We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

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.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 404424 (+20)

1% more capital invested

Capital invested by funds: $1.96B → $1.98B (+$13.5M)

0.35% less ownership

Funds ownership: 74.34%73.99% (-0.35%)

1% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 155

Holders
424
Holders Change
+20
Holders Change %
+4.95%
% of All Funds
6.12%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
56
Increased
153
Reduced
155
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWP
51
Quotient Wealth Partners
Texas
$7.87M +$7.86M +155,107 New
BWM
52
BCGM Wealth Management
Indiana
$7.71M -$215K -4,235 -3%
OWA
53
Opal Wealth Advisors
New York
$7.63M +$283K +5,580 +4%
Franklin Resources
54
Franklin Resources
California
$7.6M
WWA
55
WCG Wealth Advisors
Nevada
$7.38M -$656K -12,953 -8%
BCI
56
Brinker Capital Investments
Pennsylvania
$7.15M -$374K -7,387 -5%
OPS
57
Orion Portfolio Solutions
Nebraska
$7.15M -$374K -7,387 -5%
SFA
58
Sequoia Financial Advisors
Ohio
$6.89M -$418K -8,258 -6%
LWMG
59
Levy Wealth Management Group
Pennsylvania
$6.7M -$432K -8,533 -6%
PP
60
PDS Planning
Ohio
$6.69M -$573K -11,320 -8%
WFA
61
Websterrogers Financial Advisors
South Carolina
$6.54M +$193K +3,811 +3%
Stifel Financial
62
Stifel Financial
Missouri
$6.27M -$697K -13,760 -10%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$6.21M -$196K -3,871 -3%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$6M -$29K -572 -0.5%
DLCIG
65
D.L. Carlson Investment Group
New Hampshire
$5.7M -$19.8K -390 -0.3%
HWM
66
HB Wealth Management
Georgia
$5.7M -$952K -18,798 -14%
CastleKeep Investment Advisors
67
CastleKeep Investment Advisors
Connecticut
$5.64M -$4.82M -95,185 -46%
IA
68
IMZ Advisory
Florida
$5.53M -$138K -2,723 -2%
ICP
69
Interchange Capital Partners
Pennsylvania
$5.43M +$4.96M +97,998 +1,097%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$5.08M +$1.03M +20,274 +25%
TBWA
71
Three Bridge Wealth Advisors
California
$5.03M -$477K -9,415 -9%
IA
72
Insight Advisors
Pennsylvania
$5M +$3.15M +62,216 +171%
DIA
73
Davidson Investment Advisors
Montana
$5M +$478K +9,445 +11%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$4.94M +$1.89M +37,329 +62%
PWM
75
Perigon Wealth Management
California
$4.8M +$142K +2,813 +3%

JMST Hedge Fund Activity: Q2 2024 in Review

424 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Municipal Income ETF (JMST) for Q2 2024, worth a combined $1.98B — up 0.69% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JMST positions and 29 closed out — a net gain of 27 holders — while 153 added to existing stakes and 155 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $14.8M.

  • 424 institutional investors held JPMorgan Ultra-Short Municipal Income ETF (JMST) as of Q2 2024, up from 404 in Q1 2024.
  • Funds reported $1.98B of JPMorgan Ultra-Short Municipal Income ETF stock for Q2 2024, up 0.69% quarter-over-quarter.
  • 56 funds opened new JPMorgan Ultra-Short Municipal Income ETF positions in Q2 2024 and 29 closed out, a net change of +27 holders.
  • The largest JPMorgan Ultra-Short Municipal Income ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $15.3M added.
  • The largest JPMorgan Ultra-Short Municipal Income ETF seller in Q2 2024 was Fidelity Investments, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2024.