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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
Comerica Bank
351
Comerica Bank
Texas
$279K
PS
352
Principal Securities
Iowa
$279K -$219K -4,333 -44%
Ameriprise
353
Ameriprise
Minnesota
$274K -$108K -2,127 -28%
ICM
354
IMS Capital Management
Oregon
$271K -$811 -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 -$47.6K -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 -$44.2K -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 +$226K +4,454 New
HCM
371
Hutchinson Capital Management
California
$225K -$188K -3,708 -46%
MWM
372
Marion Wealth Management
Pennsylvania
$224K +$223K +4,409 New
BFA
373
Beaumont Financial Advisors
Massachusetts
$222K +$456 +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

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.