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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
Bank of Montreal
401
Bank of Montreal
Ontario, Canada
$49.7K
LFG
402
Larson Financial Group
Missouri
$49.6K +$49.5K +978 New
CPG
403
Cornerstone Planning Group
New Jersey
$49.5K +$49.4K +975 New
FP
404
Financial Perspectives
Minnesota
$40.2K +$40.1K +791 New
CB
405
Chris Bulman
California
$35.1K +$35K +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 +$20.6K +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 -$886K -17,498 -99%
T
417
Tidemark
California
$9.79K
EPW
418
Evergreen Private Wealth
Colorado
$8.27K
PCM
419
Penserra Capital Management
California
$8K +$7.95K +157 New
NCM
420
Northwest Capital Management
Oregon
$7K +$6.99K +138 New
AssetMark Inc
421
AssetMark Inc
California
$6.85K -$7.45K -147 -52%
FHC
422
First Heartland Consultants
Missouri
$4.22K -$1.32M -26,053 -24%
PB
423
Pinnacle Bancorp
Nebraska
$3.96K
RIA
424
Realta Investment Advisors
Delaware
$3.25K -$456 -9 -12%
MG
425
Mather Group
Illinois
$152 +$152 +3 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.