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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 %
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 -$2.1M -41,602 -22%
OPS
56
Orion Portfolio Solutions
Nebraska
$7.52M -$582K -11,479 -7%
BCI
57
Brinker Capital Investments
Pennsylvania
$7.52M -$582K -11,479 -7%
SL
58
Salomon & Ludwin
Virginia
$7.35M +$7.35M +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 -$557K -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 +$502K +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%
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