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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 %
Susquehanna International Group
426
Susquehanna International Group
Pennsylvania
– -$1.75M -34,559 Closed
Brown Advisory
427
Brown Advisory
Maryland
– -$1.16M -22,811 Closed
CCMG
428
Clark Capital Management Group
Pennsylvania
– -$967K -19,052 Closed
Pathstone Holdings
429
Pathstone Holdings
New Jersey
– -$637K -12,545 Closed
SCG
430
Sonata Capital Group
Washington
– -$574K -11,320 Closed
LNC
431
Lincoln National Corp
Pennsylvania
– -$561K -11,060 Closed
RRA
432
Round Rock Advisors
Connecticut
– -$553K -10,893 Closed
WE
433
Wealth Effects
Massachusetts
– -$510K -10,043 Closed
MWM
434
Mission Wealth Management
California
– -$452K -8,907 Closed
Prudential Financial
435
Prudential Financial
New Jersey
– -$435K -8,568 Closed
PCIA
436
Prime Capital Investment Advisors
Kansas
– -$394K -7,774 Closed
PAS
437
Park Avenue Securities
New York
– -$372K -7,322 Closed
SWP
438
Significant Wealth Partners
Illinois
– -$350K -6,889 Closed
SPI
439
Sutton Place Investors
New York
– -$345K -6,800 Closed
MPW
440
Monterey Private Wealth
California
– -$340K -6,710 Closed
Koshinski Asset Management
441
Koshinski Asset Management
Illinois
– -$320K -6,306 Closed
SC
442
Savant Capital
Illinois
– -$304K -5,988 Closed
AWG
443
Altus Wealth Group
Colorado
– -$277K -5,450 Closed
EIA
444
Eldridge Investment Advisors
New Hampshire
– -$244K -4,800 Closed
PCS
445
Personal CFO Solutions
New Jersey
– -$242K -4,777 Closed
SWM
446
SFG Wealth Management
Maryland
– -$219K -4,322 Closed
MA
447
MONECO Advisors
Connecticut
– -$215K -4,237 Closed
FCI
448
Financial Counselors Inc
Kansas
– -$212K -4,182 Closed
Bessemer Group
449
Bessemer Group
New Jersey
– -$209K -4,120 Closed
FPCP
450
Fort Point Capital Partners
California
– -$203K -4,008 Closed
15 16 17
18
19