1K +258 +4%
CAL
314
Capital Advisors Ltd
Ohio
$353K – – –
BCP
315
Blue Chip Partners
Michigan
$350K -$9.94K -196 -3%
SWP
316
Significant Wealth Partners
Illinois
$350K +$350K +6,889 New
SPI
317
Sutton Place Investors
New York
$345K -$162K -3,200 -32%
WCM
318
Windsor Capital Management
Arizona
$344K +$26.5K +522 +8%
MPW
319
Monterey Private Wealth
California
$340K +$2.08K +41 +0.6%
MCWA
320
Meadow Creek Wealth Advisors
Georgia
$340K – – –
HSA
321
HBK Sorce Advisory
Pennsylvania
$337K – – –
SPC
322
Sigma Planning Corp
Michigan
$330K +$330K +6,510 New
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$320K +$320K +6,306 New
FFA
324
Farther Finance Advisors
California
$317K +$313K +6,193 +8,975%
AWM
325
Apollon Wealth Management
South Carolina
$314K -$67K -1,320 -18%
11 12
13
14 15