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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.

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
1
Great Point Wealth Advisors
Massachusetts
$7.99M
2
SL
2
Salomon & Ludwin
Virginia
$7.35M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$23.3M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$11M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.02M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$149M
2
AC
2
Asio Capital
Kentucky
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$30.3M
4
AC
4
AlphaCore Capital
California
$0
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MJP Associates
Connecticut
$16M +$1.29M +25,496 +9%
BIG
27
Boothe Investment Group
Delaware
$15M +$757K +14,909 +5%
AA
28
Auxano Advisors
Washington
$14.7M -$99.3K -1,957 -0.7%
OCM
29
One Capital Management
California
$14.6M +$484K +9,536 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$13.7M -$1.73M -34,070 -11%
GVAG
31
Great Valley Advisor Group
Delaware
$13.5M +$870K +17,142 +7%
TC
32
Trust Company
Kansas
$12.8M -$163K -3,220 -1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$12.4M -$4.23M -83,331 -25%
CG
34
CFO4Life Group
Texas
$11.7M +$2.38M +46,969 +25%
MWC
35
MBM Wealth Consultants
Missouri
$11.4M +$192K +3,777 +2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$11M +$5.36M +105,610 +95%
CastleKeep Investment Advisors
37
CastleKeep Investment Advisors
Connecticut
$10.5M +$1.2M +23,735 +13%
IWC
38
Integrated Wealth Concepts
Massachusetts
$10.1M +$4.03M +79,511 +67%
Mariner
39
Mariner
Kansas
$9.85M +$1.99M +39,228 +25%
RFC
40
Regions Financial Corp
Alabama
$9.79M +$2.74M +54,010 +39%
SB
41
Sunflower Bank
Texas
$9.71M +$810K +15,968 +9%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$9.31M +$116K +2,293 +1%
AP
43
Appleton Partners
Massachusetts
$9.23M -$18K -355 -0.2%
RJA
44
Raymond James & Associates
Florida
$9.19M +$215K +4,233 +2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$9.04M +$2.81M +55,410 +45%
MHR
46
Matthew Hamilton Rosenberg
$9M +$378K +7,465 +4%
SC
47
Slow Capital
California
$8.79M +$1.62M +31,973 +23%
APWM
48
Atlas Private Wealth Management
New York
$8.54M +$312K +6,150 +4%
TCM
49
TD Capital Management
Tennessee
$8.33M +$2.27M +44,723 +37%
WWA
50
WCG Wealth Advisors
Nevada
$8.04M -$2.75M -54,240 -26%
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