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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 %
CPL
351
CAP Partners LLC
Tennessee
$245K +$245K +4,829 New
JJBC
352
James J. Burns & Company
New York
$244K -$5.05K -100 -2%
EIA
353
Eldridge Investment Advisors
New Hampshire
$244K – – –
JMFC
354
J.M. Forbes & Co
Massachusetts
$244K – – –
TC
355
TownSquare Capital
Utah
$243K -$2.33K -46 -0.9%
BFWM
356
Bright Futures Wealth Management
New York
$243K +$243K +4,781 New
PCS
357
Personal CFO Solutions
New Jersey
$242K +$242K +4,777 New
KFS
358
Kelly Financial Services
Massachusetts
$241K +$50K +986 +26%
WFA
359
WMG Financial Advisors
Tennessee
$241K – – –
MF
360
Meridian Financial
Massachusetts
$236K +$1.37K +27 +0.6%
NW
361
Naviter Wealth
Arkansas
$231K -$1.33M -26,240 -85%
BFA
362
Beaumont Financial Advisors
Massachusetts
$221K +$406 +8 +0.2%
ACA
363
Aptus Capital Advisors
Alabama
$220K +$220K +4,338 New
SWP
364
Semus Wealth Partners
Florida
$220K +$1.83K +36 +0.8%
SWM
365
SFG Wealth Management
Maryland
$219K +$219K +4,322 New
UAG
366
United Advisor Group
Ohio
$215K +$215K +4,238 New
MA
367
MONECO Advisors
Connecticut
$215K +$215K +4,237 New
GAA
368
Guardian Asset Advisors
Pennsylvania
$215K -$107K -2,117 -33%
FCI
369
Financial Counselors Inc
Kansas
$212K +$212K +4,182 New
HSWM
370
Hubbell Strickland Wealth Management
Louisiana
$211K – – –
PFA
371
Pathway Financial Advisors
Vermont
$210K – – –
Bessemer Group
372
Bessemer Group
New Jersey
$209K +$209K +4,120 New
AWA
373
Aletheian Wealth Advisors
Washington
$204K +$204K +4,016 New
FPCP
374
Fort Point Capital Partners
California
$203K – – –
SF
375
Symphony Financial
Texas
$201K – – –
13 14
15
16 17