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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
DWM
326
Dogwood Wealth Management
Kansas
$351K -$6.03K -119 -2%
AWM
327
Apollon Wealth Management
South Carolina
$350K +$35.4K +698 +11%
BFG
328
Bleakley Financial Group
New Jersey
$347K -$12.4K -244 -3%
SW
329
Simplicity Wealth
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 +$338K +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 +$8.61K +170 +3%
CW
336
CreativeOne Wealth
Kansas
$312K -$63.6K -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%
BIA
342
BHK Investment Advisors
Alabama
$304K
SJL
343
Shayne & Jacobs LLC
Tennessee
$304K
CCG
344
Catalina Capital Group
California
$301K
CPL
345
CAP Partners LLC
Tennessee
$297K +$52.2K +1,030 +21%
CFD
346
Creative Financial Designs
Indiana
$291K +$8.87K +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

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.