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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 %
SW
76
SVB Wealth
Massachusetts
$5.3M -$817K -16,102 -13%
MWA
77
MFA Wealth Advisors
Pennsylvania
$5.17M +$64.7K +1,276 +1%
BOPW
78
Brandywine Oak Private Wealth
Pennsylvania
$5.14M -$259K -5,112 -5%
BIAS
79
Beacon Investment Advisory Services
New Jersey
$5.1M -$904K -17,810 -15%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.72M +$1.43M +28,132 +43%
PWM
81
Perigon Wealth Management
California
$4.66M +$72.8K +1,435 +2%
Truist Financial
82
Truist Financial
North Carolina
$4.62M -$869K -17,135 -16%
CM
83
Capital Management
Virginia
$4.56M -$22.3K -440 -0.5%
DIA
84
Davidson Investment Advisors
Montana
$4.52M +$1.56M +30,657 +52%
AWM
85
Axxcess Wealth Management
California
$4.42M +$1.61M +31,650 +57%
4WM
86
49 Wealth Management
Texas
$4.42M +$9.11K +180 +0.2%
KCM
87
Kathmere Capital Management
Pennsylvania
$4.39M -$786K -15,500 -15%
HWP
88
Highline Wealth Partners
California
$4.27M +$619K +12,199 +17%
WAAG
89
Wealth Alliance Advisory Group
Kansas
$4.21M +$405K +7,979 +11%
EWA
90
EP Wealth Advisors
California
$4.18M -$967K -19,060 -19%
AAS
91
Avantax Advisory Services
Texas
$4.12M +$1M +19,735 +32%
MIS
92
Morningstar Investment Services
Illinois
$4.12M -$3.25M -63,998 -44%
PAG
93
Private Advisor Group
New Jersey
$4.06M +$2.67M +52,562 +192%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$4.05M -$1.4M -27,661 -26%
JWM
95
Jupiter Wealth Management
Colorado
$4.05M – – –
ZIC
96
ZWJ Investment Counsel
Georgia
$4.04M -$783K -15,436 -16%
CC
97
Callan Capital
California
$3.95M -$3.04M -59,938 -43%
DAS
98
Dynamic Advisor Solutions
Arizona
$3.9M +$102K +2,020 +3%
SFM
99
Signet Financial Management
New Jersey
$3.88M -$208K -4,104 -5%
MWM
100
Modern Wealth Management
Kansas
$3.81M -$284K -5,590 -7%
2 3
4
5 6