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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 %
Bank of Montreal
401
Bank of Montreal
Ontario, Canada
$49.7K – – –
LFG
402
Larson Financial Group
Missouri
$49.6K +$49.6K +978 New
CPG
403
Cornerstone Planning Group
New Jersey
$49.5K +$49.5K +975 New
FP
404
Financial Perspectives
Minnesota
$40.2K +$40.2K +791 New
CB
405
Chris Bulman
California
$35.1K +$35.1K +691 New
MIM
406
Macroview Investment Management
Maryland
$30.4K – – –
FFA
407
Farther Finance Advisors
California
$23.2K -$294K -5,803 -93%
FNWA
408
Financial Network Wealth Advisors
Utah
$20.5K +$20.5K +406 New
US Bancorp
409
US Bancorp
Minnesota
$19.8K – – –
SRCM
410
Signature Resources Capital Management
California
$18.5K – – –
AP
411
Atwood & Palmer
Missouri
$15.9K +$15.9K +313 New
CFB
412
Cullen/Frost Bankers
Texas
$15.7K +$15.7K +310 New
IGWM
413
ICA Group Wealth Management
Colorado
$15.2K +$15.2K +300 New
FGAM
414
Financial Gravity Asset Management
Texas
$13.7K +$13.7K +270 New
AWM
415
Avior Wealth Management
Nebraska
$13K – – –
SWM
416
Spire Wealth Management
Virginia
$10.1K -$888K -17,498 -99%
T
417
Tidemark
California
$9.79K – – –
EPW
418
Evergreen Private Wealth
Colorado
$8.27K – – –
PCM
419
Penserra Capital Management
California
$8K +$8K +157 New
NCM
420
Northwest Capital Management
Oregon
$7K +$7K +138 New
AssetMark Inc
421
AssetMark Inc
California
$6.85K -$7.46K -147 -52%
FHC
422
First Heartland Consultants
Missouri
$4.22K -$1.32K -26,053 -24%
PB
423
Pinnacle Bancorp
Nebraska
$3.96K – – –
RIA
424
Realta Investment Advisors
Delaware
$3.25K -$457 -9 -12%
MG
425
Mather Group
Illinois
$152 +$152 +3 New
15 16
17
18 19