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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.

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
1
Cambridge Investment Research Advisors
Iowa
$20.1M
2
LPL Financial
2
LPL Financial
California
$89.2M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$45.3M
4
NA
4
NewEdge Advisors
Louisiana
$10.2M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$184M
2
OCM
2
One Capital Management
California
$4.55M
3
BA
3
Bridgewater Advisors
New York
$22.7M
4
MWA
4
Mills Wealth Advisors
Texas
$15.3M
5
SC
5
Slow Capital
California
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$16.3M +$6.23M +122,691 +62%
PWP
27
Principle Wealth Partners
Connecticut
$15.8M -$942K -18,556 -6%
MWA
28
Mills Wealth Advisors
Texas
$15.3M -$6.81M -134,183 -31%
GVAG
29
Great Valley Advisor Group
Delaware
$14.8M +$1.23M +24,142 +9%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$14.8M -$2.74M -53,937 -16%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$14.6M +$5.56M +109,650 +62%
MWC
32
MBM Wealth Consultants
Missouri
$13.1M +$1.71M +33,742 +15%
TC
33
Trust Company
Kansas
$12.8M +$36.5K +719 +0.3%
Mariner
34
Mariner
Kansas
$12.6M +$2.79M +54,972 +28%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$12.4M -$1.29M -25,456 -9%
BIG
36
Boothe Investment Group
Delaware
$12.3M -$2.71M -53,623 -18%
TCM
37
TD Capital Management
Tennessee
$12.1M +$3.81M +75,128 +46%
CG
38
CFO4Life Group
Texas
$12.1M +$353K +6,966 +3%
AA
39
Auxano Advisors
Washington
$11.8M -$2.89M -56,897 -20%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$10.7M -$1.71M -33,759 -14%
NA
41
NewEdge Advisors
Louisiana
$10.2M +$8.2M +161,613 +401%
SL
42
Salomon & Ludwin
Virginia
$9.61M +$2.27M +44,710 +31%
SB
43
Sunflower Bank
Texas
$9.51M -$192K -3,785 -2%
RJA
44
Raymond James & Associates
Florida
$9.5M +$307K +6,055 +3%
MHR
45
Matthew Hamilton Rosenberg
$8.34M -$661K -13,064 -7%
AP
46
Appleton Partners
Massachusetts
$8.21M -$1.02M -20,168 -11%
RFC
47
Regions Financial Corp
Alabama
$8.16M -$1.63M -32,159 -17%
GPWA
48
Great Point Wealth Advisors
Massachusetts
$8.11M +$118K +2,319 +1%
AAS
49
Avantax Advisory Services
Texas
$8.04M +$3.92M +77,266 +95%
OHIS
50
Oak Harvest Investment Services
Texas
$7.99M +$107K +2,118 +1%
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