JMST icon

JPMorgan Ultra-Short Municipal Income ETF

432 hedge funds and large institutions have $2.22B invested in JPMorgan Ultra-Short Municipal Income ETF in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 134 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
6.25%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
53
Increased
191
Reduced
134
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
376
Shore Point Advisors
New Jersey
$240K -$44.6K -875 -16%
MF
377
Meridian Financial
Massachusetts
$239K +$1.33K +26 +0.6%
CFG
378
Citizens Financial Group
Rhode Island
$239K +$239K +4,697 New
MPW
379
Monterey Private Wealth
California
$235K +$235K +4,615 New
QWM
380
Quadcap Wealth Management
Texas
$231K +$231K +4,531 New
GAA
381
Guardian Asset Advisors
Pennsylvania
$228K +$713 +14 +0.3%
HCM
382
Hutchinson Capital Management
California
$226K
SWP
383
Semus Wealth Partners
Florida
$224K +$1.83K +36 +0.8%
Envestnet Portfolio Solutions
384
Envestnet Portfolio Solutions
Illinois
$219K +$219K +4,291 New
SB
385
Strategic Blueprint
Georgia
$218K
BFA
386
Beaumont Financial Advisors
Massachusetts
$218K -$4.89K -96 -2%
CA
387
Continuum Advisory
Idaho
$217K +$217K +4,280 New
HFW
388
Horizon Family Wealth
Illinois
$216K +$216K +4,240 New
MWM
389
Meridian Wealth Management
Kentucky
$216K
HSWM
390
Hubbell Strickland Wealth Management
Louisiana
$212K
PFA
391
Pathway Financial Advisors
Vermont
$211K
AUB
392
Atlantic Union Bankshares
Virginia
$210K -$17.8K -349 -8%
AWA
393
Aletheian Wealth Advisors
Washington
$202K -$2.19K -43 -1%
SAM
394
Smartleaf Asset Management
Massachusetts
$187K +$43.1K +845 +30%
GWM
395
Geneos Wealth Management
Colorado
$161K
EWP
396
Elevation Wealth Partners
California
$142K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$141K -$1.02M -19,979 -88%
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$136K
CTA
399
Colonial Trust Advisors
South Carolina
$120K +$968 +19 +0.8%
CF
400
Centaurus Financial
California
$113K