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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
$20.1M
2
LPL Financial
LPL Financial
California
$89.2M
3
RCA
Resonant Capital Advisors
Wisconsin
$45.3M
4
NA
NewEdge Advisors
Louisiana
$10.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$184M
2
OCM
One Capital Management
California
$4.55M
3
BA
Bridgewater Advisors
New York
$22.7M
4
MWA
Mills Wealth Advisors
Texas
$15.3M
5
SC
Slow Capital
California
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
326
Dogwood Wealth Management
Kansas
$351K -$6.04K -119 -2%
AWM
327
Apollon Wealth Management
South Carolina
$350K +$35.4K +698 +11%
SW
328
Simplicity Wealth
New Jersey
$347K -$12.4K -244 -3%
BFG
329
Bleakley Financial Group
New Jersey
$347K -$12.4K -244 -3%
WN
330
Williams & Novak
California
$345K -$274K -5,400 -44%
MCWA
331
Meadow Creek Wealth Advisors
Georgia
$340K – – –
NCM
332
NCM Capital Management
New Jersey
$339K +$339K +6,680 New
HSA
333
HBK Sorce Advisory
Pennsylvania
$337K – – –
YWS
334
Yarger Wealth Strategies
Ohio
$328K +$22.9K +452 +8%
EA
335
Ergawealth Advisors
Illinois
$318K +$8.63K +170 +3%
CW
336
CreativeOne Wealth
Kansas
$312K -$63.7K -1,255 -17%
BJL
337
Brighton Jones LLC
Washington
$308K +$308K +6,074 New
BW
338
Bison Wealth
Georgia
$308K – – –
OFP
339
OLIO Financial Planning
Virginia
$308K – – –
ESB
340
Essex Savings Bank
Connecticut
$307K -$308K -6,071 -50%
WJWM
341
Williams Jones Wealth Management
New York
$307K -$152K -3,000 -33%
SJL
342
Shayne & Jacobs LLC
Tennessee
$304K – – –
BIA
343
BHK Investment Advisors
Alabama
$304K – – –
CCG
344
Catalina Capital Group
California
$301K – – –
CPL
345
CAP Partners LLC
Tennessee
$297K +$52.3K +1,030 +21%
CFD
346
Creative Financial Designs
Indiana
$291K +$8.88K +175 +3%
ZIM
347
Zacks Investment Management
Illinois
$288K – – –
SPA
348
Shore Point Advisors
New Jersey
$284K -$174K -3,427 -38%
HL
349
HeadInvest LLC
Maine
$280K -$10.1K -200 -3%
CWM
350
Cahaba Wealth Management
Georgia
$279K +$279K +5,507 New
12 13
14
15 16