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JPMorgan Ultra-Short Municipal Income ETF
JMST

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

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

4% more funds holding

Funds holding: 388 → 404 (+16)

2% less capital invested

Capital invested by funds: $2.01B → $1.96B (-$49.4M)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 152

2.62% less ownership

Funds ownership: 76.96% → 74.34% (-2.6%)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
5.82%
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
+$7.34M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.61M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5.36M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$19.9M
2
AC
Asio Capital
Kentucky
-$16.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.8M
4
AC
AlphaCore Capital
California
-$9.34M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MJP Associates
Connecticut
$16M +$1.29M +25,496 +9%
BIG
27
Boothe Investment Group
Delaware
$15M +$756K +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 +$379K +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%
1
2
3 4 5

JMST Hedge Fund Activity: Q1 2024 in Review

404 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q1 2024, worth a combined $1.96B — down 2.5% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JMST positions and 28 closed out — a net gain of 21 holders — while 142 added to existing stakes and 152 trimmed.

The largest buyer was Great Point Wealth Advisors, opening a new position worth an estimated $7.99M. The largest seller was Bank of America, cutting an estimated $19.9M.

  • 404 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q1 2024, up from 388 in Q4 2023.
  • Funds reported $1.96B of JPMorgan Ultra-Short Municipal Income ETF stock for Q1 2024, down 2.5% quarter-over-quarter.
  • 49 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q1 2024 and 28 closed out, a net change of +21 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q1 2024 was Great Point Wealth Advisors, an estimated $7.99M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q1 2024 was Bank of America, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2024.