JMST icon

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 Market Value Shares Shares
Change 		Shares
Change %
QWP
51
Quotient Wealth Partners
Texas
$7.87M 155,107 +155,107 New
BWM
52
BCGM Wealth Management
Indiana
$7.71M 151,869 -4,235 -3%
OWA
53
Opal Wealth Advisors
New York
$7.63M 150,347 +5,580 +4%
Franklin Resources
54
Franklin Resources
California
$7.6M 149,787 – –
WWA
55
WCG Wealth Advisors
Nevada
$7.38M 145,411 -12,953 -8%
BCI
56
Brinker Capital Investments
Pennsylvania
$7.15M 140,829 -7,387 -5%
OPS
57
Orion Portfolio Solutions
Nebraska
$7.15M 140,829 -7,387 -5%
SFA
58
Sequoia Financial Advisors
Ohio
$6.89M 135,848 -8,258 -6%
LWMG
59
Levy Wealth Management Group
Pennsylvania
$6.7M 132,112 -8,533 -6%
PP
60
PDS Planning
Ohio
$6.69M 131,873 -11,320 -8%
WFA
61
Websterrogers Financial Advisors
South Carolina
$6.54M 128,864 +3,811 +3%
Stifel Financial
62
Stifel Financial
Missouri
$6.27M 123,628 -13,760 -10%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$6.21M 122,333 -3,871 -3%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$6M 118,140 -572 -0.5%
DLCIG
65
D.L. Carlson Investment Group
New Hampshire
$5.7M 112,334 -390 -0.3%
HWM
66
HB Wealth Management
Georgia
$5.7M 112,275 -18,798 -14%
CastleKeep Investment Advisors
67
CastleKeep Investment Advisors
Connecticut
$5.64M 111,086 -95,185 -46%
IA
68
IMZ Advisory
Florida
$5.53M 108,976 -2,723 -2%
ICP
69
Interchange Capital Partners
Pennsylvania
$5.43M 106,934 +97,998 +1,097%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$5.08M 100,116 +20,274 +25%
TBWA
71
Three Bridge Wealth Advisors
California
$5.03M 99,117 -9,415 -9%
IA
72
Insight Advisors
Pennsylvania
$5M 98,556 +62,216 +171%
DIA
73
Davidson Investment Advisors
Montana
$5M 98,553 +9,445 +11%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$4.94M 97,340 +37,329 +62%
PWM
75
Perigon Wealth Management
California
$4.8M 94,637 +2,813 +3%
1 2
3
4 5