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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
SS
301
Sunbelt Securities
Texas
$414K -$12.5K -246 -3%
NL
302
NWAM LLC
Washington
$414K -$108K -2,130 -21%
NP
303
NorthRock Partners
Minnesota
$413K +$149K +2,945 +57%
PWA
304
Peterson Wealth Advisors
Utah
$410K +$409K +8,080 New
ACS
305
Archford Capital Strategies
Illinois
$409K +$34.5K +682 +9%
CWM
306
Connecticut Wealth Management
Connecticut
$407K +$1.32K +26 +0.3%
AWS
307
Atria Wealth Solutions
New York
$405K +$404K +7,975 New
LSIA
308
LaSalle St. Investment Advisors
Illinois
$404K +$151K +2,971 +60%
HB
309
HTLF Bank
Colorado
$401K +$12.3K +243 +3%
NA
310
Nottingham Advisors
New York
$398K -$910K -17,960 -70%
TSWM
311
Tyler-Stone Wealth Management
Ohio
$396K -$167K -3,298 -30%
RWP
312
RWA Wealth Partners
Massachusetts
$393K -$69.9K -1,379 -15%
MC
313
Middleton & Co
Massachusetts
$391K
RJT
314
Raymond James Trust
Florida
$388K
TI
315
TrueMark Investments
Illinois
$386K +$386K +7,613 New
TC
316
TownSquare Capital
Utah
$385K +$141K +2,790 +58%
BHPW
317
Beverly Hills Private Wealth
California
$369K -$372K -7,346 -50%
SMG
318
Smart Money Group
Texas
$368K -$3.2M -63,191 -90%
TVAMP
319
Tennessee Valley Asset Management Partners
Tennessee
$368K +$368K +7,255 New
DC
320
Davenport & Co
Virginia
$361K -$21.7K -429 -6%
PJWM
321
Philip James Wealth Mangement
Georgia
$360K +$360K +7,104 New
PA
322
PFG Advisors
Arizona
$357K +$1.67K +33 +0.5%
RA
323
Ruggaard & Associates
Ohio
$355K
BCP
324
Blue Chip Partners
Michigan
$353K +$3.04K +60 +0.9%
CAL
325
Capital Advisors Ltd
Ohio
$353K

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.