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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 %
Comerica Bank
351
Comerica Bank
Texas
$279K – – –
PS
352
Principal Securities
Iowa
$279K -$220K -4,333 -44%
Ameriprise
353
Ameriprise
Minnesota
$274K -$108K -2,127 -28%
ICM
354
IMS Capital Management
Oregon
$271K -$814 -16 -0.3%
WWM
355
Western Wealth Management
Colorado
$264K +$264K +5,203 New
HG
356
Harbor Group
New Hampshire
$259K +$2.23K +44 +0.9%
TCWM
357
Total Clarity Wealth Management
Illinois
$255K – – –
SFB
358
STAR Financial Bank
Indiana
$248K – – –
JMFC
359
J.M. Forbes & Co
Massachusetts
$244K – – –
WCM
360
Windsor Capital Management
Arizona
$243K -$101K -1,992 -29%
BFWM
361
Bright Futures Wealth Management
New York
$243K – – –
JWCA
362
J.W. Cole Advisors
Florida
$242K -$47.7K -939 -16%
KFS
363
Kelly Financial Services
Massachusetts
$241K – – –
WFA
364
WMG Financial Advisors
Tennessee
$241K – – –
MF
365
Meridian Financial
Massachusetts
$237K +$1.37K +27 +0.6%
NW
366
Naviter Wealth
Arkansas
$231K – – –
AUB
367
Atlantic Union Bankshares
Virginia
$227K -$44.3K -872 -16%
GAA
368
Guardian Asset Advisors
Pennsylvania
$226K +$11.2K +221 +5%
FAIM
369
Financial Advocates Investment Management
Washington
$225K +$225K +4,444 New
CL
370
Choreo LLC
Illinois
$225K +$225K +4,454 New
HCM
371
Hutchinson Capital Management
California
$225K -$188K -3,708 -46%
MWM
372
Marion Wealth Management
Pennsylvania
$224K +$224K +4,409 New
BFA
373
Beaumont Financial Advisors
Massachusetts
$222K +$457 +9 +0.2%
SWP
374
Semus Wealth Partners
Florida
$222K +$1.93K +38 +0.9%
SB
375
Strategic Blueprint
Georgia
$217K +$217K +4,279 New
13 14
15
16 17