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JPMorgan Ultra-Short Municipal Income ETF

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: 388404 (+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: 1918 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
51
Great Point Wealth Advisors
Massachusetts
$7.99M +$7.99M +157,559 New
BWM
52
BCGM Wealth Management
Indiana
$7.92M +$6.14K +121 +0.1%
OHIS
53
Oak Harvest Investment Services
Texas
$7.88M +$1.26M +24,874 +19%
Franklin Resources
54
Franklin Resources
California
$7.6M -$178K -3,500 -2%
SFG
55
Sunburst Financial Group
Alabama
$7.56M -$2.11M -41,602 -22%
BCI
56
Brinker Capital Investments
Pennsylvania
$7.52M -$582K -11,479 -7%
OPS
57
Orion Portfolio Solutions
Nebraska
$7.52M -$582K -11,479 -7%
SL
58
Salomon & Ludwin
Virginia
$7.35M +$7.34M +144,683 New
OWA
59
Opal Wealth Advisors
New York
$7.35M +$880K +17,342 +14%
SFA
60
Sequoia Financial Advisors
Ohio
$7.31M -$2.02M -39,855 -22%
PP
61
PDS Planning
Ohio
$7.27M -$255K -5,022 -3%
LWMG
62
Levy Wealth Management Group
Pennsylvania
$7.14M
Stifel Financial
63
Stifel Financial
Missouri
$6.97M -$556K -10,969 -7%
TW
64
Transform Wealth
Colorado
$6.79M +$3.49M +68,870 +106%
HWM
65
HB Wealth Management
Georgia
$6.65M -$1.06M -20,924 -14%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$6.4M +$501K +9,884 +8%
WFA
67
Websterrogers Financial Advisors
South Carolina
$6.35M +$757K +14,922 +14%
MML Investors Services
68
MML Investors Services
Massachusetts
$6.3M -$52.1K -1,027 -0.8%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$6.02M +$4.99M +98,395 +484%
EWM
70
Elmwood Wealth Management
California
$5.92M +$423K +8,342 +8%
DLCIG
71
D.L. Carlson Investment Group
New Hampshire
$5.72M -$102K -2,006 -2%
IA
72
IMZ Advisory
Florida
$5.67M +$1.08M +21,321 +24%
CFG
73
Cooper Financial Group
California
$5.63M -$739K -14,562 -12%
FHC
74
First Heartland Consultants
Missouri
$5.54M -$6.91M -136,257 -56%
TBWA
75
Three Bridge Wealth Advisors
California
$5.51M -$754K -14,858 -12%

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.