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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 %
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$7.29K +$7.29K +144 New
PB
402
Pinnacle Bancorp
Nebraska
$3.96K – – –
RIA
403
Realta Investment Advisors
Delaware
$3.73K +$3.73K +73 New
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$51 +$51 +1 New
AC
405
Asio Capital
Kentucky
– -$16.1M -316,850 Closed
AC
406
AlphaCore Capital
California
– -$9.34M -183,641 Closed
AWM
407
AE Wealth Management
Kansas
– -$2.78M -54,807 Closed
KWM
408
Kingsview Wealth Management
Oregon
– -$688K -13,561 Closed
WWC
409
Waypoint Wealth Counsel
Georgia
– -$597K -11,762 Closed
MWM
410
Meridian Wealth Management
Kentucky
– -$526K -10,369 Closed
FA
411
FDx Advisors
Illinois
– -$448K -8,821 Closed
IA
412
IFG Advisory
Georgia
– -$436K -8,602 Closed
OWM
413
Opes Wealth Management
California
– -$424K -8,360 Closed
ARC
414
Advisor Resource Council
Texas
– -$417K -8,220 Closed
Lido Advisors
415
Lido Advisors
California
– -$376K -7,383 Closed
GDP
416
Great Diamond Partners
Maine
– -$302K -5,947 Closed
BC
417
Brio Consultants
California
– -$264K -5,201 Closed
WWM
418
Western Wealth Management
Colorado
– -$247K -4,861 Closed
PWM
419
Prosperity Wealth Management
California
– -$247K -4,860 Closed
FLPIM
420
F.L. Putnam Investment Management
Massachusetts
– -$242K -4,775 Closed
CL
421
Choreo LLC
Illinois
– -$233K -4,588 Closed
Envestnet Portfolio Solutions
422
Envestnet Portfolio Solutions
Illinois
– -$223K -4,387 Closed
PCM
423
Parsons Capital Management
Rhode Island
– -$208K -4,097 Closed
SSWM
424
Sheets Smith Wealth Management
North Carolina
– -$202K -3,980 Closed
CF
425
Centaurus Financial
California
– -$128K -2,515 Closed
14 15 16
17
18